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Brookfield

600 hedge funds and large institutions have $43.8B invested in Brookfield in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
10.57%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.13%
New
76
Increased
220
Reduced
175
Closed
48
Calls
$31.6M
Puts
$31M
Net Calls
+$628K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
401
MGO One Seven
Ohio
$437K +$12.3K +345 +3%
SWM
402
Segment Wealth Management
Texas
$434K
RJT
403
Raymond James Trust
Florida
$433K -$52.1K -1,457 -11%
HB
404
Homrich & Berg
Georgia
$432K
COF
405
Capital One Financial
Virginia
$431K -$283K -7,910 -40%
MC
406
Moors & Cabot
Massachusetts
$428K +$22.7K +639 +6%
BAM
407
Belpointe Asset Management
Nevada
$423K +$127K +3,559 +43%
WIM
408
Wittenberg Investment Management
Massachusetts
$421K
CMO
409
Covenant Multifamily Offices
Texas
$421K +$421K +11,783 New
LWAC
410
Laurel Wealth Advisors (California)
California
$416K +$2.89K +81 +0.7%
SCM
411
SKBA Capital Management
California
$413K +$17.8K +498 +5%
CCM
412
Coe Capital Management
Illinois
$412K -$112K -3,127 -21%
AMCA
413
Arthur M. Cohen & Associates
Illinois
$410K -$32.5K -909 -7%
PCP
414
Proficio Capital Partners
Massachusetts
$410K +$410K +11,473 New
LIM
415
Lagoda Investment Management
New York
$401K +$147K +4,111 +58%
AF
416
Apexium Financial
Texas
$398K
RE
417
RBC Europe
United Kingdom
$397K -$11.1K -311 -3%
ACP
418
Arcus Capital Partners
Georgia
$393K +$25.2K +707 +7%
IWC
419
Integrated Wealth Concepts
Massachusetts
$388K +$143 +4 +0%
M&T Bank
420
M&T Bank
New York
$384K -$189K -5,297 -33%
CCM
421
Covington Capital Management
California
$382K
WCM
422
Weld Capital Management
New York
$378K -$119K -3,324 -24%
B
423
Bailard
California
$367K -$60K -1,681 -14%
DLA
424
Douglas Lane & Associates
New York
$367K
PSUF
425
People's United Financial
Connecticut
$362K