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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
451
PFG Investments
New York
$435K +$435K +10,378 New
GPA
452
Garrison Point Advisors
California
$424K
WAM
453
Wolverine Asset Management
Illinois
$423K
Fisher Asset Management
454
Fisher Asset Management
Washington
$422K +$26.5K +633 +7%
M&T Bank
455
M&T Bank
New York
$419K +$2.81K +67 +0.7%
HP
456
Hikari Power
Japan
$419K
PM
457
Pembroke Management
Quebec, Canada
$416K +$17.6K +310 +4%
IAA
458
Independent Advisor Alliance
North Carolina
$415K +$8.21K +196 +2%
SC
459
Syon Capital
California
$406K -$393K -9,386 -49%
MML Investors Services
460
MML Investors Services
Massachusetts
$406K -$35.9K -856 -8%
Allianz Asset Management
461
Allianz Asset Management
Germany
$404K +$404K +9,657 New
LPT
462
Legacy Private Trust
Wisconsin
$402K -$12.1K -290 -3%
FP
463
Financial Perspectives
Minnesota
$397K
GA
464
GoalVest Advisory
New York
$397K +$397K +9,484 New
SWP
465
Stratos Wealth Partners
Ohio
$396K +$39K +932 +11%
WA
466
Waverly Advisors
Alabama
$383K +$78.1K +1,866 +26%
Susquehanna International Group
467
Susquehanna International Group
Pennsylvania
$381K -$214K -5,116 -36%
FIM
468
Freedom Investment Management
Connecticut
$380K +$380K +9,070 New
IWM
469
IHT Wealth Management
Illinois
$378K +$10.7K +255 +3%
GIBU
470
Gulf International Bank (UK)
United Kingdom
$377K +$26.6K +637 +8%
FCP
471
Fidelis Capital Partners
Florida
$375K +$67.9K +1,621 +22%
DLA
472
Douglas Lane & Associates
New York
$372K -$6.28K -150 -2%
BIC
473
Beach Investment Counsel
Pennsylvania
$369K
FTDI
474
First Trust Direct Indexing
Massachusetts
$369K +$9.67K +231 +3%
Walleye Trading
475
Walleye Trading
New York
$367K +$367K +8,770 New