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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
476
Glenview Trust
Kentucky
$413K -$180 -5 -0%
WCWM
477
Willow Creek Wealth Management
California
$411K
BTW
478
Boston Trust Walden
Massachusetts
$398K
AF
479
Apexium Financial
Texas
$398K
VPI
480
Value Partners Investments
Manitoba, Canada
$391K +$10.7K +297 +3%
CCA
481
Checchi Capital Advisers
California
$390K +$3.01K +75 +0.8%
B
482
Bailard
California
$386K +$13.1K +364 +4%
MML Investors Services
483
MML Investors Services
Massachusetts
$382K -$59.5K -1,652 -13%
IAA
484
Independent Advisor Alliance
North Carolina
$381K -$3.24K -90 -0.8%
FCI
485
Financial Counselors Inc
Kansas
$377K
AMCA
486
Arthur M. Cohen & Associates
Illinois
$367K
WANY
487
Wealthspire Advisors (New York)
New York
$362K +$182K +5,070 +102%
MM
488
MQS Management
New York
$360K +$360K +10,005 New
PAS
489
Park Avenue Securities
New York
$358K +$14.2K +395 +4%
FA
490
Fortis Advisors
Pennsylvania
$357K +$93.4K +2,598 +35%
Lido Advisors
491
Lido Advisors
California
$351K +$72 +2 +0%
GT
492
Greenleaf Trust
Michigan
$350K +$539 +15 +0.2%
MSFS
493
Main Street Financial Solutions
Pennsylvania
$347K -$2.27K -63 -0.6%
HCA
494
Harbour Capital Advisors
Virginia
$347K +$347K +9,649 New
APA
495
American Portfolios Advisors
New York
$343K -$8.34K -232 -2%
NL
496
NWAM LLC
Washington
$342K -$68.6K -1,910 -17%
MCWA
497
Meadow Creek Wealth Advisors
Georgia
$336K -$14.4K -401 -4%
IWA
498
Intercontinental Wealth Advisors
Texas
$331K +$28.3K +788 +9%
TFA
499
Teamwork Financial Advisors
Texas
$326K -$509K -14,152 -61%
FFG
500
Frisch Financial Group
New York
$326K +$360 +10 +0.1%