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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.67%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LIC
551
Laurus Investment Counsel
Canada
$291K
HNB
552
Huntington National Bank
Ohio
$289K +$23.3K +439 +9%
WAM
553
Walker Asset Management
Missouri
$289K
IC
554
Inscription Capital
Texas
$289K
CT
555
Colonial Trust
South Carolina
$288K -$13.3K -250 -4%
Susquehanna International Group
556
Susquehanna International Group
Pennsylvania
$284K -$424K -7,986 -60%
M
557
Murchinson
Ontario, Canada
$284K +$284K +5,343 New
JIC
558
Joel Isaacson & Co
New York
$284K
Jones Financial Companies
559
Jones Financial Companies
Missouri
$284K +$51.5K +965 +22%
FFM
560
Forum Financial Management
Illinois
$282K
MCM
561
Maple Capital Management
Vermont
$280K +$280K +5,267 New
OWP
562
Obermeyer Wealth Partners
Colorado
$278K
HPC
563
HM Payson & Co
Maine
$276K
PP
564
PDS Planning
Ohio
$276K +$276K +5,190 New
CHP
565
Cable Hill Partners
Oregon
$274K
PFS
566
Prospera Financial Services
Texas
$273K -$20.9K -394 -7%
ACGA
567
Atlanta Consulting Group Advisors
Georgia
$269K
BTW
568
Boston Trust Walden
Massachusetts
$269K +$269K +5,062 New
ESB
569
Essex Savings Bank
Connecticut
$267K -$3.24K -61 -1%
BL
570
BFSG LLC
California
$267K -$19.1K -360 -7%
CSPIA
571
Cary Street Partners Investment Advisory
Virginia
$266K +$266K +5,005 New
FSA
572
Financial Security Advisor
Virginia
$265K
NP
573
NorthRock Partners
Minnesota
$258K +$258K +4,862 New
CFB
574
Cullen/Frost Bankers
Texas
$252K +$112K +2,100 +80%
KWM
575
Keebeck Wealth Management
Illinois
$249K +$249K +4,677 New