BN icon

Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
426
Meritage Portfolio Management
Kansas
$428K -$3.13K -78 -0.7%
O
427
Ossiam
France
$426K +$426K +10,570 New
ICG
428
InterOcean Capital Group
Tennessee
$426K
MML Investors Services
429
MML Investors Services
Massachusetts
$423K +$34.4K +858 +9%
NCM
430
Next Capital Management
New York
$421K
MWM
431
Mattern Wealth Management
Kansas
$421K
CB
432
Commerce Bank
Missouri
$420K +$103K +2,557 +32%
DWT
433
Dorsey & Whitney Trust
South Dakota
$420K +$20.5K +512 +5%
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$419K -$1.17M -29,182 -74%
CPW
435
Crestmont Private Wealth
Texas
$414K -$6.9K -172 -2%
HF
436
HRT Financial
New York
$407K -$205K -5,114 -33%
GPA
437
Garrison Point Advisors
California
$406K
WAM
438
Wolverine Asset Management
Illinois
$405K
FW
439
FirstPurpose Wealth
Utah
$404K +$8.39K +209 +2%
Wolverine Trading
440
Wolverine Trading
Illinois
$401K -$21.1K -526 -5%
HP
441
Hikari Power
Japan
$401K -$201K -5,000 -33%
M&T Bank
442
M&T Bank
New York
$400K +$12.6K +314 +3%
BP
443
BBR Partners
New York
$397K +$397K +9,900 New
LPT
444
Legacy Private Trust
Wisconsin
$397K
PPC
445
Park Place Capital
Alabama
$394K -$79.6K -1,985 -17%
IAA
446
Independent Advisor Alliance
North Carolina
$389K -$1.04K -26 -0.3%
RWM
447
Ritholtz Wealth Management
New York
$388K +$23.3K +581 +6%
VF
448
Virtu Financial
New York
$388K +$62.5K +1,557 +19%
FP
449
Financial Perspectives
Minnesota
$381K
Fisher Asset Management
450
Fisher Asset Management
Washington
$379K -$35.9K -895 -9%