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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
UM
351
UniSuper Management
Australia
$1.11M +$516K +9,100 +87%
CCIA
352
Campbell & Co Investment Adviser
Maryland
$1.09M -$236K -5,637 -18%
PIA
353
Powell Investment Advisors
Florida
$1.09M
CSIC
354
Clifford Swan Investment Counsel
California
$1.06M +$308K +7,368 +41%
Wealth Enhancement Advisory Services
355
Wealth Enhancement Advisory Services
Minnesota
$1.04M -$25.9K -619 -2%
PGAM
356
Princeton Global Asset Management
New Jersey
$1.03M
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$1.02M -$82.6K -1,971 -7%
TIAA Trust, National Association
358
TIAA Trust, National Association
North Carolina
$1.01M -$9.04K -216 -0.9%
FIA
359
Foundations Investment Advisors
Arizona
$990K -$27K -645 -3%
S
360
SimplyRich
California
$987K
BGCP
361
Bristol Gate Capital Partners
Ontario, Canada
$978K +$297K +7,107 +44%
GT
362
Glenmede Trust
Pennsylvania
$973K +$22.2K +530 +2%
WKWM
363
Walter & Keenan Wealth Management
Indiana
$965K
SFS
364
Sowell Financial Services
Arkansas
$950K -$8.62K -206 -0.9%
IWC
365
Integrated Wealth Concepts
Massachusetts
$935K +$30.2K +721 +3%
BFG
366
Bleakley Financial Group
New Jersey
$922K +$20.7K +494 +2%
SW
367
Simplicity Wealth
New Jersey
$922K +$922K +22,030 New
BCA
368
Bray Capital Advisors
Florida
$914K
WTA
369
Washington Trust Advisors
Massachusetts
$913K -$6.28K -150 -0.7%
VPI
370
Value Partners Investments
Manitoba, Canada
$909K +$93.4K +2,232 +11%
PWG
371
Portside Wealth Group
Utah
$901K -$239K -5,698 -21%
YIH
372
Y-Intercept (HK)
Hong Kong
$892K -$17.8K -425 -2%
HIMC
373
Heritage Investors Management Corp
Maryland
$882K
Wolverine Trading
374
Wolverine Trading
Illinois
$880K +$461K +11,021 +110%
HWM
375
Hemington Wealth Management
Virginia
$879K +$4.52K +108 +0.5%