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Brookfield

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
426
Fisher Asset Management
Washington
$639K +$72.5K +1,584 +13%
4WM
427
4J Wealth Management
Virginia
$625K +$117K +2,557 +23%
FPF
428
First Pacific Financial
Washington
$619K +$23.2K +507 +4%
IWC
429
Integrated Wealth Concepts
Massachusetts
$612K -$7.23K -158 -1%
WTC
430
WhitTier Trust Company
Nevada
$611K
MPM
431
Meritage Portfolio Management
Kansas
$608K
WAM
432
Wolverine Asset Management
Illinois
$605K
MWM
433
Mattern Wealth Management
Kansas
$601K
MOS
434
MGO One Seven
Ohio
$598K -$1.42K -31 -0.2%
SG Americas Securities
435
SG Americas Securities
New York
$595K
NCM
436
Next Capital Management
New York
$594K
BAM
437
Belpointe Asset Management
Nevada
$592K +$15.1K +331 +3%
DWT
438
Dorsey & Whitney Trust
South Dakota
$590K +$240K +5,240 +68%
PAG
439
Private Advisor Group
New Jersey
$587K -$57.5K -1,256 -9%
HWM
440
HB Wealth Management
Georgia
$580K +$30.6K +669 +6%
IA
441
IFP Advisors
Florida
$576K +$30K +905 +6%
GPA
442
Garrison Point Advisors
California
$573K
DHFB
443
Dixon Hubard Feinour & Brown
Virginia
$562K +$110K +2,396 +24%
MML Investors Services
444
MML Investors Services
Massachusetts
$561K +$34.9K +762 +7%
SWM
445
Segment Wealth Management
Texas
$557K +$5.49K +120 +1%
FFN
446
Focus Financial Network
Minnesota
$552K +$552K +12,061 New
YWP
447
YorkBridge Wealth Partners
New York
$548K
CSI
448
Cross Staff Investments
New York
$544K -$4.62K -101 -0.8%
TI
449
Trexquant Investment
Connecticut
$542K +$542K +11,848 New
AF
450
Apexium Financial
Texas
$540K