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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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$774K -$28.7K -715 -4%
SC
377
Syon Capital
California
$766K +$386K +9,619 +102%
CL
378
Choreo LLC
Illinois
$754K +$754K +18,805 New
KAS
379
Kestra Advisory Services
Texas
$739K -$366K -9,122 -33%
SWM
380
Segment Wealth Management
Texas
$733K +$332K +8,278 +83%
GT
381
Glenview Trust
Kentucky
$731K +$349K +8,711 +92%
CT
382
Clearstead Trust
Maine
$726K -$130K -3,235 -15%
AWM
383
Apollon Wealth Management
South Carolina
$723K +$723K +18,017 New
CSIC
384
Clifford Swan Investment Counsel
California
$722K
VPIM
385
Vanguard Personalized Indexing Management
California
$695K -$150K -3,747 -18%
RFC
386
Regions Financial Corp
Alabama
$691K +$55.2K +1,376 +9%
CS
387
Candriam SCA
Luxembourg
$689K +$4.72K +117 +0.7%
WT
388
Whittier Trust
California
$688K -$29.8K -744 -4%
LAM
389
Lakewood Asset Management
Illinois
$686K -$101K -2,525 -13%
IP
390
Intellectus Partners
California
$679K -$4.09K -102 -0.6%
AUB
391
Atlantic Union Bankshares
Virginia
$669K -$23.4K -582 -3%
HBCM
392
Heron Bay Capital Management
Michigan
$665K -$68.7K -1,713 -9%
BGCP
393
Bristol Gate Capital Partners
Ontario, Canada
$654K -$58.9K -1,466 -8%
MIM
394
Meixler Investment Management
Arizona
$651K -$581K -14,488 -47%
CRC
395
Curi RMB Capital
Illinois
$643K -$12.8K -319 -2%
SIA
396
Schechter Investment Advisors
Michigan
$624K -$19.5K -484 -3%
FPF
397
First Pacific Financial
Washington
$622K -$14.8K -368 -2%
SFA
398
Sequoia Financial Advisors
Ohio
$609K +$95.4K +2,377 +19%
Verition Fund Management
399
Verition Fund Management
Connecticut
$604K
AC
400
Avenir Corporation
Virginia
$602K