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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
401
Brinker Capital Investments
Pennsylvania
$873K +$96.3K +1,811 +12%
OPS
402
Orion Portfolio Solutions
Nebraska
$873K +$96.3K +1,811 +12%
SGI
403
Summit Global Investments
Utah
$871K -$294K -5,523 -25%
SC
404
Schubert & Co
Texas
$865K +$865K +16,274 New
CIA
405
Compass Ion Advisors
Pennsylvania
$839K
NW
406
NewEdge Wealth
Pennsylvania
$831K +$182K +3,426 +28%
SWA
407
Strata Wealth Advisors
Texas
$831K -$16.7K -315 -2%
AWM
408
Apollon Wealth Management
South Carolina
$811K -$36.7K -690 -4%
AC
409
Avenir Corporation
Virginia
$797K
IP
410
Intellectus Partners
California
$793K -$7.23K -136 -0.9%
PAG
411
Private Advisor Group
New Jersey
$786K -$10.8K -204 -1%
WSFS
412
Wilmington Savings Fund Society
Delaware
$784K +$784K +14,750 New
SCA
413
Snowden Capital Advisors
New York
$782K -$12.2K -229 -2%
CS
414
Candriam SCA
Luxembourg
$777K -$25K -470 -3%
GWMIA
415
Global Wealth Management Investment Advisory
Florida
$755K +$47.7K +897 +7%
PI
416
PEAK6 Investments
Illinois
$743K +$478K +9,001 +181%
LC
417
Lincoln Capital
Nebraska
$736K -$1.75K -33 -0.2%
BTWM
418
Baker Tilly Wealth Management
Wisconsin
$735K -$35.2K -662 -5%
QI
419
Qtron Investments
Massachusetts
$734K +$284K +5,332 +63%
LCWP
420
Legacy Capital Wealth Partners
Arkansas
$727K +$304K +5,727 +72%
MC
421
Moors & Cabot
Massachusetts
$722K
MML Investors Services
422
MML Investors Services
Massachusetts
$711K +$71.6K +1,347 +11%
DWAM
423
Duncan Williams Asset Management
Tennessee
$709K +$30.8K +579 +5%
CRC
424
Curi RMB Capital
Illinois
$706K
SIA
425
Schechter Investment Advisors
Michigan
$705K -$117K -2,210 -14%