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Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FH
476
FWG Holdings
Florida
$442K +$75.2K +1,635 +21%
GFS
477
GYL Financial Synergies
Connecticut
$440K -$136K -2,783 -24%
PAS
478
Park Avenue Securities
New York
$440K +$43.8K +897 +11%
VCM
479
Vivaldi Capital Management
Illinois
$439K
NFG
480
Next Financial Group
Texas
$433K
BC
481
Bartlett & Co
Ohio
$430K
VPIM
482
Vanguard Personalized Indexing Management
California
$430K +$126K +2,583 +42%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$430K
NA
484
NewEdge Advisors
Louisiana
$426K +$162K +3,314 +61%
SI
485
Stephens Inc
Arkansas
$416K -$199K -4,082 -32%
HWA
486
Heartwood Wealth Advisors
Virginia
$415K +$181K +3,711 +77%
FANJ
487
Financial Architects (New Jersey)
New Jersey
$412K -$102K -2,098 -20%
BSW
488
Buckingham Strategic Wealth
Missouri
$410K -$43.7K -895 -10%
LOAMS
489
Lombard Odier Asset Management (Switzerland)
Switzerland
$409K +$409K +6,618 New
ETI
490
Enterprise Trust & Investment
California
$408K
BF
491
BOK Financial
Oklahoma
$408K
WAM
492
Walker Asset Management
Missouri
$407K +$407K +8,331 New
DADC
493
D.A. Davidson & Co
Montana
$399K
GAM
494
Griffin Asset Management
New York
$399K +$32.2K +660 +9%
FHA
495
Flagship Harbor Advisors
Massachusetts
$395K +$14.6K +298 +4%
IWA
496
Intercontinental Wealth Advisors
Texas
$391K
APA
497
American Portfolios Advisors
New York
$389K +$76.6K +1,569 +25%
LIC
498
Laurus Investment Counsel
Canada
$387K +$127K +2,041 +49%
LCS
499
Levin Capital Strategies
New York
$383K -$526K -10,777 -58%
DWT
500
Dorsey & Whitney Trust
South Dakota
$375K