BN icon

Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
451
Strategic Wealth Partners
Ohio
$535K +$34K +640 +7%
PI
452
PFG Investments
New York
$533K -$6.64K -125 -1%
HP
453
Hikari Power
Japan
$532K
GT
454
Glenview Trust
Kentucky
$532K -$372K -7,000 -41%
CCM
455
Corsair Capital Management
New York
$532K +$532K +10,000 New
SWP
456
Stratos Wealth Partners
Ohio
$531K -$37.7K -710 -7%
PM
457
Pembroke Management
Quebec, Canada
$527K
BP
458
BBR Partners
New York
$526K
B
459
Bensler
Washington
$525K
SC
460
Syon Capital
California
$524K +$106 +2 +0%
Fisher Asset Management
461
Fisher Asset Management
Washington
$511K -$15.1K -285 -3%
IAA
462
Independent Advisor Alliance
North Carolina
$509K -$12.7K -239 -2%
WCA
463
Waratah Capital Advisors
Ontario, Canada
$509K -$7.42M -139,661 -94%
CFS
464
CRA Financial Services
New Jersey
$508K -$90.4K -1,700 -15%
FP
465
Financial Perspectives
Minnesota
$505K
GA
466
GoalVest Advisory
New York
$504K
AWM
467
Axxcess Wealth Management
California
$501K +$189K +3,564 +61%
AIM
468
Anchor Investment Management
South Carolina
$487K -$15.9K -300 -3%
WA
469
Waverly Advisors
Alabama
$486K
DZ Bank
470
DZ Bank
Germany
$485K
VFA
471
Voya Financial Advisors
Connecticut
$484K -$65.1K -1,220 -12%
PP
472
Prudential plc
United Kingdom
$483K +$483K +9,096 New
AWAU
473
Alliance Wealth Advisors (Utah)
Utah
$481K +$1.54K +29 +0.3%
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$480K -$99.8K -1,877 -17%
WAM
475
Wolverine Asset Management
Illinois
$478K -$37.3M -701,100 -99%