BN icon

Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
551
CWS Financial Advisors
Michigan
$274K +$274K +5,611 New
DIA
552
Dana Investment Advisors
Wisconsin
$272K
JIC
553
Joel Isaacson & Co
New York
$270K -$49 -1 -0%
GWMIA
554
Global Wealth Management Investment Advisory
Florida
$270K +$40.2K +824 +17%
WAM
555
Wakefield Asset Management
Colorado
$269K
BJL
556
Brighton Jones LLC
Washington
$269K +$26.7K +547 +11%
CGL
557
Clarius Group LLC
Washington
$268K -$64.7K -1,327 -19%
HH
558
Hilltop Holdings
Texas
$266K +$266K +5,453 New
PA
559
Pinnacle Associates
New York
$261K -$25.4K -521 -9%
9WM
560
9258 Wealth Management
Ohio
$255K -$587 -12 -0.2%
AA
561
Addison Advisors
Vermont
$254K
S
562
SignatureFD
Georgia
$253K
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$253K
Fayez Sarofim & Co
564
Fayez Sarofim & Co
Texas
$252K
IWM
565
IHT Wealth Management
Illinois
$250K -$8.98K -184 -3%
AC
566
ASB Consultores
Florida
$250K +$250K +5,117 New
SWP
567
Stratos Wealth Partners
Ohio
$249K +$249K +5,109 New
VFA
568
Valeo Financial Advisors
Indiana
$240K +$146 +3 +0.1%
GWS
569
Glassman Wealth Services
Virginia
$239K +$14.6K +298 +6%
SC
570
Saybrook Capital
North Carolina
$239K +$239K +4,905 New
RC
571
RegentAtlantic Capital
New Jersey
$237K -$111K -2,269 -32%
HT
572
HighTower Trust
Texas
$237K +$237K +4,847 New
CAM
573
Cresset Asset Management
Illinois
$237K +$237K +4,860 New
QTM
574
qPULA Trading Management
New York
$235K +$235K +4,824 New
ATIA
575
American Trust Investment Advisors
New Hampshire
$230K