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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
376
Kestra Advisory Services
Texas
$1.18M +$66.3K +1,248 +6%
GEM
377
Global Endowment Management
North Carolina
$1.16M +$1.16M +21,845 New
BCA
378
Bray Capital Advisors
Florida
$1.16M
CWM
379
Congress Wealth Management
Massachusetts
$1.15M +$867K +16,318 +302%
WTA
380
Washington Trust Advisors
Massachusetts
$1.15M -$2.39K -45 -0.2%
TIAA Trust, National Association
381
TIAA Trust, National Association
North Carolina
$1.14M -$62.5K -1,175 -5%
ASN
382
Advisory Services Network
Georgia
$1.14M
Marshall Wace
383
Marshall Wace
United Kingdom
$1.14M +$1.14M +21,400 New
HWM
384
Hemington Wealth Management
Virginia
$1.13M +$16.2K +305 +1%
HIMC
385
Heritage Investors Management Corp
Maryland
$1.12M -$53 -1 -0%
BRWA
386
B. Riley Wealth Advisors
Florida
$1.1M -$6.48K -122 -0.6%
RRA
387
Round Rock Advisors
Connecticut
$1.09M
PWG
388
Portside Wealth Group
Utah
$1.06M -$6.17K -116 -0.6%
P
389
&Partners
Tennessee
$1.05M +$715K +13,449 +214%
LAM
390
Lakewood Asset Management
Illinois
$1.05M
WKWM
391
Walter & Keenan Wealth Management
Indiana
$1.04M
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.03M -$8.82K -166 -0.8%
NS
393
NBC Securities
Alabama
$1.01M -$6.59K -124 -0.6%
SWM
394
Segment Wealth Management
Texas
$971K
CT
395
Clearstead Trust
Maine
$935K +$1.54K +29 +0.2%
MGWM
396
Marks Group Wealth Management
Minnesota
$918K -$57.2K -1,077 -6%
WT
397
Whittier Trust
California
$912K
FPF
398
First Pacific Financial
Washington
$900K +$5.47K +103 +0.6%
RFC
399
Regions Financial Corp
Alabama
$898K -$17.9K -336 -2%
Lido Advisors
400
Lido Advisors
California
$878K -$793K -14,918 -47%