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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
401
Compass Ion Advisors
Pennsylvania
$680K -$372K -9,105 -35%
FPF
402
First Pacific Financial
Washington
$672K +$23.1K +551 +4%
CRC
403
Curi RMB Capital
Illinois
$671K -$502 -12 -0.1%
AWM
404
Apollon Wealth Management
South Carolina
$668K -$86.5K -2,065 -11%
SFA
405
Sequoia Financial Advisors
Ohio
$665K +$29.4K +703 +5%
MC
406
Maverick Capital
Texas
$663K +$663K +15,841 New
SIA
407
Schechter Investment Advisors
Michigan
$657K +$7.04K +168 +1%
FRM
408
Fox Run Management
Connecticut
$649K +$649K +15,498 New
PAG
409
Private Advisor Group
New Jersey
$643K +$20.3K +486 +3%
CC
410
Centiva Capital
New York
$639K +$639K +15,254 New
AUB
411
Atlantic Union Bankshares
Virginia
$633K -$65.1K -1,554 -9%
CS
412
Candriam SCA
Luxembourg
$632K -$83.9K -2,004 -12%
Verition Fund Management
413
Verition Fund Management
Connecticut
$630K
AC
414
Avenir Corporation
Virginia
$628K
BRWA
415
B. Riley Wealth Advisors
Florida
$626K +$22.4K +715 +4%
BCI
416
Brinker Capital Investments
Pennsylvania
$614K +$4.77K +114 +0.8%
OPS
417
Orion Portfolio Solutions
Nebraska
$614K +$4.77K +114 +0.8%
AC
418
ASB Consultores
Florida
$610K +$610K +14,572 New
HWM
419
HB Wealth Management
Georgia
$597K +$3.69K +88 +0.6%
MC
420
Moors & Cabot
Massachusetts
$594K +$18.2K +435 +3%
SCA
421
Snowden Capital Advisors
New York
$592K +$7.41K +177 +1%
LC
422
Lincoln Capital
Nebraska
$581K -$209 -5 -0%
NW
423
NewEdge Wealth
Pennsylvania
$568K -$6.08K -146 -1%
FHB
424
First Hawaiian Bank
Hawaii
$565K -$35.8K -855 -6%
MIM
425
Meixler Investment Management
Arizona
$557K -$122K -2,906 -18%