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Brookfield

661 hedge funds and large institutions have $54B invested in Brookfield in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
11.61%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.3%
New
76
Increased
274
Reduced
180
Closed
33
Calls
$26.2M
Puts
$39.5M
Net Calls
-$13.3M
Net Calls Change
+$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$578K
MPM
402
Meritage Portfolio Management
Kansas
$575K
WAM
403
Wolverine Asset Management
Illinois
$572K
CSIC
404
Clifford Swan Investment Counsel
California
$570K
SG Americas Securities
405
SG Americas Securities
New York
$570K +$464K +10,727 +437%
ALAM
406
Asahi Life Asset Management
Japan
$569K +$569K +13,149 New
MWM
407
Mattern Wealth Management
Kansas
$568K +$7.35K +170 +1%
PGFC
408
Peapack-Gladstone Financial Corp
New Jersey
$564K +$37.4K +866 +7%
BAM
409
Belpointe Asset Management
Nevada
$546K +$30.9K +715 +6%
SI
410
Stephens Inc
Arkansas
$545K -$124K -2,865 -19%
GPA
411
Garrison Point Advisors
California
$542K
PSUF
412
People's United Financial
Connecticut
$540K +$105K +2,422 +24%
MML Investors Services
413
MML Investors Services
Massachusetts
$528K +$165K +3,819 +45%
Fisher Asset Management
414
Fisher Asset Management
Washington
$527K -$5.79K -134 -1%
PP
415
PDT Partners
New York
$524K -$398K -9,209 -43%
SWM
416
Segment Wealth Management
Texas
$521K
YWP
417
YorkBridge Wealth Partners
New York
$519K -$16.1K -372 -3%
HB
418
Homrich & Berg
Georgia
$519K
IAA
419
Independent Advisor Alliance
North Carolina
$518K +$87K +2,011 +20%
GFS
420
GYL Financial Synergies
Connecticut
$511K -$278K -6,415 -35%
WIM
421
Wittenberg Investment Management
Massachusetts
$506K
Vontobel Holding
422
Vontobel Holding
Switzerland
$502K +$502K +11,593 New
SCM
423
SKBA Capital Management
California
$501K -$5.32K -123 -1%
LWAC
424
Laurel Wealth Advisors (California)
California
$500K -$43 -1 -0%
WCWM
425
Willow Creek Wealth Management
California
$495K