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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
401
Private Advisor Group
New Jersey
$597K +$68.7K +1,713 +13%
FHB
402
First Hawaiian Bank
Hawaii
$576K -$44K -1,096 -7%
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$570K -$2.39M -59,480 -81%
HWM
404
HB Wealth Management
Georgia
$568K -$30.9K -770 -5%
BCI
405
Brinker Capital Investments
Pennsylvania
$566K -$2.65K -68 -0.5%
OPS
406
Orion Portfolio Solutions
Nebraska
$566K -$2.65K -68 -0.5%
SCA
407
Snowden Capital Advisors
New York
$563K -$128K -3,174 -19%
UM
408
UniSuper Management
Australia
$558K
LC
409
Lincoln Capital
Nebraska
$557K +$241 +6 +0%
NW
410
NewEdge Wealth
Pennsylvania
$553K -$98K -2,443 -15%
MC
411
Moors & Cabot
Massachusetts
$551K -$6.02K -150 -1%
CFS
412
CRA Financial Services
New Jersey
$532K
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$525K +$525K +13,080 New
RJT
414
Raymond James Trust
Florida
$521K -$57.5K -1,433 -10%
CIC
415
Crawford Investment Counsel
Georgia
$521K +$5.98K +149 +1%
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$509K +$68.5K +1,707 +16%
MWA
417
Midland Wealth Advisors
Illinois
$500K +$500K +12,460 New
Prudential Financial
418
Prudential Financial
New Jersey
$499K +$499K +12,402 New
AC
419
Armistice Capital
New York
$496K +$496K +12,355 New
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$494K
QWM
421
Quadcap Wealth Management
Texas
$487K +$487K +12,151 New
VAS
422
Vestmark Advisory Solutions
Massachusetts
$467K -$120K -2,979 -20%
VFA
423
Voya Financial Advisors
Connecticut
$460K -$5.75K -143 -1%
WTC
424
WhitTier Trust Company
Nevada
$433K
AIM
425
Anchor Investment Management
South Carolina
$432K -$6.02K -150 -1%