BN icon

Brookfield

422 hedge funds and large institutions have $24.7B invested in Brookfield in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-11
Holders Change %
-2.54%
% of All Funds
9.67%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.87%
New
33
Increased
142
Reduced
146
Closed
42
Calls
$43.8M
Puts
$32.3M
Net Calls
+$11.4M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
351
First Personal Financial Services
North Carolina
$105K +$2.09K +96 +2%
FHA
352
Flagship Harbor Advisors
Massachusetts
$99K +$99K +4,608 New
BWA
353
Burt Wealth Advisors
Maryland
$96K
POIA
354
Pin Oak Investment Advisors
Texas
$96K
FA
355
Fortis Advisors
Pennsylvania
$95K +$82.9K +3,830 +683%
PCP
356
Proficio Capital Partners
Massachusetts
$91K -$2.28K -105 -2%
OFW
357
Omnia Family Wealth
Florida
$91K
TSW
358
Thompson Siegel & Walmsley
Virginia
$91K
CF
359
Centaurus Financial
California
$89K +$89K +4,124 New
GWS
360
Glassman Wealth Services
Virginia
$84K -$1.02K -47 -1%
SEI Investments
361
SEI Investments
Pennsylvania
$78K +$67.1K +3,107 +618%
BC
362
Bartlett & Co
Ohio
$73K -$6.9K -318 -9%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$73K -$6.9K -318 -9%
ST
364
Smithfield Trust
Pennsylvania
$71K
ASN
365
Advisory Services Network
Georgia
$70K -$28.8K -1,276 -29%
SIAS
366
Shine Investment Advisory Services
Colorado
$70K
APA
367
American Portfolios Advisors
New York
$67.3K +$12.6K +580 +23%
CBOA
368
Commonwealth Bank of Australia
Australia
$65K +$17.8K +856 +38%
NSIM
369
North Star Investment Management
Illinois
$56K +$10.2K +467 +22%
EA
370
Edge Advisors
Georgia
$54K
WT
371
Washington Trust
Rhode Island
$51K +$51K +2,364 New
ECM
372
Estabrook Capital Management
New York
$50.7K
SIA
373
SeaBridge Investment Advisors
New Jersey
$49K
TWA
374
TCI Wealth Advisors
Arizona
$49K
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$47K -$37.5K -1,729 -44%