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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 %
Fisher Asset Management
451
Fisher Asset Management
Washington
$495K -$6.46K -180 -1%
IWC
452
Integrated Wealth Concepts
Massachusetts
$493K +$11.7K +325 +2%
MPM
453
Meritage Portfolio Management
Kansas
$478K
WAM
454
Wolverine Asset Management
Illinois
$475K
BAM
455
Belpointe Asset Management
Nevada
$470K +$4.32K +120 +0.9%
MOS
456
MGO One Seven
Ohio
$468K -$1.94K -54 -0.4%
MWM
457
Mattern Wealth Management
Kansas
$466K -$6.11K -170 -1%
NCM
458
Next Capital Management
New York
$466K
HWM
459
HB Wealth Management
Georgia
$466K +$10.7K +297 +2%
SCM
460
SKBA Capital Management
California
$466K +$48.9K +1,360 +12%
IC
461
Inscription Capital
Texas
$455K +$288K +8,002 +172%
PAG
462
Private Advisor Group
New Jersey
$452K -$9.57K -266 -2%
GPA
463
Garrison Point Advisors
California
$450K
ICG
464
InterOcean Capital Group
Tennessee
$437K +$437K +12,170 New
FFN
465
Focus Financial Network
Minnesota
$436K +$2.41K +67 +0.6%
SWM
466
Segment Wealth Management
Texas
$433K -$4.31K -120 -1%
YWP
467
YorkBridge Wealth Partners
New York
$431K
EWA
468
EP Wealth Advisors
California
$431K +$268K +7,443 +164%
FP
469
Financial Perspectives
Minnesota
$422K
CSI
470
Cross Staff Investments
New York
$422K -$5.94K -165 -1%
N
471
Natixis
France
$421K -$535K -14,877 -56%
Mitsubishi UFJ Trust & Banking
472
Mitsubishi UFJ Trust & Banking
Japan
$417K -$230K -6,401 -36%
LWAC
473
Laurel Wealth Advisors (California)
California
$416K
KIA
474
Kraematon Investment Advisors
Massachusetts
$415K +$180 +5 +0%
RAM
475
Rempart Asset Management
Canada
$415K +$27.8K +773 +7%