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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 %
RRA
376
Round Rock Advisors
Connecticut
$857K
WI
377
Wintrust Investments
Illinois
$853K -$11.5K -275 -1%
VWM
378
Venturi Wealth Management
Texas
$850K
RWM
379
Ritholtz Wealth Management
New York
$848K +$443K +10,572 +109%
KAS
380
Kestra Advisory Services
Texas
$837K +$65.8K +1,571 +9%
MGWM
381
Marks Group Wealth Management
Minnesota
$836K -$11.3K -269 -1%
NS
382
NBC Securities
Alabama
$831K -$837 -20 -0.1%
LAM
383
Lakewood Asset Management
Illinois
$824K +$109K +2,594 +15%
WCM Investment Management
384
WCM Investment Management
California
$818K -$34.2K -817 -4%
CL
385
Choreo LLC
Illinois
$786K -$1.13K -27 -0.1%
SWM
386
Segment Wealth Management
Texas
$765K
CA
387
Cetera Advisors
Colorado
$751K +$487K +11,620 +184%
GT
388
Glenview Trust
Kentucky
$750K -$13K -311 -2%
CT
389
Clearstead Trust
Maine
$749K -$9K -215 -1%
BP
390
BBR Partners
New York
$746K +$332K +7,921 +80%
WT
391
Whittier Trust
California
$718K
Squarepoint
392
Squarepoint
New York
$718K +$718K +17,155 New
GCP
393
GSA Capital Partners
United Kingdom
$717K +$340K +8,130 +90%
P
394
Pitcairn
Pennsylvania
$715K +$715K +17,080 New
AC
395
Armistice Capital
New York
$715K +$197K +4,711 +38%
SWA
396
Strata Wealth Advisors
Texas
$705K -$1.02M -24,433 -59%
IP
397
Intellectus Partners
California
$705K -$4.27K -102 -0.6%
RFC
398
Regions Financial Corp
Alabama
$703K -$18.5K -441 -3%
EGM
399
Engineers Gate Manager
New York
$696K +$696K +16,615 New
HBCM
400
Heron Bay Capital Management
Michigan
$694K -$126 -3 -0%