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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FHB
426
First Hawaiian Bank
Hawaii
$688K -$29.7K -559 -4%
HBCM
427
Heron Bay Capital Management
Michigan
$687K -$206K -3,871 -23%
RI
428
Rinkey Investments
California
$667K
MWA
429
Midland Wealth Advisors
Illinois
$662K
CG
430
Caprock Group
Idaho
$655K +$15.9K +300 +2%
Pacer Advisors
431
Pacer Advisors
Pennsylvania
$651K -$6.01K -113 -0.9%
AFG
432
Atomi Financial Group
New York
$644K +$160K +3,005 +33%
AF
433
Apexium Financial
Texas
$640K
QWM
434
Quadcap Wealth Management
Texas
$624K -$8.29K -156 -1%
FIM
435
Freedom Investment Management
Connecticut
$619K +$619K +11,652 New
MMA
436
Miracle Mile Advisors
California
$612K +$612K +11,516 New
MIM
437
Meixler Investment Management
Arizona
$600K -$64.5K -1,214 -10%
DR
438
Davis Rea
Ontario, Canada
$597K -$26.6K -500 -4%
IWM
439
IHT Wealth Management
Illinois
$593K +$102K +1,908 +21%
RJT
440
Raymond James Trust
Florida
$593K -$68.9K -1,297 -10%
IWA
441
Icon Wealth Advisors
Texas
$577K +$40.8K +768 +8%
CFO
442
Callan Family Office
Pennsylvania
$575K +$3.77K +71 +0.7%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$573K +$2.82K +53 +0.5%
AGP
444
Autumn Glory Partners
Texas
$570K +$310K +5,827 +119%
N
445
Natixis
France
$569K -$126K -2,380 -18%
MPM
446
Meritage Portfolio Management
Kansas
$564K -$3.13K -59 -0.6%
WANY
447
Wealthspire Advisors (New York)
New York
$561K +$561K +10,550 New
MWM
448
Mattern Wealth Management
Kansas
$557K
FTDI
449
First Trust Direct Indexing
Massachusetts
$551K +$15.5K +292 +3%
GPA
450
Garrison Point Advisors
California
$538K