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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FH
551
FWG Holdings
Florida
$234K -$31.3K -871 -12%
BL
552
Balentine LLC
Georgia
$234K +$234K +6,523 New
HPC
553
HM Payson & Co
Maine
$231K
SI
554
Stephens Inc
Arkansas
$229K +$14.1K +392 +7%
XT
555
XTX Topco
Cayman Islands
$229K +$229K +6,361 New
ACM
556
Advisors Capital Management
New Jersey
$227K +$2.59K +72 +1%
AWS
557
AJ Wealth Strategies
New York
$222K
BFM
558
Boston Financial Management
Massachusetts
$222K +$1.58K +44 +0.7%
BRWA
559
B. Riley Wealth Advisors
Florida
$222K +$18K +500 +9%
PM
560
Pembroke Management
Quebec, Canada
$216K
RC
561
RegentAtlantic Capital
New Jersey
$214K
ZIG
562
Zullo Investment Group
Pennsylvania
$209K
Verition Fund Management
563
Verition Fund Management
Connecticut
$209K +$209K +5,813 New
CCM
564
Covington Capital Management
California
$208K
Macquarie Group
565
Macquarie Group
Australia
$207K
ORC
566
O'Rourke & Company
Massachusetts
$207K +$207K +5,746 New
SFG
567
Sovereign Financial Group
Connecticut
$205K
KA
568
Kovack Advisors
Florida
$205K +$6.75K +188 +3%
DWA
569
Douglass Winthrop Advisors
New York
$205K +$205K +5,689 New
SBIA
570
Sheaff Brock Investment Advisors
Indiana
$204K
VV
571
Verity & Verity
South Carolina
$203K
CFA
572
CWS Financial Advisors
Michigan
$202K
AGP
573
Autumn Glory Partners
Texas
$202K +$202K +5,610 New
CCM
574
Canal Capital Management
Virginia
$201K +$201K +5,596 New
DIA
575
Dana Investment Advisors
Wisconsin
$200K