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Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
551
Carmichael Hill & Associates
Maryland
$20.7K +$2.6K +83 +14%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$20K
DAM
553
Delta Asset Management
Tennessee
$19.5K
FHA
554
First Horizon Advisors
Tennessee
$19.3K -$2.28K -73 -11%
BC
555
Brookfield Corp
Ontario, Canada
$19.2K -$4.18B -133,722,910 -100%
QCG
556
Quadrant Capital Group
Ohio
$18.7K +$1.22K +39 +7%
HT
557
Headlands Technologies
Illinois
$18.3K +$18.3K +585 New
CW
558
Connectus Wealth
Ohio
$16.6K +$16.6K +53,162 New
ZB
559
Zions Bancorporation
Utah
$15.9K
NECFA
560
New England Capital Financial Advisors
Connecticut
$15.5K +$31 +1 +0.2%
HWA
561
HHM Wealth Advisors
Tennessee
$14.9K
OC
562
Oakworth Capital
Alabama
$12.4K
WPWM
563
Western Pacific Wealth Management
Illinois
$12.2K
PWMG
564
Prestige Wealth Management Group
New Jersey
$11.4K -$782 -25 -6%
TC
565
Truvestments Capital
Florida
$11.2K +$11.1K +356 +17,800%
SWM
566
Sugarloaf Wealth Management
Georgia
$11K
GIA
567
GHP Investment Advisors
Colorado
$10.8K
FGA
568
Fortis Group Advisors
New Jersey
$10.5K +$10.5K +337 New
SL
569
Salomon & Ludwin
Virginia
$10.1K +$10.1K +324 New
CAM
570
Costello Asset Management
Pennsylvania
$9.6K
EL
571
EMFO LLC
Florida
$9.38K
HIA
572
Harbor Investment Advisory
Maryland
$8.23K -$53.2K -1,695 -87%
MA
573
Montag & Associates
Georgia
$8.19K
FMP
574
Financial Management Professionals
Texas
$8K +$1.72K +53 +27%
HBW
575
Hazlett, Burt & Watson
West Virginia
$8K +$2.67K +83 +50%