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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WKWM
351
Walter & Keenan Wealth Management
Indiana
$925K
SFS
352
Sowell Financial Services
Arkansas
$919K -$4.33K -108 -0.5%
DZ Bank
353
DZ Bank
Germany
$916K +$610K +15,200 +199%
SM
354
Sciencast Management
New Jersey
$914K +$914K +22,789 New
GT
355
Glenmede Trust
Pennsylvania
$911K +$24.4K +608 +3%
WTA
356
Washington Trust Advisors
Massachusetts
$881K -$28.1K -700 -3%
BCA
357
Bray Capital Advisors
Florida
$876K
YIH
358
Y-Intercept (HK)
Hong Kong
$872K +$872K +21,727 New
BCIM
359
British Columbia Investment Management
British Columbia, Canada
$869K -$13.3M -331,667 -94%
IWC
360
Integrated Wealth Concepts
Massachusetts
$867K +$77.8K +1,940 +10%
SS
361
Simplicity Solutions
Minnesota
$865K +$865K +21,536 New
BFG
362
Bleakley Financial Group
New Jersey
$865K +$865K +21,536 New
HIMC
363
Heritage Investors Management Corp
Maryland
$845K -$15.6K -389 -2%
TRCT
364
Tower Research Capital (TRC)
New York
$844K +$805K +20,070 +2,088%
HWM
365
Hemington Wealth Management
Virginia
$838K
WI
366
Wintrust Investments
Illinois
$828K +$98.2K +2,450 +13%
RRA
367
Round Rock Advisors
Connecticut
$821K +$821K +20,475 New
WCM Investment Management
368
WCM Investment Management
California
$818K -$18.5K -461 -2%
AF
369
Apexium Financial
Texas
$817K +$334K +8,324 +69%
VWM
370
Venturi Wealth Management
Texas
$814K +$213K +5,300 +35%
MGWM
371
Marks Group Wealth Management
Minnesota
$812K -$4.65K -116 -0.6%
NS
372
NBC Securities
Alabama
$797K -$48.4K -1,207 -6%
AWM
373
AE Wealth Management
Kansas
$793K +$78.9K +1,943 +11%
CS
374
Cannell & Spears
New York
$790K -$503K -12,536 -39%
VPI
375
Value Partners Investments
Manitoba, Canada
$784K +$75.5K +1,879 +11%