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Brookfield

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
501
AMG National Trust Bank
Colorado
$288K -$6.36K -153 -2%
WHG
502
Westwood Holdings Group
Texas
$287K
CCG
503
Catalina Capital Group
California
$285K -$2.74K -66 -1%
NHC
504
Nicholas Hoffman & Company
Georgia
$282K +$10.7K +257 +4%
SI
505
Stephens Inc
Arkansas
$282K +$12.3K +297 +5%
FFG
506
Frisch Financial Group
New York
$278K
DWT
507
Dorsey & Whitney Trust
South Dakota
$277K -$27.6K -665 -9%
RhumbLine Advisers
508
RhumbLine Advisers
Massachusetts
$269K -$73K -1,758 -21%
GAM
509
Griffin Asset Management
New York
$264K +$291 +7 +0.1%
Arrowstreet Capital
510
Arrowstreet Capital
Massachusetts
$264K +$264K +6,355 New
P
511
&Partners
Tennessee
$261K +$261K +6,284 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$260K -$47.5K -1,144 -15%
CCWM
513
Cassaday & Co Wealth Management
Virginia
$259K
G
514
GenTrust
Florida
$257K
HWA
515
Heartwood Wealth Advisors
Virginia
$254K
WWC
516
Waypoint Wealth Counsel
Georgia
$254K
TCOO
517
Trust Company of Oklahoma
Oklahoma
$253K
TI
518
Trexquant Investment
Connecticut
$253K +$253K +6,082 New
IB
519
Intrust Bank
Kansas
$251K +$7.69K +185 +3%
VFP
520
Verus Financial Partners
Virginia
$250K
SCM
521
Shelton Capital Management
Colorado
$249K
CFP
522
Catalyst Financial Partners
Massachusetts
$249K +$789 +19 +0.3%
TCM
523
Tuttle Capital Management
Connecticut
$247K +$247K +5,683 New
CA
524
Cortland Associates
Missouri
$246K
GAM
525
Gould Asset Management
California
$245K