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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
551
GHP Investment Advisors
Colorado
$11.5K
CAM
552
Costello Asset Management
Pennsylvania
$10.3K -$2.56K -76 -20%
EL
553
EMFO LLC
Florida
$10.1K
CFO
554
CVA Family Office
Colorado
$9.93K +$9.93K +295 New
PFG
555
Piershale Financial Group
Illinois
$9.29K
MA
556
Montag & Associates
Georgia
$8.82K +$2.15K +64 +32%
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$8.11K
JGIA
558
Jackson Grant Investment Advisers
Connecticut
$7.85K
CYG
559
Clean Yield Group
Vermont
$7.61K -$52K -1,545 -87%
FMP
560
Financial Management Professionals
Texas
$7K +$253 +7 +4%
SF
561
Safeguard Financial
Wisconsin
$7K +$7K +236 New
MAWCM
562
Mine & Arao Wealth Creation & Management
California
$6.76K +$6.76K +201 New
MRCM
563
M&R Capital Management
New Jersey
$6.74K
HBW
564
Hazlett, Burt & Watson
West Virginia
$6K +$6K +166 New
KFS
565
Kelly Financial Services
Massachusetts
$5.91K +$34 +1 +0.6%
NSIM
566
North Star Investment Management
Illinois
$5.65K +$606 +18 +12%
AF
567
Allworth Financial
California
$4.81K -$1.28K -38 -21%
BAM
568
Bellevue Asset Management
Washington
$4.81K +$471 +14 +11%
JWA
569
JFS Wealth Advisors
Pennsylvania
$4.71K +$707 +21 +18%
SA
570
SRH Advisors
Kansas
$4.14K
ETC
571
Exchange Traded Concepts
Oklahoma
$4.04K -$2.66K -79 -40%
LFG
572
Larson Financial Group
Missouri
$4.04K
IGWM
573
ICA Group Wealth Management
Colorado
$3.7K
BWM
574
BerganKDV Wealth Management
Minnesota
$3.57K
SC
575
SouthState Corp
Florida
$3.1K -$64K -1,903 -95%