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Brookfield

422 hedge funds and large institutions have $24.7B invested in Brookfield in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-11
Holders Change %
-2.54%
% of All Funds
9.67%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.87%
New
33
Increased
142
Reduced
146
Closed
42
Calls
$43.8M
Puts
$32.3M
Net Calls
+$11.4M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
Holloway Wealth Management
Florida
$11K -$20K
TL
402
TrueWealth LLC
Georgia
$9K
AOWM
403
Alpha Omega Wealth Management
Virginia
$9K +$2.97K +143 +49%
AAM
404
Advisors Asset Management
Colorado
$9K +$4.95K +239 +122%
OIA
405
Optimum Investment Advisors
Illinois
$7K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$6.37K +$6.37K +293 New
OIA
407
OneDigital Investment Advisors
Kansas
$6K
ML
408
McAdam LLC
Pennsylvania
$6K +$305 +15 +5%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +280 New
HI
410
Hudock Inc
Pennsylvania
$5K
CCM
411
Cribstone Capital Management
Maine
$5K
FAM
412
Fred Alger Management
New York
$4K -$5.06K -262 -56%
WWM
413
Wagner Wealth Management
South Carolina
$4K
LWM
414
Lenox Wealth Management
Ohio
$4K +$510 +26 +15%
SA
415
SRH Advisors
Kansas
$3K
MWM
416
Mascoma Wealth Management
New Hampshire
$3K
PCA
417
Providence Capital Advisors
North Carolina
$3K
QCG
418
Quadrant Capital Group
Ohio
$2K -$21K -976 -91%
GRP
419
Global Retirement Partners
California
$2K
GAM
420
Gemmer Asset Management
California
$2K +$161 +9 +9%
CFD
421
Creative Financial Designs
Indiana
$1K
AC
422
Avestar Capital
New York
$1K +$822 +97 +462%
BWA
423
Brave Warrior Advisors
New York
-$99.7M -4,778,676 Closed
DSA
424
Davis Selected Advisers
Arizona
-$27.8M -1,331,416 Closed
H
425
Hexavest
Quebec, Canada
-$15.8M -756,299 Closed