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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
401
IFP Advisors
Florida
$386K -$50.5K -1,500 -12%
WT
402
Whittier Trust
California
$383K
JF
403
Jump Financial
Illinois
$381K +$381K +11,309 New
VFA
404
Voya Financial Advisors
Connecticut
$378K -$3.85K -118 -1%
IWA
405
Intercontinental Wealth Advisors
Texas
$377K
SFA
406
Sequoia Financial Advisors
Ohio
$368K +$43.5K +1,293 +13%
WTC
407
WhitTier Trust Company
Nevada
$363K
MPM
408
Meritage Portfolio Management
Kansas
$362K
WAM
409
Wolverine Asset Management
Illinois
$360K
ICG
410
InterOcean Capital Group
Tennessee
$357K +$26.2K +778 +8%
PAS
411
Park Avenue Securities
New York
$356K +$356K +10,557 New
AIM
412
Anchor Investment Management
South Carolina
$355K -$197K -5,846 -36%
NCM
413
Next Capital Management
New York
$353K
MWM
414
Mattern Wealth Management
Kansas
$353K
GPA
415
Garrison Point Advisors
California
$341K
DWT
416
Dorsey & Whitney Trust
South Dakota
$335K -$4.27K -127 -1%
LPT
417
Legacy Private Trust
Wisconsin
$333K -$91.3K -2,712 -22%
M&T Bank
418
M&T Bank
New York
$332K -$6.36K -189 -2%
SWM
419
Segment Wealth Management
Texas
$328K
GWMIA
420
Global Wealth Management Investment Advisory
Florida
$326K +$36.5K +1,084 +13%
4WM
421
4J Wealth Management
Virginia
$325K -$22.2K -661 -6%
PM
422
Pembroke Management
Quebec, Canada
$323K +$65.9K +1,478 +26%
FW
423
FirstPurpose Wealth
Utah
$322K +$8.48K +252 +3%
GT
424
Glenview Trust
Kentucky
$320K -$46.7K -1,388 -13%
FP
425
Financial Perspectives
Minnesota
$319K