BN icon

Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
576
Baystate Wealth Management
Massachusetts
$53K +$1.45K +36 +3%
MHR
577
Matthew Hamilton Rosenberg
$52.6K
EWA
578
EverSource Wealth Advisors
Alabama
$51.5K -$10.6K -264 -17%
PCMC
579
Planning Capital Management Corporation
Pennsylvania
$49.1K +$49.1K +1,224 New
FCAS
580
First Command Advisory Services
Texas
$47.5K
PFBT
581
Parkside Financial Bank & Trust
Missouri
$45K -$15.5K -387 -26%
AF
582
Allworth Financial
California
$35.6K +$25.6K +638 +256%
Fifth Third Bancorp
583
Fifth Third Bancorp
Ohio
$34.4K -$160 -4 -0.5%
OC
584
Oakworth Capital
Alabama
$33.8K +$21.4K +679 +172%
HNB
585
Huntington National Bank
Ohio
$32.4K
TFA
586
Toth Financial Advisory
Virginia
$32.1K
FWM
587
FSA Wealth Management
Massachusetts
$32K +$32K +788 New
GWSG
588
GPS Wealth Strategies Group
Colorado
$30.7K -$15.8K -394 -34%
GM
589
GeoWealth Management
Illinois
$30K +$30K +752 New
Nisa Investment Advisors
590
Nisa Investment Advisors
Missouri
$28.4K
HIIFS
591
Harel Insurance Investments & Financial Services
Israel
$28K
FGA
592
Fortis Group Advisors
New Jersey
$27K +$13.5K +337 +100%
CHA
593
Carmichael Hill & Associates
Maryland
$26.6K
DAM
594
Delta Asset Management
Tennessee
$25K
PAI
595
Pittenger & Anderson Inc
Nebraska
$24.8K -$7.3K -182 -23%
FHA
596
First Horizon Advisors
Tennessee
$24.8K
CW
597
Connectus Wealth
Ohio
$24.5K +$22.4K +557,749 +1,049%
BTI
598
Blue Trust Inc
Georgia
$21K -$11K -352 -34%
QCG
599
Quadrant Capital Group
Ohio
$20.9K -$3.05K -76 -13%
ZB
600
Zions Bancorporation
Utah
$20.4K