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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
526
Griffin Asset Management
New York
$338K +$266 +5 +0.1%
VAS
527
Vestmark Advisory Solutions
Massachusetts
$338K -$143K -2,697 -30%
BCWM
528
Bartlett & Co Wealth Management
Ohio
$332K -$106 -2 -0%
GT
529
Greenleaf Trust
Michigan
$331K +$331K +6,233 New
CCWM
530
Cassaday & Co Wealth Management
Virginia
$331K
G
531
GenTrust
Florida
$329K
HWA
532
Heartwood Wealth Advisors
Virginia
$325K
WWC
533
Waypoint Wealth Counsel
Georgia
$324K
SG Americas Securities
534
SG Americas Securities
New York
$321K -$164M -3,083,061 -100%
VFP
535
Verus Financial Partners
Virginia
$319K
IC
536
IEQ Capital
California
$318K +$318K +5,976 New
CFP
537
Catalyst Financial Partners
Massachusetts
$317K -$1.01K -19 -0.3%
CA
538
Cortland Associates
Missouri
$315K
MLL
539
Moody Lynn & Lieberson
Massachusetts
$315K +$315K +5,920 New
GAM
540
Gould Asset Management
California
$313K
GFS
541
GYL Financial Synergies
Connecticut
$305K +$1.06K +20 +0.4%
PFA
542
Pure Financial Advisors
California
$303K
WPC
543
Wedmont Private Capital
Pennsylvania
$300K +$300K +5,708 New
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$300K
WPP
545
Whalerock Point Partners
Rhode Island
$299K +$299K +5,619 New
VCA
546
Verdence Capital Advisors
Maryland
$296K +$2.23K +42 +0.8%
S
547
SignatureFD
Georgia
$295K +$159K +2,988 +116%
FHA
548
First Horizon Advisors
Tennessee
$292K
FHA
549
Flagship Harbor Advisors
Massachusetts
$292K +$292K +5,491 New
AQR Capital Management
550
AQR Capital Management
Connecticut
$292K +$292K +5,487 New