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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
426
Raymond James Trust
Florida
$541K -$2.64K -63 -0.5%
GWMIA
427
Global Wealth Management Investment Advisory
Florida
$533K +$1.38K +33 +0.3%
Pacer Advisors
428
Pacer Advisors
Pennsylvania
$528K -$19.6K -468 -4%
RI
429
Rinkey Investments
California
$525K +$525K +12,550 New
QCM
430
Quantinno Capital Management
New York
$524K +$150K +3,587 +40%
MWA
431
Midland Wealth Advisors
Illinois
$522K
BAMF
432
BI Asset Management Fondsmaeglerselskab
Denmark
$515K
AF
433
Apexium Financial
Texas
$505K -$349K -8,324 -41%
FDP
434
Financiere des Professionnels
Quebec, Canada
$499K -$671K -16,023 -57%
GSC
435
Grey Street Capital
Illinois
$499K +$256K +6,114 +105%
QWM
436
Quadcap Wealth Management
Texas
$498K -$10.8K -259 -2%
Envestnet Portfolio Solutions
437
Envestnet Portfolio Solutions
Illinois
$476K +$39.6K +946 +9%
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$475K +$131K +3,126 +38%
CPW
439
Crestmont Private Wealth
Texas
$471K +$39.2K +936 +9%
CFS
440
CRA Financial Services
New Jersey
$471K -$84.6K -2,021 -15%
DWAM
441
Duncan Williams Asset Management
Tennessee
$465K +$465K +11,111 New
VAS
442
Vestmark Advisory Solutions
Massachusetts
$463K -$24.5K -585 -5%
WTC
443
WhitTier Trust Company
Nevada
$452K
VFA
444
Voya Financial Advisors
Connecticut
$449K -$26.5K -637 -6%
MPM
445
Meritage Portfolio Management
Kansas
$447K
ICG
446
InterOcean Capital Group
Tennessee
$444K
NCM
447
Next Capital Management
New York
$440K
MWM
448
Mattern Wealth Management
Kansas
$439K
CB
449
Commerce Bank
Missouri
$439K
AIM
450
Anchor Investment Management
South Carolina
$438K -$13.1K -312 -3%