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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
501
Vivaldi Capital Management
Illinois
$324K
GFS
502
GYL Financial Synergies
Connecticut
$324K
LC
503
Lindbrook Capital
California
$324K +$305K +8,489 +1,623%
AWS
504
Atria Wealth Solutions
New York
$323K
FHA
505
Flagship Harbor Advisors
Massachusetts
$317K -$2.48K -69 -0.8%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$316K
BC
507
Bartlett & Co
Ohio
$316K
EFS
508
Essex Financial Services
Connecticut
$314K -$778K -21,621 -71%
FC
509
FORA Capital
Florida
$311K +$311K +8,647 New
DADC
510
D.A. Davidson & Co
Montana
$310K -$72 -2 -0%
CAM
511
CenterStar Asset Management
Illinois
$310K
HWA
512
Heartwood Wealth Advisors
Virginia
$306K
VFA
513
Voya Financial Advisors
Connecticut
$305K +$55.8K +1,546 +22%
GAM
514
Gotham Asset Management
New York
$305K +$141K +3,936 +86%
BSW
515
Buckingham Strategic Wealth
Missouri
$304K +$3.85K +107 +1%
BF
516
BOK Financial
Oklahoma
$302K -$1.44K -40 -0.5%
ETI
517
Enterprise Trust & Investment
California
$300K
GAM
518
Griffin Asset Management
New York
$295K +$503 +14 +0.2%
CAG
519
Crestwood Advisors Group
Massachusetts
$294K -$9.91K -276 -3%
OWP
520
Obermeyer Wealth Partners
Colorado
$290K +$18.1K +504 +7%
WAM
521
Walker Asset Management
Missouri
$286K
PFA
522
Pure Financial Advisors
California
$285K
LCS
523
Levin Capital Strategies
New York
$282K
SFA
524
Sequoia Financial Advisors
Ohio
$276K +$8.03K +223 +3%
BNP Paribas Asset Management
525
BNP Paribas Asset Management
France
$272K -$48.5K -1,296 -15%