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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
526
Venturi Wealth Management
Texas
$33.7K -$8.41K -250 -20%
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$29K -$27.4K -815 -49%
PAI
528
Pittenger & Anderson Inc
Nebraska
$26.9K
TFA
529
Toth Financial Advisory
Virginia
$26.9K
JFA
530
JNBA Financial Advisors
Minnesota
$24.1K -$3.4K -101 -12%
MA
531
MCF Advisors
Kentucky
$24K
Nisa Investment Advisors
532
Nisa Investment Advisors
Missouri
$23.9K
FHA
533
First Horizon Advisors
Tennessee
$23.3K -$2.22K -66 -9%
HIIFS
534
Harel Insurance Investments & Financial Services
Israel
$23K
BFEC
535
Benjamin F. Edwards & Company
Missouri
$21K
DAM
536
Delta Asset Management
Tennessee
$21K
CHA
537
Carmichael Hill & Associates
Maryland
$19.5K
QCG
538
Quadrant Capital Group
Ohio
$18.8K +$4.38K +130 +30%
ZB
539
Zions Bancorporation
Utah
$17.1K -$3.03K -90 -15%
Point72 Asset Management
540
Point72 Asset Management
Connecticut
$16.8K -$28M -831,100 -100%
GJIA
541
Glass Jacobson Investment Advisors
Maryland
$16.8K +$16.8K +500 New
NECFA
542
New England Capital Financial Advisors
Connecticut
$16.6K +$34 +1 +0.2%
BTI
543
Blue Trust Inc
Georgia
$16K +$9.21K +290 +136%
HWA
544
HHM Wealth Advisors
Tennessee
$16K
RI
545
Ridgewood Investments
New Jersey
$14.6K
WPWM
546
Western Pacific Wealth Management
Illinois
$13.2K
PWMG
547
Prestige Wealth Management Group
New Jersey
$13.1K
OC
548
Oakworth Capital
Alabama
$12.4K
SWM
549
Sugarloaf Wealth Management
Georgia
$11.8K
TF
550
TimeScale Financial
Massachusetts
$11.8K