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Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
501
Obermeyer Wealth Partners
Colorado
$373K +$33.2K +680 +10%
GAM
502
Gould Asset Management
California
$368K -$23.5K -482 -6%
FWIA
503
Fort Washington Investment Advisors
Ohio
$367K -$6.78K -139 -2%
DWM
504
Destination Wealth Management
California
$367K +$367K +7,515 New
MIM
505
Meridiem Investment Management
United Kingdom
$362K
GC
506
Guggenheim Capital
Illinois
$360K +$46.3K +948 +15%
FA
507
Fortis Advisors
Pennsylvania
$358K +$116K +2,381 +48%
AAM
508
Advisors Asset Management
Colorado
$352K -$38.1K -781 -10%
NHC
509
Nicholas Hoffman & Company
Georgia
$350K -$2.05K -42 -0.6%
AGP
510
Autumn Glory Partners
Texas
$348K +$348K +7,137 New
PFA
511
Pure Financial Advisors
California
$346K -$6.05K -124 -2%
NW
512
NewEdge Wealth
Pennsylvania
$346K +$346K +7,088 New
T2I
513
Turim 21 Investimentos
Brazil
$344K
NL
514
NWAM LLC
Washington
$340K -$15.3K -313 -4%
CHP
515
Cable Hill Partners
Oregon
$332K -$12.1K -247 -4%
VIMU
516
Veritas Investment Management (UK)
United Kingdom
$330K
CAM
517
Cubic Asset Management
Massachusetts
$326K
BPA
518
Beacon Pointe Advisors
California
$326K +$326K +6,669 New
CCP
519
Corient Capital Partners
California
$322K -$7.38K -151 -2%
FFM
520
Forum Financial Management
Illinois
$317K +$317K +6,494 New
XT
521
XTX Topco
Cayman Islands
$317K +$317K +6,502 New
HPC
522
HM Payson & Co
Maine
$314K
BFS
523
Bard Financial Services
Connecticut
$314K
CBTWT
524
Community Bank & Trust (Waco, Texas)
Texas
$314K +$80.3K +1,646 +34%
MPM
525
MBB Public Markets
Illinois
$314K +$314K +6,432 New