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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
501
Icon Wealth Advisors
Texas
$301K +$81.2K +1,940 +37%
AFG
502
Atomi Financial Group
New York
$298K +$298K +7,119 New
FWTB
503
First Western Trust Bank
Colorado
$298K
LNC
504
Lincoln National Corp
Pennsylvania
$297K +$7.45K +178 +3%
ACM
505
Advisors Capital Management
New Jersey
$297K +$297K +7,083 New
ANTB
506
AMG National Trust Bank
Colorado
$297K -$2.51K -60 -0.8%
FFM
507
Forum Financial Management
Illinois
$294K +$71.8K +1,714 +32%
HDIM
508
Hanson & Doremus Investment Management
Vermont
$291K
CCG
509
Catalina Capital Group
California
$290K +$290K +6,937 New
HT
510
Headlands Technologies
Illinois
$290K +$290K +6,927 New
WHG
511
Westwood Holdings Group
Texas
$290K
HF
512
HRT Financial
New York
$287K -$139K -3,310 -33%
BSW
513
Buckingham Strategic Wealth
Missouri
$281K +$36.9K +881 +15%
GC
514
Guggenheim Capital
Illinois
$281K +$281K +6,707 New
FFG
515
Frisch Financial Group
New York
$280K
NG
516
Norden Group
Utah
$279K +$48.1K +1,148 +21%
CCA
517
Checchi Capital Advisers
California
$277K +$12.1K +288 +5%
PPC
518
Park Place Capital
Alabama
$276K -$135K -3,221 -33%
N
519
Natixis
France
$275K +$275K +6,558 New
NHC
520
Nicholas Hoffman & Company
Georgia
$273K -$1.3K -31 -0.5%
SI
521
Stephens Inc
Arkansas
$271K +$271K +6,483 New
SW
522
SVB Wealth
Massachusetts
$271K -$7.5K -179 -3%
GAM
523
Griffin Asset Management
New York
$266K -$13.6K -325 -5%
AGP
524
Autumn Glory Partners
Texas
$264K
CCWM
525
Cassaday & Co Wealth Management
Virginia
$260K