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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
501
Lindbrook Capital
California
$396K +$4.09K +77 +1%
CSI
502
Cross Staff Investments
New York
$394K
IAS
503
Insigneo Advisory Services
Florida
$393K
FPAS
504
Focus Partners Advisor Solutions
Missouri
$391K +$19.3K +364 +5%
BMCM
505
Bryn Mawr Capital Management
Pennsylvania
$390K
TCOO
506
Trust Company of Oklahoma
Oklahoma
$385K +$60.3K +1,135 +19%
ACM
507
Advisors Capital Management
New Jersey
$384K
B
508
Bailard
California
$384K
DWM
509
Diversify Wealth Management
Utah
$381K -$36.2K -669 -9%
BFS
510
Bradley Foster & Sargent
Connecticut
$381K +$381K +7,165 New
CCA
511
Checchi Capital Advisers
California
$378K +$2.18K +41 +0.6%
NL
512
NWAM LLC
Washington
$370K +$370K +6,954 New
HDIM
513
Hanson & Doremus Investment Management
Vermont
$369K
AC
514
ASB Consultores
Florida
$369K -$19.4K -365 -5%
WHG
515
Westwood Holdings Group
Texas
$368K
CCG
516
Catalina Capital Group
California
$365K
NHC
517
Nicholas Hoffman & Company
Georgia
$359K -$1.22K -23 -0.3%
SI
518
Stephens Inc
Arkansas
$359K -$1.28K -24 -0.4%
DWT
519
Dorsey & Whitney Trust
South Dakota
$358K +$3.56K +67 +1%
IB
520
Intrust Bank
Kansas
$354K +$33.3K +627 +10%
RhumbLine Advisers
521
RhumbLine Advisers
Massachusetts
$351K +$6.91K +130 +2%
TCM
522
Tuttle Capital Management
Connecticut
$347K +$45.3K +852 +15%
ANTB
523
AMG National Trust Bank
Colorado
$344K -$23.9K -450 -6%
SOW
524
State of Wyoming
Wyoming
$343K +$188K +3,540 +121%
FHC
525
First Heartland Consultants
Missouri
$342K -$137K -2,583 -29%