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Brookfield

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
376
First Personal Financial Services
North Carolina
$159K
FHA
377
First Horizon Advisors
Tennessee
$140K -$106K -4,257 -43%
FHA
378
Flagship Harbor Advisors
Massachusetts
$116K +$324 +13 +0.3%
BWA
379
Burt Wealth Advisors
Maryland
$111K
POIA
380
Pin Oak Investment Advisors
Texas
$110K
TSW
381
Thompson Siegel & Walmsley
Virginia
$105K
OFW
382
Omnia Family Wealth
Florida
$105K
FA
383
Fortis Advisors
Pennsylvania
$96K -$14.1K -561 -13%
GWS
384
Glassman Wealth Services
Virginia
$96K -$100 -4 -0.1%
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K -$69.8K -2,803 -43%
PCP
386
Proficio Capital Partners
Massachusetts
$93K -$7.76K -310 -8%
CHP
387
Cable Hill Partners
Oregon
$92K +$50K +1,999 +119%
SIA
388
SeaBridge Investment Advisors
New Jersey
$91K
BCI
389
Brinker Capital Investments
Pennsylvania
$91K +$91K +3,644 New
BC
390
Bartlett & Co
Ohio
$84K
BCWM
391
Bartlett & Co Wealth Management
Ohio
$84K
SBL
392
Sargent Bickham Lagudis
Colorado
$83K +$83K +3,326 New
CBOA
393
Commonwealth Bank of Australia
Australia
$78K
SIAS
394
Shine Investment Advisory Services
Colorado
$74K
UBS AM
395
UBS AM
Illinois
$73K +$9.74K +390 +15%
S
396
SignatureFD
Georgia
$71K +$56.9K +2,289 +403%
PFO
397
Pathstone Family Office
New Jersey
$70K +$70K +2,784 New
CIM
398
Contravisory Investment Management
Massachusetts
$66K +$44.9K +1,795 +213%
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$62K +$62K +2,474 New
BDS
400
Banco de Sabadell
Florida
$61K