BN icon

Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
401
Giverny Capital
Quebec, Canada
$756K
Cerity Partners
402
Cerity Partners
New York
$749K +$234K +6,496 +45%
RHBC
403
R.H. Bluestein & Co
Michigan
$745K
SIA
404
Schechter Investment Advisors
Michigan
$742K +$60.4K +1,680 +9%
JSC
405
Jackson Square Capital
California
$733K -$2.36M -65,708 -76%
RCC
406
Red Cedar Capital
Nebraska
$730K +$17.7K +491 +2%
BA
407
Bridgewater Associates
Connecticut
$712K -$14.7K -410 -2%
WT
408
Whittier Trust
California
$703K +$18.5K +515 +3%
CRC
409
Curi RMB Capital
Illinois
$699K +$6.33K +176 +0.9%
LIM
410
Lagoda Investment Management
New York
$697K +$101K +2,808 +17%
CSIC
411
Clifford Swan Investment Counsel
California
$692K +$271K +7,542 +64%
RIG
412
Roosevelt Investment Group
New York
$687K -$11K -305 -2%
CFS
413
CRA Financial Services
New Jersey
$677K +$10.1K +280 +2%
LPT
414
Legacy Private Trust
Wisconsin
$656K
VAS
415
Vestmark Advisory Solutions
Massachusetts
$655K +$16.3K +454 +3%
USCWA
416
U.S. Capital Wealth Advisors
Texas
$645K +$645K +17,937 New
AG
417
AIA Group
Hong Kong
$638K +$88.7K +2,466 +16%
BlackRock
418
BlackRock
New York
$613K -$97.5K -2,710 -14%
MC
419
Moors & Cabot
Massachusetts
$613K +$81.5K +2,265 +15%
JAFL
420
Jay A. Fishman Ltd
Michigan
$609K -$31.1K -866 -5%
FTDI
421
First Trust Direct Indexing
Massachusetts
$609K -$3.2K -89 -0.5%
LA
422
LVW Advisors
New York
$602K +$4.46K +124 +0.7%
DZ Bank
423
DZ Bank
Germany
$601K +$261K +7,243 +77%
RJT
424
Raymond James Trust
Florida
$597K +$20.1K +559 +3%
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
$596K +$596K +16,599 New