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Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
526
Tradition Wealth Management
Minnesota
$59K
QC
527
Quent Capital
New York
$57.1K
MIA
528
Milestone Investment Advisors
Wisconsin
$50.3K +$50.3K +1,609 New
BFP
529
Briaud Financial Planning
Texas
$50K +$50K +1,624 New
EWA
530
EverSource Wealth Advisors
Alabama
$48.4K +$15.7K +501 +48%
CB
531
Community Bank
New York
$47.8K
PFBT
532
Parkside Financial Bank & Trust
Missouri
$47.2K +$4.97K +159 +12%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$46.6K +$13.1K +420 +39%
MHR
534
Matthew Hamilton Rosenberg
$41K -$6.38K -204 -13%
BWM
535
Baystate Wealth Management
Massachusetts
$40.2K +$63 +2 +0.2%
FCAS
536
First Command Advisory Services
Texas
$37.1K +$37.1K +1,185 New
CCA
537
Column Capital Advisors
Indiana
$37K
GWSG
538
GPS Wealth Strategies Group
Colorado
$36.3K +$31 +1 +0.1%
CP
539
Castleview Partners
Texas
$34.4K +$34.4K +1,099 New
BTI
540
Blue Trust Inc
Georgia
$34K +$17.2K +517 +103%
AAM
541
Advisors Asset Management
Colorado
$31K -$44.1K -1,410 -59%
TRCT
542
Tower Research Capital (TRC)
New York
$30.1K +$30.1K +961 New
Fifth Third Bancorp
543
Fifth Third Bancorp
Ohio
$27K
SS
544
Sunbelt Securities
Texas
$25.3K +$24.8K +794 +4,671%
HNB
545
Huntington National Bank
Ohio
$25.3K -$61.6K -1,967 -71%
TFA
546
Toth Financial Advisory
Virginia
$25K
PAI
547
Pittenger & Anderson Inc
Nebraska
$25K
FCA
548
FinTrust Capital Advisors
South Carolina
$24.8K +$24.8K +793 New
Nisa Investment Advisors
549
Nisa Investment Advisors
Missouri
$22.2K
HIIFS
550
Harel Insurance Investments & Financial Services
Israel
$22K