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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
351
B. Riley Wealth Advisors
Florida
$687K +$55.5K +1,649 +9%
RFC
352
Regions Financial Corp
Alabama
$681K -$304K -9,044 -31%
SCC
353
Steel Canyon Capital
Arizona
$673K -$943K -28,030 -58%
LCM
354
Lewis Capital Management
California
$663K -$7.77K -231 -1%
HBCM
355
Heron Bay Capital Management
Michigan
$661K +$172K +5,115 +35%
AUB
356
Atlantic Union Bankshares
Virginia
$627K -$1.36M -40,523 -68%
MGWM
357
Marks Group Wealth Management
Minnesota
$616K +$54.1K +1,609 +10%
CAM
358
Cresset Asset Management
Illinois
$613K +$613K +18,198 New
PCP
359
Proficio Capital Partners
Massachusetts
$609K
CSIC
360
Clifford Swan Investment Counsel
California
$605K +$225K +6,689 +59%
WI
361
Wintrust Investments
Illinois
$604K +$32K +950 +6%
LIC
362
Laurus Investment Counsel
Canada
$604K
API
363
Advisor Partners II
California
$603K +$10.3K +307 +2%
DI
364
DFPG Investments
Utah
$597K +$38.3K +1,070 +7%
BCI
365
Brinker Capital Investments
Pennsylvania
$584K -$52.3K -1,555 -8%
OPS
366
Orion Portfolio Solutions
Nebraska
$584K -$52.3K -1,555 -8%
IWC
367
Integrated Wealth Concepts
Massachusetts
$564K -$36.3K -1,080 -6%
CRC
368
Curi RMB Capital
Illinois
$562K
GC
369
Giverny Capital
Quebec, Canada
$546K
NW
370
NewEdge Wealth
Pennsylvania
$546K -$74.5K -2,214 -12%
FPF
371
First Pacific Financial
Washington
$539K +$132K +3,914 +32%
CFB
372
Cullen/Frost Bankers
Texas
$539K -$88.7K -2,636 -14%
AWM
373
AE Wealth Management
Kansas
$538K +$22.7K +675 +4%
VPIM
374
Vanguard Personalized Indexing Management
California
$534K +$81.8K +2,430 +18%
Skandinaviska Enskilda Banken (SEB)
375
Skandinaviska Enskilda Banken (SEB)
Sweden
$529K -$172K -5,106 -25%