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Brookfield

600 hedge funds and large institutions have $43.8B invested in Brookfield in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
10.57%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.13%
New
76
Increased
220
Reduced
175
Closed
48
Calls
$31.6M
Puts
$31M
Net Calls
+$628K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
576
SRH Advisors
Kansas
$6K
GRP
577
Global Retirement Partners
California
$6K
Walleye Trading
578
Walleye Trading
New York
$5K -$45K -1,234 -90%
BAM
579
Bellevue Asset Management
Washington
$5K -$590 -17 -11%
EIP
580
Ellis Investment Partners
Pennsylvania
$5K
DWP
581
Destiny Wealth Partners
Florida
$5K
ME
582
McIlrath & Eck
Washington
$5K
MWP
583
Meridian Wealth Partners
Pennsylvania
$5K +$5K +135 New
BCA
584
Berman Capital Advisors
Georgia
$4K +$1.56K +44 +64%
PWA
585
Phoenix Wealth Advisors
North Carolina
$4K +$4K +125 New
PA
586
Parallel Advisors
California
$3K
GAM
587
Gemmer Asset Management
California
$3K
Jones Financial Companies
588
Jones Financial Companies
Missouri
$3K +$3K +95 New
CFD
589
Creative Financial Designs
Indiana
$2K
MF
590
Manchester Financial
California
$2K
SJIM
591
St. Johns Investment Management
Florida
$2K
PWMG
592
Prestige Wealth Management Group
New Jersey
$1K -$1.26K -39 -56%
FHC
593
First Horizon Corporation
Tennessee
$1K
RFA
594
Reilly Financial Advisors
California
$1K
CAGAS
595
Capital Advisory Group Advisory Services
Minnesota
$1K
NIG
596
NFJ Investment Group
Texas
$1K +$1K +16 New
RWM
597
RBA Wealth Management
California
$668 +$668 +19 New
BBHC
598
Brown Brothers Harriman & Co
New York
$81 -$194 -5,455 -71%
ED
599
Exane Derivatives
France
$44
SWM
600
Sugarloaf Wealth Management
Georgia
$16