BN icon

Brookfield

600 hedge funds and large institutions have $43.8B invested in Brookfield in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
10.57%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.13%
New
76
Increased
220
Reduced
175
Closed
48
Calls
$31.6M
Puts
$31M
Net Calls
+$628K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
551
Lindbrook Capital
California
$21K -$13.3K -374 -39%
HWA
552
HHM Wealth Advisors
Tennessee
$21K
AF
553
Advisornet Financial
Minnesota
$21K
ST
554
Smithfield Trust
Pennsylvania
$21K +$6.53K +183 +45%
HWM
555
Holloway Wealth Management
Florida
$18K -$17K
MA
556
MUFG Americas
New York
$15K
GEA
557
Glen Eagle Advisors
New Jersey
$14.1K
PMFA
558
Plante Moran Financial Advisors
Michigan
$14K
EW
559
Evoke Wealth
California
$14K +$12.6K +349 +873%
TFIPS
560
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.3K
VI
561
Vestcor Inc
New Brunswick, Canada
$13K
TFM
562
TFC Financial Management
Massachusetts
$13K
MWM
563
Mascoma Wealth Management
New Hampshire
$13K +$13K +374 New
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.89K +83 +32%
DAM
565
Delta Asset Management
Tennessee
$12K +$12K +343 New
APWM
566
Atlas Private Wealth Management
New York
$10K
ACA
567
Atlas Capital Advisors
Wyoming
$8.28K
EARNEST Partners
568
EARNEST Partners
Georgia
$8K
DWMG
569
DB Wealth Management Group
California
$8K +$8K +229 New
HFS
570
Hantz Financial Services
Michigan
$8K +$8K +230 New
NSIM
571
North Star Investment Management
Illinois
$7K
BCM
572
Bourgeon Capital Management
Connecticut
$7K
FMP
573
Financial Management Professionals
Texas
$7K
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7K +187 New
GRP
575
Global Retirement Partners
California
$6K