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Brookfield

577 hedge funds and large institutions have $39.9B invested in Brookfield in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 181 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+57
Holders Change %
+10.96%
% of All Funds
10.24%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.17%
New
106
Increased
181
Reduced
176
Closed
40
Calls
$17.5M
Puts
$18.6M
Net Calls
-$1.04M
Net Calls Change
+$37M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
526
Advisornet Financial
Minnesota
$19K
RWB
527
RMR Wealth Builders
New Jersey
$18K +$18K +546 New
Group One Trading
528
Group One Trading
Illinois
$17K -$29.4K -889 -63%
HWM
529
Holloway Wealth Management
Florida
$17K -$14K
PS
530
Planned Solutions
California
$17K +$17K +498 New
CAAS
531
Capital Asset Advisory Services
Michigan
$17K +$17K +527 New
FWM
532
FSA Wealth Management
Massachusetts
$16K +$16K +476 New
HF
533
Halpern Financial
Virginia
$15.6K
SWM
534
Sugarloaf Wealth Management
Georgia
$15K
MA
535
MUFG Americas
New York
$14K +$6.56K +192 +88%
GEA
536
Glen Eagle Advisors
New Jersey
$13.1K
TFM
537
TFC Financial Management
Massachusetts
$13K
PMFA
538
Plante Moran Financial Advisors
Michigan
$13K
ST
539
Smithfield Trust
Pennsylvania
$13K +$13K +406 New
TFIPS
540
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.4K +$12.4K +374 New
VI
541
Vestcor Inc
New Brunswick, Canada
$12K +$12K +353 New
AWG
542
Altus Wealth Group
Colorado
$12K +$12K +360 New
KFS
543
Kelly Financial Services
Massachusetts
$11.9K +$4.84K +146 +69%
CFN
544
Cordasco Financial Network
Florida
$9K
APWM
545
Atlas Private Wealth Management
New York
$9K
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +262 New
MRCM
547
M&R Capital Management
New Jersey
$8K -$4.02K -125 -33%
JFA
548
JNBA Financial Advisors
Minnesota
$8K
ACA
549
Atlas Capital Advisors
Wyoming
$7.68K +$7.68K +232 New
FMP
550
Financial Management Professionals
Texas
$7K