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Brookfield

433 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
9.94%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.94%
New
65
Increased
147
Reduced
133
Closed
45
Calls
$12.3M
Puts
$32.1M
Net Calls
-$19.7M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
401
MCF Advisors
Kentucky
$14K +$14K +654 New
CIP
402
Convergence Investment Partners
Florida
$14K +$14K +689 New
THWM
403
Taylor Hoffman Wealth Management
Virginia
$13K
YWP
404
YorkBridge Wealth Partners
New York
$13K
SWM
405
SeaCrest Wealth Management
New York
$13K
FA
406
Fortis Advisors
Pennsylvania
$12K
MSTVIM
407
Messner & Smith Theme Value Investment Management
California
$12K +$12K +572 New
SEI Investments
408
SEI Investments
Pennsylvania
$11K +$5.36K +245 +95%
FAM
409
Fred Alger Management
New York
$10K -$11.9K -557 -54%
IIC
410
Integrated Investment Consultants
Michigan
$10K +$10K +465 New
SFM
411
Signet Financial Management
New Jersey
$10K +$10K +499 New
TL
412
TrueWealth LLC
Georgia
$9K -$49.3K -2,373 -85%
WTB
413
Washington Trust Bank
Washington
$9K +$9K +433 New
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$8K -$5.99K -280 -43%
JWA
415
JFS Wealth Advisors
Pennsylvania
$8K
OIA
416
Optimum Investment Advisors
Illinois
$7K +$7K +340 New
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$6K
ML
418
McAdam LLC
Pennsylvania
$6K +$6K +280 New
AOWM
419
Alpha Omega Wealth Management
Virginia
$6K +$6K +290 New
APP
420
Avantax Planning Partners
Iowa
$6K +$6K +301 New
HI
421
Hudock Inc
Pennsylvania
$5K -$2.18K -109 -30%
CCM
422
Cribstone Capital Management
Maine
$5K
OIA
423
OneDigital Investment Advisors
Kansas
$5K
WWM
424
Wagner Wealth Management
South Carolina
$4K
AAM
425
Advisors Asset Management
Colorado
$4K +$4K +196 New