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Brookfield

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
376
Jag Capital Management
Missouri
$1.02M -$48.3K -1,344 -5%
HFS
377
Hantz Financial Services
Michigan
$1.01M +$286K +6,247 +40%
SFI
378
Susquehanna Fundamental Investments
Pennsylvania
$1M +$1M +21,913 New
Luther King Capital Management (LKCM)
379
Luther King Capital Management (LKCM)
Texas
$981K +$981K +21,447 New
CW
380
CreativeOne Wealth
Kansas
$978K -$12.5K -274 -1%
WI
381
Wintrust Investments
Illinois
$962K
GC
382
Giverny Capital
Quebec, Canada
$961K
RHBC
383
R.H. Bluestein & Co
Michigan
$948K
BA
384
Bridgewater Associates
Connecticut
$927K
RCC
385
Red Cedar Capital
Nebraska
$906K
BlackRock
386
BlackRock
New York
$903K -$49.4K -1,081 -5%
RIG
387
Roosevelt Investment Group
New York
$888K -$5.49K -120 -0.6%
RWM
388
Ritholtz Wealth Management
New York
$888K +$151K +3,310 +21%
GC
389
Gilbert & Cook
Iowa
$883K -$8.05K -176 -0.9%
CRC
390
Curi RMB Capital
Illinois
$881K
DA
391
Duality Advisers
Florida
$881K +$881K +19,263 New
WT
392
Whittier Trust
California
$871K +$6.22K +136 +0.7%
SIA
393
Schechter Investment Advisors
Michigan
$867K +$205K +4,472 +31%
CFS
394
CRA Financial Services
New Jersey
$849K
LPT
395
Legacy Private Trust
Wisconsin
$834K -$70.7K -1,546 -8%
Mitsubishi UFJ Trust & Banking
396
Mitsubishi UFJ Trust & Banking
Japan
$824K -$115K -2,519 -12%
JAFL
397
Jay A. Fishman Ltd
Michigan
$815K -$79.2K -1,732 -9%
NW
398
NewEdge Wealth
Pennsylvania
$813K +$489K +10,680 +151%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$813K +$525K +11,475 +182%
FTDI
400
First Trust Direct Indexing
Massachusetts
$779K -$22.6K -495 -3%