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Brookfield

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VFP
551
Verus Financial Partners
Virginia
$205K +$205K +6,356 New
AWS
552
AJ Wealth Strategies
New York
$204K
Parallax Volatility Advisers
553
Parallax Volatility Advisers
California
$203K -$3.29M -99,536 -94%
VCA
554
Verdence Capital Advisors
Maryland
$202K +$202K +6,123 New
Acadian Asset Management
555
Acadian Asset Management
Massachusetts
$197K -$1.02M -30,948 -84%
ZIG
556
Zullo Investment Group
Pennsylvania
$192K
CCM
557
Covington Capital Management
California
$191K
UB
558
UMB Bank
Missouri
$191K +$77.6K +2,342 +68%
Group One Trading
559
Group One Trading
Illinois
$182K -$1.76M -53,109 -91%
AA
560
Addison Advisors
Vermont
$172K
BAM
561
Belpointe Asset Management
Nevada
$170K -$259K -7,895 -60%
SWM
562
Spire Wealth Management
Virginia
$168K -$58.3K -1,759 -26%
GWS
563
Glassman Wealth Services
Virginia
$164K +$3.51K +106 +2%
VWM
564
Venturi Wealth Management
Texas
$164K +$164K +4,948 New
HI
565
Harbour Investments
Wisconsin
$160K
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$160K +$94.6K +2,856 +145%
POIA
567
Pin Oak Investment Advisors
Texas
$145K
HNB
568
Huntington National Bank
Ohio
$139K -$757 -23 -0.5%
TSW
569
Thompson Siegel & Walmsley
Virginia
$138K
AAM
570
Advisors Asset Management
Colorado
$120K +$1.72K +52 +1%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$116K +$59.8K +1,805 +106%
GIS
572
Grayhawk Investment Strategies
Alberta, Canada
$114K -$11.9K -360 -9%
BWA
573
BDO Wealth Advisors
Florida
$102K
NIM
574
NuWave Investment Management
New Jersey
$102K +$102K +3,100 New
WB
575
West Bancorporation
Iowa
$93K