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Brookfield

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
576
Macquarie Group
Australia
$121K
CFB
577
Cullen/Frost Bankers
Texas
$109K +$109K +2,633 New
S
578
SignatureFD
Georgia
$107K +$7.23K +174 +7%
PTC
579
Private Trust Company
Ohio
$99.2K +$13.9K +334 +16%
CTA
580
Colonial Trust Advisors
South Carolina
$97.4K
IRAG
581
Investment Research & Advisory Group
Georgia
$93.5K
BF
582
BOK Financial
Oklahoma
$90.6K
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$24.9K +600 +38%
NA
584
NewEdge Advisors
Louisiana
$88.8K +$42 +1 +0%
AF
585
Allworth Financial
California
$83K +$4.93K +107 +6%
QC
586
Quent Capital
New York
$74.7K -$75.1K -1,807 -50%
CFGS
587
Concourse Financial Group Securities
Alabama
$71.7K -$9.2K -221 -11%
MHR
588
Matthew Hamilton Rosenberg
$71.3K +$12.2K +296 +21%
EWM
589
Evermay Wealth Management
Virginia
$70.6K
WT
590
Washington Trust
Rhode Island
$70K
BFP
591
Briaud Financial Planning
Texas
$67K
TSMHT
592
Thurston Springer Miller Herd & Titak
Indiana
$63.6K +$63.6K +1,532 New
CB
593
Community Bank
New York
$63.5K
PAI
594
Pittenger & Anderson Inc
Nebraska
$56.5K +$5.07K +122 +10%
ADL
595
Asset Dedication LLC
California
$56.1K +$56.1K +1,350 New
BFEC
596
Benjamin F. Edwards & Company
Missouri
$55K -$258K -6,216 -82%
HNB
597
Hilltop National Bank
Wyoming
$50.2K +$1.21K +29 +2%
PFBT
598
Parkside Financial Bank & Trust
Missouri
$49.9K -$2.41K -58 -5%
Nisa Investment Advisors
599
Nisa Investment Advisors
Missouri
$48.1K +$18.7K +450 +63%
GI
600
GAMMA Investing
California
$43.8K +$332 +8 +0.8%