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Brookfield

596 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+52
Holders Change %
+9.56%
% of All Funds
11.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.34%
New
121
Increased
199
Reduced
163
Closed
57
Calls
$17.6M
Puts
$41.8M
Net Calls
-$24.3M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
1IA
551
1834 Investment Advisors
Wisconsin
$22K +$22K +701 New
CHA
552
Carmichael Hill & Associates
Maryland
$22K +$22K +723 New
HI
553
Hudock Inc
Pennsylvania
$21K +$61 +2 +0.3%
MA
554
MUFG Americas
New York
$21K +$21K +678 New
PCA
555
Providence Capital Advisors
North Carolina
$19K +$14.6K +467 +334%
CHAM
556
Clear Harbor Asset Management
Connecticut
$17.3K +$17.3K +561 New
HWM
557
Holloway Wealth Management
Florida
$16K -$15K
LWM
558
Lenox Wealth Management
Ohio
$16K
HF
559
Halpern Financial
Virginia
$14.6K +$14.6K +471 New
TRCT
560
Tower Research Capital (TRC)
New York
$14K -$2.43M -77,232 -99%
SWM
561
Sugarloaf Wealth Management
Georgia
$14K +$14K +439 New
HIA
562
Harbor Investment Advisory
Maryland
$14K +$14K +467 New
TL
563
TrueWealth LLC
Georgia
$13K
AWA
564
Artemis Wealth Advisors
New York
$12.8K +$12.8K +413 New
GEA
565
Glen Eagle Advisors
New Jersey
$12.3K +$12.3K +396 New
GRP
566
Global Retirement Partners
California
$11K +$8.04K +258 +272%
MRCM
567
M&R Capital Management
New Jersey
$11K +$11K +374 New
BCA
568
Berman Capital Advisors
Georgia
$9K +$60 +2 +0.7%
APWM
569
Atlas Private Wealth Management
New York
$9K +$9K +280 New
JFA
570
JNBA Financial Advisors
Minnesota
$8K
CFN
571
Cordasco Financial Network
Florida
$8K
OPS
572
Orion Portfolio Solutions
Nebraska
$8K +$8K +260 New
EARNEST Partners
573
EARNEST Partners
Georgia
$7K
KFS
574
Kelly Financial Services
Massachusetts
$6.53K +$6.53K +211 New
BL
575
Balentine LLC
Georgia
$6K