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Brookfield

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
526
Joel Isaacson & Co
New York
$247K
CA
527
Cortland Associates
Missouri
$245K
MIM
528
Meridiem Investment Management
United Kingdom
$245K
BTW
529
Boston Trust Walden
Massachusetts
$244K -$122K -3,687 -33%
NHC
530
Nicholas Hoffman & Company
Georgia
$240K +$2.38K +72 +1%
GAM
531
Gould Asset Management
California
$239K -$9.8K -297 -4%
CIC
532
Carnegie Investment Counsel
Ohio
$239K
CB
533
Commerce Bank
Missouri
$237K +$2.38K +72 +1%
FFM
534
Forum Financial Management
Illinois
$227K
FPAS
535
Focus Partners Advisor Solutions
Missouri
$226K +$41.7K +1,259 +23%
CHP
536
Cable Hill Partners
Oregon
$225K
BFS
537
Bard Financial Services
Connecticut
$223K
WAM
538
Walker Asset Management
Missouri
$222K -$40.8K -1,237 -16%
PAG
539
Private Advisor Group
New Jersey
$221K -$195K -5,887 -47%
CAM
540
Cubic Asset Management
Massachusetts
$221K
SI
541
Stephens Inc
Arkansas
$221K +$10.7K +323 +5%
CA
542
CoreCap Advisors
Michigan
$220K -$6.57K -199 -3%
AC
543
ASB Consultores
Florida
$218K +$218K +6,606 New
IC
544
Inscription Capital
Texas
$215K -$203K -6,146 -49%
ACM
545
Advisors Capital Management
New Jersey
$214K -$19.1K -517 -8%
HPC
546
HM Payson & Co
Maine
$213K
W
547
Wealthsimple
Ontario, Canada
$213K +$213K +3,368 New
FH
548
FWG Holdings
Florida
$211K -$5.07K -153 -2%
BPA
549
Beacon Pointe Advisors
California
$211K +$211K +6,379 New
EP
550
Eudaimonia Partners
Tennessee
$209K -$20K -607 -9%