BN icon

Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
501
Global Retirement Partners
California
$79.1K +$34 +1 +0%
LFASL
502
Lugano Financial Advisors SA (LFA)
Switzerland
$76.9K +$76.9K +1,725 New
IRAG
503
Investment Research & Advisory Group
Georgia
$75.7K
BF
504
BOK Financial
Oklahoma
$73.4K
NA
505
NewEdge Advisors
Louisiana
$71.9K
CFGS
506
Concourse Financial Group Securities
Alabama
$69.1K +$101 +3 +0.1%
HIA
507
Harbor Investment Advisory
Maryland
$65.9K -$2.93K -87 -4%
Credit Agricole
508
Credit Agricole
France
$64.9K +$64.9K +1,930 New
TWM
509
Tradition Wealth Management
Minnesota
$64K
WT
510
Washington Trust
Rhode Island
$62.9K +$336 +10 +0.5%
QC
511
Quent Capital
New York
$61.2K
PTC
512
Private Trust Company
Ohio
$53K +$841 +25 +2%
PB
513
Pinnacle Bancorp
Nebraska
$52.1K +$1.62K +48 +3%
CB
514
Community Bank
New York
$51.4K
MHR
515
Matthew Hamilton Rosenberg
$50.9K +$34 +1 +0.1%
PFBT
516
Parkside Financial Bank & Trust
Missouri
$45.4K +$11.1K +329 +32%
BWM
517
Baystate Wealth Management
Massachusetts
$43.1K -$572 -17 -1%
VCM
518
Vigilant Capital Management
Maine
$40K +$40K +1,200 New
FCB
519
First Command Bank
Texas
$39.9K
FCFS
520
First Command Financial Services
Texas
$39.9K
CCA
521
Column Capital Advisors
Indiana
$39.8K
GWSG
522
GPS Wealth Strategies Group
Colorado
$39K -$741 -22 -2%
Group One Trading
523
Group One Trading
Illinois
$36.6K +$27.5K +817 +303%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$36K -$8.35K -248 -19%
EWA
525
EverSource Wealth Advisors
Alabama
$35.2K -$30.2K -897 -46%