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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
501
Lido Advisors
California
$265K -$1.09M -27,063 -80%
NHC
502
Nicholas Hoffman & Company
Georgia
$263K
PFA
503
Pure Financial Advisors
California
$256K +$256K +6,379 New
XT
504
XTX Topco
Cayman Islands
$255K -$312K -7,770 -55%
CA
505
Cetera Advisors
Colorado
$255K +$255K +6,317 New
CCA
506
Checchi Capital Advisers
California
$254K -$4.41K -110 -2%
CCWM
507
Cassaday & Co Wealth Management
Virginia
$251K +$251K +6,216 New
AWM
508
Axxcess Wealth Management
California
$249K +$249K +6,217 New
G
509
GenTrust
Florida
$248K +$248K +6,190 New
HWA
510
Heartwood Wealth Advisors
Virginia
$247K +$247K +6,119 New
AGP
511
Autumn Glory Partners
Texas
$246K +$246K +6,310 New
VFP
512
Verus Financial Partners
Virginia
$244K +$244K +6,008 New
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$243K -$26.2K -652 -10%
MIM
514
Meridiem Investment Management
United Kingdom
$241K
SCM
515
Shelton Capital Management
Colorado
$241K +$241K +6,000 New
CA
516
Cortland Associates
Missouri
$240K +$240K +5,972 New
BL
517
BFSG LLC
California
$240K +$240K +5,975 New
GAM
518
Gould Asset Management
California
$235K +$235K +5,855 New
BSW
519
Buckingham Strategic Wealth
Missouri
$234K -$44.7K -1,115 -16%
PF
520
Phoenix Financial
Israel
$234K +$234K +5,834 New
AFG
521
Allegheny Financial Group
Pennsylvania
$233K +$233K +5,814 New
GSC
522
Grey Street Capital
Illinois
$233K +$233K +5,804 New
DI
523
DFPG Investments
Utah
$233K -$36.8K -964 -14%
FHA
524
Flagship Harbor Advisors
Massachusetts
$229K +$229K +5,707 New
NCM
525
Northside Capital Management
Oregon
$229K +$229K +5,697 New