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Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SimplyRich
California
$737K
WKWM
352
Walter & Keenan Wealth Management
Indiana
$721K +$6.25K +200 +0.9%
SFS
353
Sowell Financial Services
Arkansas
$720K +$69.9K +2,235 +11%
WTA
354
Washington Trust Advisors
Massachusetts
$708K +$601K +19,229 +562%
SC
355
Searle & Co
Connecticut
$707K
CAM
356
Cresset Asset Management
Illinois
$703K +$133K +4,240 +23%
GT
357
Glenmede Trust
Pennsylvania
$691K -$60.9K -1,948 -8%
BCA
358
Bray Capital Advisors
Florida
$683K +$938 +30 +0.1%
HIMC
359
Heritage Investors Management Corp
Maryland
$671K +$4.85K +155 +0.7%
CT
360
Clearstead Trust
Maine
$667K -$80.8K -2,584 -11%
NS
361
NBC Securities
Alabama
$659K +$659K +21,076 New
VPIM
362
Vanguard Personalized Indexing Management
California
$659K +$162K +5,187 +33%
HWM
363
Hemington Wealth Management
Virginia
$652K
WCM Investment Management
364
WCM Investment Management
California
$651K -$181K -5,788 -22%
ASA
365
Armstrong Shaw Associates
Connecticut
$640K
MGWM
366
Marks Group Wealth Management
Minnesota
$636K +$63.9K +2,042 +11%
BRWA
367
B. Riley Wealth Advisors
Florida
$626K -$11.9K -381 -2%
IWC
368
Integrated Wealth Concepts
Massachusetts
$615K +$90.8K +2,903 +17%
LAM
369
Lakewood Asset Management
Illinois
$613K -$110K -3,502 -15%
LCM
370
Lewis Capital Management
California
$610K -$5.75K -184 -0.9%
PAS
371
Park Avenue Securities
New York
$605K +$273K +8,708 +82%
HBCM
372
Heron Bay Capital Management
Michigan
$572K -$42K -1,343 -7%
PCP
373
Proficio Capital Partners
Massachusetts
$570K +$4.19K +134 +0.7%
WI
374
Wintrust Investments
Illinois
$569K +$7.82K +250 +1%
CSIC
375
Clifford Swan Investment Counsel
California
$562K