BN icon

Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
451
Clearstead Advisors
Ohio
$290K +$145K +4,631 +100%
BIC
452
Beach Investment Counsel
Pennsylvania
$288K +$288K +9,200 New
RWM
453
Ritholtz Wealth Management
New York
$284K +$39.8K +1,274 +16%
DLA
454
Douglas Lane & Associates
New York
$282K +$3.13K +100 +1%
SCM
455
SKBA Capital Management
California
$282K -$11.6K -372 -4%
RhumbLine Advisers
456
RhumbLine Advisers
Massachusetts
$276K +$6.1K +195 +2%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$274K +$110K +3,513 +67%
AWAU
458
Alliance Wealth Advisors (Utah)
Utah
$263K +$23.5K +750 +10%
B
459
Bailard
California
$262K
KIA
460
Kraematon Investment Advisors
Massachusetts
$259K -$23.3K -746 -8%
FWP
461
Firethorn Wealth Partners
Georgia
$258K -$3K -96 -1%
FA
462
Fortis Advisors
Pennsylvania
$258K
AT
463
Avalon Trust
New Mexico
$258K
VF
464
Virtu Financial
New York
$254K +$254K +8,115 New
CSI
465
Cross Staff Investments
New York
$253K
CBTWT
466
Community Bank & Trust (Waco, Texas)
Texas
$250K +$250K +6,106 New
IAS
467
Insigneo Advisory Services
Florida
$249K +$249K +7,917 New
CB
468
Commerce Bank
Missouri
$248K +$248K +7,923 New
LC
469
Lindbrook Capital
California
$245K +$17.8K +569 +8%
WWC
470
Waypoint Wealth Counsel
Georgia
$244K -$37.2K -1,190 -13%
FFN
471
Focus Financial Network
Minnesota
$239K +$3.66K +117 +2%
DZ Bank
472
DZ Bank
Germany
$239K -$37.5K -1,200 -14%
IWM
473
IHT Wealth Management
Illinois
$237K -$12.4K -398 -5%
BWA
474
Bordeaux Wealth Advisors
California
$229K
ANTB
475
AMG National Trust Bank
Colorado
$229K +$34.8K +1,113 +18%