BN icon

Brookfield

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
551
Commerce Bank
Missouri
$267K
ZIG
552
Zullo Investment Group
Pennsylvania
$266K
CCM
553
Covington Capital Management
California
$265K
SFG
554
Sovereign Financial Group
Connecticut
$261K +$261K +5,709 New
BRWA
555
B. Riley Wealth Advisors
Florida
$260K -$7.61K -166 -3%
SBIA
556
Sheaff Brock Investment Advisors
Indiana
$260K
VV
557
Verity & Verity
South Carolina
$258K
GGS
558
Galvin Gaustad & Stein
Arizona
$257K -$9.61K -210 -4%
CFA
559
CWS Financial Advisors
Michigan
$257K
FIM
560
Freedom Investment Management
Connecticut
$257K +$257K +5,615 New
DIA
561
Dana Investment Advisors
Wisconsin
$255K
KA
562
Kovack Advisors
Florida
$252K -$29.7K -650 -11%
BJL
563
Brighton Jones LLC
Washington
$252K -$183 -4 -0.1%
WAM
564
Wakefield Asset Management
Colorado
$252K
HH
565
Hilltop Holdings
Texas
$248K -$1.37K -30 -0.6%
SW
566
SVB Wealth
Massachusetts
$242K -$46.5K -1,019 -16%
JIC
567
Joel Isaacson & Co
New York
$240K
AA
568
Addison Advisors
Vermont
$238K
BMCM
569
Bryn Mawr Capital Management
Pennsylvania
$237K
Fayez Sarofim & Co
570
Fayez Sarofim & Co
Texas
$236K
9WM
571
9258 Wealth Management
Ohio
$235K -$3.52K -77 -1%
BIP
572
Blueprint Investment Partners
North Carolina
$232K +$232K +5,075 New
IC
573
IEQ Capital
California
$230K +$230K +5,031 New
EAM
574
Evanson Asset Management
California
$229K +$36.7K +804 +19%
WANY
575
Wealthspire Advisors (New York)
New York
$228K -$35.3K -774 -13%