BN icon

Brookfield

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
576
Allworth Financial
California
$7.79K +$3.32K +106 +74%
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$7.54K
JGIA
578
Jackson Grant Investment Advisers
Connecticut
$7.32K
JFA
579
JNBA Financial Advisors
Minnesota
$6.79K -$15.6K -500 -70%
LFG
580
Larson Financial Group
Missouri
$6.6K +$2.85K +91 +76%
MRCM
581
M&R Capital Management
New Jersey
$6.28K
ETC
582
Exchange Traded Concepts
Oklahoma
$5.69K +$1.94K +62 +52%
KFS
583
Kelly Financial Services
Massachusetts
$5.5K
NSIM
584
North Star Investment Management
Illinois
$5.25K
BAM
585
Bellevue Asset Management
Washington
$5.07K +$594 +19 +13%
JWA
586
JFS Wealth Advisors
Pennsylvania
$4.03K -$344 -11 -8%
PCM
587
Penserra Capital Management
California
$4K +$1.33K +43 +50%
SA
588
SRH Advisors
Kansas
$3.97K
MA
589
MCF Advisors
Kentucky
$3.5K -$18.8K -600 -84%
LCM
590
Logan Capital Management
Pennsylvania
$2.61K
PA
591
Parallel Advisors
California
$2.5K
MTIC
592
Missouri Trust & Investment Company
Missouri
$2.35K +$2.35K +75 New
BWP
593
Baldwin Wealth Partners
Massachusetts
$2.06K
ME
594
McIlrath & Eck
Washington
$1.85K
SJIM
595
St. Johns Investment Management
Florida
$1.72K
CFD
596
Creative Financial Designs
Indiana
$1.41K
GI
597
Gradient Investments
Minnesota
$1.41K
BIA
598
Bell Investment Advisors
California
$1.19K
EBA
599
Eagle Bay Advisors
New York
$782
SN
600
Sittner & Nelson
Oregon
$566