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Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HP
401
Hikari Power
Japan
$469K +$62.5K +2,000 +15%
HWM
402
HB Wealth Management
Georgia
$467K +$98.6K +3,154 +27%
GC
403
Giverny Capital
Quebec, Canada
$459K -$48.5K -1,552 -10%
BCI
404
Brinker Capital Investments
Pennsylvania
$457K -$85.7K -2,742 -16%
OPS
405
Orion Portfolio Solutions
Nebraska
$457K -$85.7K -2,742 -16%
VAS
406
Vestmark Advisory Solutions
Massachusetts
$457K
RJT
407
Raymond James Trust
Florida
$451K +$19.5K +623 +5%
UM
408
UniSuper Management
Australia
$446K
XT
409
XTX Topco
Cayman Islands
$442K +$442K +14,130 New
MC
410
Moors & Cabot
Massachusetts
$434K +$13K +416 +3%
LC
411
Lincoln Capital
Nebraska
$434K +$156 +5 +0%
CFS
412
CRA Financial Services
New Jersey
$415K
PAG
413
Private Advisor Group
New Jersey
$412K -$245K -7,844 -37%
CIC
414
Crawford Investment Counsel
Georgia
$401K -$6.25K -200 -2%
SFA
415
Sequoia Financial Advisors
Ohio
$400K +$58K +1,856 +17%
BAMF
416
BI Asset Management Fondsmaeglerselskab
Denmark
$385K
AF
417
Apexium Financial
Texas
$377K
VFA
418
Voya Financial Advisors
Connecticut
$371K -$417 -13 -0.1%
PPC
419
Park Place Capital
Alabama
$369K -$1.31K -42 -0.4%
TGAM
420
TBH Global Asset Management
Tennessee
$362K -$18.8K -600 -5%
ALAM
421
Asahi Life Asset Management
Japan
$354K +$354K +11,275 New
GWMIA
422
Global Wealth Management Investment Advisory
Florida
$343K +$40.5K +1,296 +13%
AIM
423
Anchor Investment Management
South Carolina
$341K +$11.7K +375 +4%
QCM
424
Quantinno Capital Management
New York
$341K +$74.4K +2,367 +28%
WTC
425
WhitTier Trust Company
Nevada
$338K