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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
551
Cubic Asset Management
Massachusetts
$226K
CC
552
Cipher Capital
New York
$226K +$226K +5,397 New
JIC
553
Joel Isaacson & Co
New York
$224K
OWA
554
Opal Wealth Advisors
New York
$223K +$1.63K +39 +0.7%
DT
555
Diversified Trust
Tennessee
$222K +$222K +5,297 New
CG
556
Clarus Group
Texas
$221K +$221K +5,279 New
BC
557
Bridgefront Capital
Texas
$220K +$220K +5,255 New
HPC
558
HM Payson & Co
Maine
$218K
CC
559
Callan Capital
California
$214K +$214K +5,116 New
EWM
560
Empirical Wealth Management
Washington
$212K +$212K +5,075 New
ACGA
561
Atlanta Consulting Group Advisors
Georgia
$212K +$212K +5,062 New
FSA
562
Financial Security Advisor
Virginia
$209K -$378 -9 -0.2%
SCP
563
Sivia Capital Partners
California
$208K +$208K +4,957 New
CA
564
Clearstead Advisors
Ohio
$204K
MCC
565
Malaga Cove Capital
California
$203K +$203K +4,859 New
ESB
566
Essex Savings Bank
Connecticut
$201K
FFA
567
Farther Finance Advisors
California
$197K -$13.1K -319 -6%
AA
568
Addison Advisors
Vermont
$176K
LAM
569
Lummis Asset Management
Texas
$168K
GIS
570
Grayhawk Investment Strategies
Alberta, Canada
$158K
HNB
571
Huntington National Bank
Ohio
$153K +$120K +2,858 +354%
QC
572
Quent Capital
New York
$151K +$75.4K +1,800 +100%
HI
573
Harbour Investments
Wisconsin
$150K
POIA
574
Pin Oak Investment Advisors
Texas
$149K
Macquarie Group
575
Macquarie Group
Australia
$121K +$121K +2,900 New