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Brookfield

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
401
North Star Investment Management
Illinois
$60K -$3.94K -159 -6%
ECM
402
Estabrook Capital Management
New York
$58.3K
TWA
403
TCI Wealth Advisors
Arizona
$57K
APA
404
American Portfolios Advisors
New York
$48.5K -$42.7K -1,712 -47%
LFG
405
LifePlan Financial Group
Ohio
$48K
WCM
406
Whitener Capital Management
North Carolina
$47K
CB
407
Community Bank
New York
$47K
CFGS
408
Concourse Financial Group Securities
Alabama
$43K +$36.2K +1,480 +529%
AP
409
Arlington Partners
Alabama
$42K
CFA
410
Carroll Financial Associates
North Carolina
$42K +$19.5K +792 +87%
ST
411
Smithfield Trust
Pennsylvania
$41K -$41K -1,646 -50%
Marshall Wace
412
Marshall Wace
United Kingdom
$37K -$273K -11,024 -88%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$37K -$9.37K -380 -20%
ClearBridge Investments
414
ClearBridge Investments
New York
$37K
BBHC
415
Brown Brothers Harriman & Co
New York
$33K +$33K +1,308 New
AOWM
416
Alpha Omega Wealth Management
Virginia
$32K +$9.55K +383 +43%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$29.8K
CHC
418
City Holding Co
West Virginia
$29K
CAW
419
Cornerstone Advisors (Washington)
Washington
$29K +$9.58K +388 +49%
ZB
420
Zions Bancorporation
Utah
$27K +$27K +1,069 New
PB
421
Pinnacle Bancorp
Nebraska
$26K
LWM
422
Lenox Wealth Management
Ohio
$26K +$23.3K +935 +866%
IA
423
IFP Advisors
Florida
$25K -$143K -5,719 -85%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$25K +$17.3K +628 +224%
FGAM
425
Financial Gravity Asset Management
Texas
$24K +$24K +959 New