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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
426
Clearstead Advisors
Ohio
$584K -$19.2K -535 -3%
Cetera Investment Advisers
427
Cetera Investment Advisers
Illinois
$584K -$17.2K -479 -3%
GWM
428
Geneos Wealth Management
Colorado
$582K -$764 -21 -0.1%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$580K +$580K +16,124 New
YIH
430
Y-Intercept (HK)
Hong Kong
$578K -$525K -14,614 -48%
IA
431
IFP Advisors
Florida
$576K
IFWM
432
Institute for Wealth Management
Colorado
$574K
FWP
433
Firethorn Wealth Partners
Georgia
$573K -$3.37K -84 -0.6%
CIC
434
Crawford Investment Counsel
Georgia
$570K
RCA
435
Resonant Capital Advisors
Wisconsin
$569K +$35.3K +981 +7%
DHFB
436
Dixon Hubard Feinour & Brown
Virginia
$567K +$125K +3,484 +28%
DLA
437
Douglas Lane & Associates
New York
$560K
AC
438
Avenir Corporation
Virginia
$556K
PP
439
Paloma Partners
Connecticut
$547K +$329K +9,154 +151%
M&T Bank
440
M&T Bank
New York
$543K +$166K +6,154 +44%
ACP
441
Arcus Capital Partners
Georgia
$542K +$2.12K +59 +0.4%
PFO
442
Pathstone Family Office
New Jersey
$526K +$526K +14,642 New
EWM
443
Empirical Wealth Management
Washington
$518K -$55.6K -1,546 -10%
4WM
444
4J Wealth Management
Virginia
$516K +$24.9K +693 +5%
DWT
445
Dorsey & Whitney Trust
South Dakota
$516K +$52.2K +1,451 +11%
GIBU
446
Gulf International Bank (UK)
United Kingdom
$513K
VPIM
447
Vanguard Personalized Indexing Management
California
$507K +$137K +3,804 +37%
FPF
448
First Pacific Financial
Washington
$504K +$17.9K +499 +4%
WTC
449
WhitTier Trust Company
Nevada
$499K +$19K +529 +4%
RWM
450
Ritholtz Wealth Management
New York
$497K -$202K -5,609 -29%