BN icon

Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FWIA
476
Fort Washington Investment Advisors
Ohio
$205K +$205K +6,081 New
MIM
477
Meridiem Investment Management
United Kingdom
$202K
CA
478
Cortland Associates
Missouri
$201K +$201K +5,982 New
FFA
479
Farther Finance Advisors
California
$185K -$280K -8,326 -60%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$177K +$54K +1,604 +44%
HPC
481
HM Payson & Co
Maine
$175K
CA
482
Clearstead Advisors
Ohio
$156K +$36.2K +1,075 +30%
UB
483
UMB Bank
Missouri
$146K
AA
484
Addison Advisors
Vermont
$141K
IWP
485
Icon Wealth Partners
Texas
$131K +$131K +3,905 New
GWS
486
Glassman Wealth Services
Virginia
$128K +$5.22K +155 +4%
GIS
487
Grayhawk Investment Strategies
Alberta, Canada
$125K
HI
488
Harbour Investments
Wisconsin
$123K -$269 -8 -0.2%
WBCM
489
Wilson & Boucher Capital Management
California
$119K +$119K +3,543 New
POIA
490
Pin Oak Investment Advisors
Texas
$119K
WTA
491
Washington Trust Advisors
Massachusetts
$115K
TSW
492
Thompson Siegel & Walmsley
Virginia
$114K
Barclays
493
Barclays
United Kingdom
$110K -$2.18M -64,891 -95%
CTA
494
Colonial Trust Advisors
South Carolina
$106K -$16.8K -499 -14%
HNB
495
Huntington National Bank
Ohio
$93.4K -$38.7K -1,150 -29%
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.4K +$87.4K +2,596 New
N
497
Natixis
France
$86.6K -$221K -6,569 -72%
S
498
SignatureFD
Georgia
$86.5K -$3.37K -100 -4%
BWA
499
BDO Wealth Advisors
Florida
$84.5K -$8.85K -263 -9%
AAM
500
Advisors Asset Management
Colorado
$80.8K -$20.2K -601 -20%