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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WHC
426
Wulff, Hansen & Co
California
$319K -$1.28M -39,146 -80%
MML Investors Services
427
MML Investors Services
Massachusetts
$318K +$57.3K +1,702 +22%
Fisher Asset Management
428
Fisher Asset Management
Washington
$316K +$7.74K +230 +3%
SCM
429
SKBA Capital Management
California
$316K -$97.6K -2,900 -24%
BS
430
Bessemer Securities
New York
$315K -$225K -6,700 -42%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$305K -$18.5K -550 -6%
KIA
432
Kraematon Investment Advisors
Massachusetts
$304K +$202 +6 +0.1%
WWC
433
Waypoint Wealth Counsel
Georgia
$302K -$1.48K -44 -0.5%
IAA
434
Independent Advisor Alliance
North Carolina
$302K +$36K +1,071 +14%
DLA
435
Douglas Lane & Associates
New York
$300K -$112K -3,324 -27%
DZ Bank
436
DZ Bank
Germany
$297K
RhumbLine Advisers
437
RhumbLine Advisers
Massachusetts
$290K +$290K +8,626 New
QCM
438
Quantinno Capital Management
New York
$286K +$61.6K +1,829 +27%
TPM
439
Triasima Portfolio Management
Quebec, Canada
$285K -$17M -380,381 -98%
B
440
Bailard
California
$282K
FWP
441
Firethorn Wealth Partners
Georgia
$281K +$34 +1 +0%
FA
442
Fortis Advisors
Pennsylvania
$278K
AT
443
Avalon Trust
New Mexico
$278K
CSI
444
Cross Staff Investments
New York
$272K -$33.2K -987 -11%
IWM
445
IHT Wealth Management
Illinois
$269K -$13.6K -403 -5%
RWM
446
Ritholtz Wealth Management
New York
$263K +$11.1K +331 +4%
AWAU
447
Alliance Wealth Advisors (Utah)
Utah
$258K +$14.9K +444 +6%
Lido Advisors
448
Lido Advisors
California
$257K -$309K -9,169 -55%
FFN
449
Focus Financial Network
Minnesota
$254K -$18.9K -562 -7%
BWA
450
Bordeaux Wealth Advisors
California
$247K +$247K +7,338 New