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Brookfield

573 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-23
Holders Change %
-3.86%
% of All Funds
12.66%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.35%
New
65
Increased
202
Reduced
209
Closed
80
Calls
$17.2M
Puts
$14.2M
Net Calls
+$3.01M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
526
Carmichael Hill & Associates
Maryland
$17K
1IA
527
1834 Investment Advisors
Wisconsin
$17K
BWM
528
Baystate Wealth Management
Massachusetts
$17K +$49 +2 +0.3%
LC
529
Lindbrook Capital
California
$15K -$2.08K -89 -12%
RFM
530
Royal Fund Management
Florida
$15K +$15K +673 New
HWA
531
HHM Wealth Advisors
Tennessee
$14K +$14K +592 New
BBHC
532
Brown Brothers Harriman & Co
New York
$12K -$19.7K -813 -62%
HWM
533
Holloway Wealth Management
Florida
$12K -$16K
BCA
534
Berman Capital Advisors
Georgia
$12K +$5.09K +222 +74%
HF
535
Halpern Financial
Virginia
$11.2K
EWP
536
Engrave Wealth Partners
Texas
$11K -$18.6K -850 -63%
LIA
537
LS Investment Advisors
Michigan
$11K -$8.81K -374 -44%
SWM
538
Sugarloaf Wealth Management
Georgia
$10K
TL
539
TrueWealth LLC
Georgia
$10K
GEA
540
Glen Eagle Advisors
New Jersey
$9.38K
QI
541
QS Investors
New York
$9K -$54.2K -3,378 -86%
LWM
542
Lenox Wealth Management
Ohio
$9K -$2.41K -108 -21%
MRCM
543
M&R Capital Management
New Jersey
$8K
APWM
544
Atlas Private Wealth Management
New York
$7K
AT
545
Arden Trust
Delaware
$7K +$7K +280 New
GRP
546
Global Retirement Partners
California
$6K -$2.21K -95 -27%
OPS
547
Orion Portfolio Solutions
Nebraska
$6K
JFA
548
JNBA Financial Advisors
Minnesota
$6K
CFN
549
Cordasco Financial Network
Florida
$6K
RDWM
550
Red Door Wealth Management
Tennessee
$6K +$6K +280 New