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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PM
451
Pembroke Management
Quebec, Canada
$374K -$11.1K -208 -3%
BIC
452
Beach Investment Counsel
Pennsylvania
$369K
MCWA
453
Meadow Creek Wealth Advisors
Georgia
$368K +$368K +9,166 New
BCV
454
Banque Cantonale Vaudoise
Switzerland
$364K +$175K +4,328 +92%
DLA
455
Douglas Lane & Associates
New York
$362K
GCP
456
GSA Capital Partners
United Kingdom
$361K +$361K +8,997 New
QCM
457
Quantinno Capital Management
New York
$359K -$78.3K -1,944 -18%
IWM
458
IHT Wealth Management
Illinois
$352K +$47.2K +1,177 +16%
RhumbLine Advisers
459
RhumbLine Advisers
Massachusetts
$348K -$6.3K -157 -2%
FTDI
460
First Trust Direct Indexing
Massachusetts
$344K +$344K +8,575 New
4WM
461
4J Wealth Management
Virginia
$343K -$39.2K -976 -10%
SWP
462
Stratos Wealth Partners
Ohio
$342K +$65.8K +1,641 +24%
QI
463
Qtron Investments
Massachusetts
$342K +$342K +8,482 New
GIBU
464
Gulf International Bank (UK)
United Kingdom
$336K -$66.1K -1,650 -16%
KIA
465
Kraematon Investment Advisors
Massachusetts
$333K +$80 +2 +0%
FWP
466
Firethorn Wealth Partners
Georgia
$331K +$80 +2 +0%
FA
467
Fortis Advisors
Pennsylvania
$331K
AT
468
Avalon Trust
New Mexico
$331K
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$329K -$22.5K -561 -6%
SCM
470
SKBA Capital Management
California
$328K -$33.2K -828 -9%
AWAU
471
Alliance Wealth Advisors (Utah)
Utah
$322K -$15.6K -389 -5%
IAS
472
Insigneo Advisory Services
Florida
$319K
WWC
473
Waypoint Wealth Counsel
Georgia
$313K
OIA
474
OneDigital Investment Advisors
Kansas
$311K +$311K +7,762 New
LCWP
475
Legacy Capital Wealth Partners
Arkansas
$308K +$308K +7,685 New