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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWA
476
Meadow Creek Wealth Advisors
Georgia
$364K -$19.8K -473 -5%
AWAU
477
Alliance Wealth Advisors (Utah)
Utah
$359K +$23.1K +552 +7%
4WM
478
4J Wealth Management
Virginia
$357K -$837 -20 -0.2%
QI
479
Qtron Investments
Massachusetts
$355K
FPAS
480
Focus Partners Advisor Solutions
Missouri
$354K +$354K +8,465 New
FHC
481
First Heartland Consultants
Missouri
$352K +$352K +8,405 New
KIA
482
Kraematon Investment Advisors
Massachusetts
$348K +$126 +3 +0%
LFA
483
Legacy Financial Advisors
Kentucky
$347K +$35.2K +841 +11%
FA
484
Fortis Advisors
Pennsylvania
$345K
RhumbLine Advisers
485
RhumbLine Advisers
Massachusetts
$344K -$18.4K -440 -5%
XT
486
XTX Topco
Cayman Islands
$344K +$77.7K +1,855 +29%
RDIA
487
RE Dickinson Investment Advisors
Iowa
$342K +$35.4K +845 +12%
FWP
488
Firethorn Wealth Partners
Georgia
$342K -$4.06K -97 -1%
SCM
489
SKBA Capital Management
California
$338K -$4.19K -100 -1%
USCWA
490
U.S. Capital Wealth Advisors
Texas
$325K +$22.8K +544 +8%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$316K +$15K +359 +5%
CSI
492
Cross Staff Investments
New York
$311K -$10.5K -250 -3%
IAS
493
Insigneo Advisory Services
Florida
$310K -$21.9K -522 -7%
BCWM
494
Bartlett & Co Wealth Management
Ohio
$309K
FA
495
FDx Advisors
Illinois
$309K +$7.72K +184 +3%
BWA
496
Bordeaux Wealth Advisors
California
$308K +$628 +15 +0.2%
B
497
Bailard
California
$308K
LC
498
Lindbrook Capital
California
$307K +$335 +8 +0.1%
BMCM
499
Bryn Mawr Capital Management
Pennsylvania
$307K
DWT
500
Dorsey & Whitney Trust
South Dakota
$307K -$132K -3,141 -30%