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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
476
Legacy Financial Advisors
Kentucky
$474K -$68.2K -1,284 -13%
SCM
477
Sterling Capital Management
North Carolina
$473K +$473K +8,907 New
ACM
478
AREX Capital Management
New York
$471K +$471K +8,860 New
DLA
479
Douglas Lane & Associates
New York
$466K
AAS
480
Avantax Advisory Services
Texas
$465K +$51.3K +965 +12%
NIG
481
NFJ Investment Group
Texas
$459K +$459K +8,639 New
VT
482
Vise Technologies
New York
$455K +$455K +8,558 New
FWP
483
Firethorn Wealth Partners
Georgia
$452K +$106 +2 +0%
M&T Bank
484
M&T Bank
New York
$450K -$90.6K -1,704 -17%
KIA
485
Kraematon Investment Advisors
Massachusetts
$448K +$7.02K +132 +2%
LPT
486
Legacy Private Trust
Wisconsin
$446K -$63.7K -1,198 -12%
4WM
487
4J Wealth Management
Virginia
$444K -$106 -2 -0%
FA
488
Fortis Advisors
Pennsylvania
$438K
Wolverine Trading
489
Wolverine Trading
Illinois
$436K -$381K -7,145 -47%
PIM
490
Plato Investment Management
Australia
$435K +$435K +8,189 New
RDIA
491
RE Dickinson Investment Advisors
Iowa
$434K
FCP
492
Fidelis Capital Partners
Florida
$427K -$19.3K -357 -4%
CB
493
Commerce Bank
Missouri
$425K -$91.9K -1,729 -18%
BWA
494
Bordeaux Wealth Advisors
California
$422K +$30.9K +581 +8%
CC
495
Callan Capital
California
$418K -$26.4K -496 -6%
GC
496
Grimes & Company
Massachusetts
$409K +$409K +7,702 New
UB
497
UMB Bank
Missouri
$400K +$87.9K +1,654 +28%
MCWA
498
Meadow Creek Wealth Advisors
Georgia
$399K -$19.3K -364 -5%
SCM
499
SKBA Capital Management
California
$398K -$15.9K -300 -4%
FFG
500
Frisch Financial Group
New York
$396K +$40.6K +765 +11%