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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CSI
476
Cross Staff Investments
New York
$308K -$17.3K -432 -5%
TIM
477
Tevis Investment Management
Texas
$302K -$1.12M -28,030 -79%
LFA
478
Legacy Financial Advisors
Kentucky
$299K +$9.67K +241 +3%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$298K +$11.2K +277 +4%
BC
480
Bartlett & Co
Ohio
$297K +$11.1K +277 +4%
B
481
Bailard
California
$295K -$41.8K -1,041 -12%
BWA
482
Bordeaux Wealth Advisors
California
$294K
BMCM
483
Bryn Mawr Capital Management
Pennsylvania
$294K
FCP
484
Fidelis Capital Partners
Florida
$294K +$14.9K +372 +5%
LC
485
Lindbrook Capital
California
$294K -$20.4K -508 -6%
RDIA
486
RE Dickinson Investment Advisors
Iowa
$293K +$17.2K +430 +6%
WA
487
Waverly Advisors
Alabama
$292K +$292K +7,277 New
USCWA
488
U.S. Capital Wealth Advisors
Texas
$289K -$1.2K -30 -0.4%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$289K +$264K +6,556 +1,049%
FA
490
FDx Advisors
Illinois
$288K -$5.05K -126 -2%
ANTB
491
AMG National Trust Bank
Colorado
$287K -$7.78K -194 -3%
FWTB
492
First Western Trust Bank
Colorado
$285K +$285K +7,108 New
HDIM
493
Hanson & Doremus Investment Management
Vermont
$279K
WHG
494
Westwood Holdings Group
Texas
$278K
LNC
495
Lincoln National Corp
Pennsylvania
$278K +$16.8K +419 +6%
UCFA
496
United Capital Financial Advisors
Texas
$271K -$2.36M -58,881 -90%
CT
497
Colonial Trust
South Carolina
$269K -$1K -25 -0.4%
FFG
498
Frisch Financial Group
New York
$269K +$269K +6,693 New
GAM
499
Griffin Asset Management
New York
$268K +$281 +7 +0.1%
SW
500
SVB Wealth
Massachusetts
$267K +$267K +6,652 New