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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
551
UMB Bank
Missouri
$174K
GWS
552
Glassman Wealth Services
Virginia
$173K +$6.46K +161 +4%
AA
553
Addison Advisors
Vermont
$169K
LAM
554
Lummis Asset Management
Texas
$161K +$161K +4,008 New
GIS
555
Grayhawk Investment Strategies
Alberta, Canada
$148K
HI
556
Harbour Investments
Wisconsin
$144K
POIA
557
Pin Oak Investment Advisors
Texas
$142K
TSW
558
Thompson Siegel & Walmsley
Virginia
$135K
UOTTAIMCU
559
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$107K +$107K +2,667 New
BF
560
BOK Financial
Oklahoma
$102K
MA
561
MCF Advisors
Kentucky
$94.8K +$90.3K +2,250 +2,009%
PB
562
Pinnacle Bancorp
Nebraska
$93.9K
S
563
SignatureFD
Georgia
$93.4K -$134K -3,352 -59%
GRP
564
Global Retirement Partners
California
$92.6K -$4.79K -123 -5%
IRAG
565
Investment Research & Advisory Group
Georgia
$90.3K
GG
566
Greenwood Gearhart
Arkansas
$90.3K +$90.3K +2,250 New
CTA
567
Colonial Trust Advisors
South Carolina
$90K -$3.93K -98 -4%
NA
568
NewEdge Advisors
Louisiana
$85.7K
CFGS
569
Concourse Financial Group Securities
Alabama
$82.7K +$81 +2 +0.1%
PTC
570
Private Trust Company
Ohio
$82.4K
QC
571
Quent Capital
New York
$72.7K -$484 -12 -0.7%
WT
572
Washington Trust
Rhode Island
$67.6K -$8.1K -202 -11%
TWM
573
Tradition Wealth Management
Minnesota
$62K -$14.6K -361 -19%
CB
574
Community Bank
New York
$61.3K
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$57.3K -$2.49K -62 -4%