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Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
S
501
SignatureFD
Georgia
$178K +$97.2K +3,109 +121%
IWP
502
Icon Wealth Partners
Texas
$169K +$47.1K +1,507 +39%
FFA
503
Farther Finance Advisors
California
$165K -$6.41K -205 -4%
HPC
504
HM Payson & Co
Maine
$163K
BCV
505
Banque Cantonale Vaudoise
Switzerland
$148K +$148K +4,700 New
UB
506
UMB Bank
Missouri
$135K
AA
507
Addison Advisors
Vermont
$131K
CFB
508
Cullen/Frost Bankers
Texas
$131K -$369K -11,805 -74%
GWS
509
Glassman Wealth Services
Virginia
$130K +$10.6K +339 +9%
GIS
510
Grayhawk Investment Strategies
Alberta, Canada
$119K
HI
511
Harbour Investments
Wisconsin
$112K -$2.1K -67 -2%
POIA
512
Pin Oak Investment Advisors
Texas
$111K
TSW
513
Thompson Siegel & Walmsley
Virginia
$106K
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.6K
GRP
515
Global Retirement Partners
California
$75.7K +$4.55K +150 +6%
BF
516
BOK Financial
Oklahoma
$74K +$10.4K +358 +16%
LFASL
517
Lugano Financial Advisors SA (LFA)
Switzerland
$73.3K
CTA
518
Colonial Trust Advisors
South Carolina
$73.2K -$25.3K -810 -26%
PB
519
Pinnacle Bancorp
Nebraska
$73.2K +$24.8K +792 +51%
IRAG
520
Investment Research & Advisory Group
Georgia
$70.4K
UCB
521
United Community Bank
South Carolina
$70K +$70K +2,240 New
NA
522
NewEdge Advisors
Louisiana
$66.8K +$31 +1 +0%
CFGS
523
Concourse Financial Group Securities
Alabama
$64.5K +$63 +2 +0.1%
PTC
524
Private Trust Company
Ohio
$64.3K +$15K +480 +30%
WT
525
Washington Trust
Rhode Island
$59K +$594 +19 +1%