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Brookfield

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
LIC
526
Laurus Investment Counsel
Canada
$306K +$22.6K +494 +8%
CAM
527
Cubic Asset Management
Massachusetts
$305K
FFM
528
Forum Financial Management
Illinois
$303K +$6.13K +134 +2%
SM
529
Sciencast Management
New Jersey
$303K +$303K +6,556 New
WHG
530
Westwood Holdings Group
Texas
$297K -$198K -4,325 -40%
FANJ
531
Financial Architects (New Jersey)
New Jersey
$297K -$89.5K -1,956 -23%
BFS
532
Bard Financial Services
Connecticut
$294K
HPC
533
HM Payson & Co
Maine
$294K
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$294K +$41.1K +898 +16%
BAM
535
Blueshift Asset Management
New Jersey
$294K +$294K +6,419 New
LNC
536
Lincoln National Corp
Pennsylvania
$288K +$18.5K +404 +7%
ACM
537
Advisors Capital Management
New Jersey
$285K +$285K +6,239 New
AWA
538
Aaron Wealth Advisors
Illinois
$285K +$285K +19,943 New
AWS
539
AJ Wealth Strategies
New York
$283K
5L
540
55I LLC
Massachusetts
$283K +$15.5K +339 +6%
EP
541
Eudaimonia Partners
Tennessee
$282K +$282K +6,168 New
WTA
542
Washington Trust Advisors
Massachusetts
$280K -$3.88K -85 -1%
BFM
543
Boston Financial Management
Massachusetts
$280K
PP
544
Paloma Partners
Connecticut
$277K -$277K -6,062 -50%
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$273K -$846K -18,558 -76%
SI
546
Stephens Inc
Arkansas
$273K -$116K -2,538 -30%
CCP
547
Corient Capital Partners
California
$272K -$29.2K -638 -10%
RC
548
RegentAtlantic Capital
New Jersey
$272K +$50.2K +1,097 +23%
CGL
549
Clarius Group LLC
Washington
$268K
CB
550
Commerce Bank
Missouri
$267K