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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
G
526
GenTrust
Florida
$259K
HWA
527
Heartwood Wealth Advisors
Virginia
$256K
FW
528
FirstPurpose Wealth
Utah
$256K -$138K -3,534 -35%
WWC
529
Waypoint Wealth Counsel
Georgia
$256K -$70.8K -1,692 -22%
TCOO
530
Trust Company of Oklahoma
Oklahoma
$255K +$44K +1,050 +21%
CT
531
Colonial Trust
South Carolina
$254K -$27.6K -659 -10%
AWM
532
Axxcess Wealth Management
California
$252K -$8.5K -203 -3%
VFP
533
Verus Financial Partners
Virginia
$252K
SCM
534
Shelton Capital Management
Colorado
$251K
MIM
535
Meridiem Investment Management
United Kingdom
$251K
BL
536
BFSG LLC
California
$250K
CA
537
Cortland Associates
Missouri
$248K -$2.09K -50 -0.8%
GAM
538
Gould Asset Management
California
$247K +$1.76K +42 +0.7%
IB
539
Intrust Bank
Kansas
$245K +$23.3K +557 +11%
FHA
540
Flagship Harbor Advisors
Massachusetts
$239K +$377 +9 +0.2%
PFA
541
Pure Financial Advisors
California
$239K -$28.3K -676 -11%
GFS
542
GYL Financial Synergies
Connecticut
$238K +$502 +12 +0.2%
CP
543
Cumberland Partners
Ontario, Canada
$235K +$235K +5,600 New
CFP
544
Catalyst Financial Partners
Massachusetts
$233K +$24.8K +637 +12%
VCA
545
Verdence Capital Advisors
Maryland
$231K
UB
546
UMB Bank
Missouri
$231K +$49.4K +1,179 +27%
LIC
547
Laurus Investment Counsel
Canada
$230K
WAM
548
Walker Asset Management
Missouri
$228K
IC
549
Inscription Capital
Texas
$227K +$227K +5,430 New
PFS
550
Prospera Financial Services
Texas
$226K +$9.72K +232 +4%