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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 %
BMCM
451
Bryn Mawr Capital Management
Pennsylvania
$247K +$247K +7,336 New
FCP
452
Fidelis Capital Partners
Florida
$245K +$245K +7,294 New
RCA
453
Resonant Capital Advisors
Wisconsin
$245K -$9.76K -290 -4%
LC
454
Lindbrook Capital
California
$245K +$1.58K +47 +0.7%
USCWA
455
U.S. Capital Wealth Advisors
Texas
$244K -$18.2K -541 -7%
YIH
456
Y-Intercept (HK)
Hong Kong
$239K +$239K +7,115 New
BCWM
457
Bartlett & Co Wealth Management
Ohio
$239K
BC
458
Bartlett & Co
Ohio
$239K
HDIM
459
Hanson & Doremus Investment Management
Vermont
$234K +$234K +6,951 New
WHG
460
Westwood Holdings Group
Texas
$233K
RDIA
461
RE Dickinson Investment Advisors
Iowa
$232K +$7.58K +225 +3%
GAM
462
Griffin Asset Management
New York
$224K +$236 +7 +0.1%
LCS
463
Levin Capital Strategies
New York
$224K
LNC
464
Lincoln National Corp
Pennsylvania
$223K +$223K +6,628 New
CW
465
CreativeOne Wealth
Kansas
$223K -$72.6K -2,157 -25%
VFP
466
Verus Financial Partners
Virginia
$219K +$219K +6,146 New
PFA
467
Pure Financial Advisors
California
$218K +$3.57K +106 +2%
CT
468
Colonial Trust
South Carolina
$218K +$39.6K +1,176 +22%
CCA
469
Checchi Capital Advisers
California
$217K +$4.51K +134 +2%
NHC
470
Nicholas Hoffman & Company
Georgia
$214K +$214K +6,348 New
CCWM
471
Cassaday & Co Wealth Management
Virginia
$210K -$25.3K -750 -11%
ANTB
472
AMG National Trust Bank
Colorado
$209K +$209K +6,225 New
BSW
473
Buckingham Strategic Wealth
Missouri
$209K +$209K +6,213 New
G
474
GenTrust
Florida
$208K -$473K -14,060 -69%
HWA
475
Heartwood Wealth Advisors
Virginia
$206K +$206K +6,119 New