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Brookfield

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
QC
576
Quent Capital
New York
$91K +$3.68K +111 +4%
SC
577
SouthState Corp
Florida
$90K
BWL
578
Bogart Wealth LLC
Virginia
$87K +$84.2K +2,561 +3,049%
S
579
SignatureFD
Georgia
$85K +$4.74K +144 +6%
MAM
580
Magellan Asset Management
Australia
$81K +$81K +2,460 New
HIA
581
Harbor Investment Advisory
Maryland
$80K
CFGS
582
Concourse Financial Group Securities
Alabama
$79K -$47.7K -1,444 -38%
TWM
583
Tradition Wealth Management
Minnesota
$78K +$63.1K +1,900 +425%
WT
584
Washington Trust
Rhode Island
$75K -$166 -5 -0.2%
PTC
585
Private Trust Company
Ohio
$75K
TWA
586
TCI Wealth Advisors
Arizona
$75K
WTA
587
Washington Trust Advisors
Massachusetts
$73K
CDIA
588
Capital Directions Investment Advisors
Georgia
$69K -$75K -2,074 Closed
SC
589
Seldon Capital
California
$67K
EBA
590
Eagle Bay Advisors
New York
$66K
EWA
591
EverSource Wealth Advisors
Alabama
$66K +$57.4K +1,757 +671%
CB
592
Community Bank
New York
$62K
MHR
593
Matthew Hamilton Rosenberg
$62K
BWM
594
Baystate Wealth Management
Massachusetts
$52K +$165 +5 +0.3%
CCA
595
Column Capital Advisors
Indiana
$48K
FCB
596
First Command Bank
Texas
$48K
FCFS
597
First Command Financial Services
Texas
$48K
MGIM
598
M&G Investment Management
United Kingdom
$47K -$26K -782,985 -36%
JFA
599
JNBA Financial Advisors
Minnesota
$47K
PB
600
Pinnacle Bancorp
Nebraska
$40K