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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
576
United Capital Financial Advisors
Texas
$248K +$248K +4,663 New
Prudential Financial
577
Prudential Financial
New Jersey
$246K +$246K +4,638 New
CIA
578
Concurrent Investment Advisors
Florida
$246K +$246K +4,633 New
OWA
579
Opal Wealth Advisors
New York
$246K -$34K -639 -12%
AO
580
Advisor OS
Illinois
$244K +$244K +4,599 New
EWM
581
Empirical Wealth Management
Washington
$243K -$26.6K -500 -10%
VV
582
Verity & Verity
South Carolina
$242K +$242K +4,560 New
RCAG
583
Rehmann Capital Advisory Group
Michigan
$241K +$241K +4,536 New
VAF
584
Values Added Financial
District of Columbia
$239K +$239K +4,500 New
NEPPG
585
New England Professional Planning Group
Rhode Island
$239K +$239K +4,500 New
D.E. Shaw & Co
586
D.E. Shaw & Co
New York
$239K +$239K +4,500 New
TC
587
TAGStone Capital
North Carolina
$237K +$237K +4,455 New
IC
588
Iconiq Capital
California
$235K +$235K +4,421 New
SCP
589
Sivia Capital Partners
California
$234K +$234K +4,398 New
AA
590
Addison Advisors
Vermont
$231K
DWA
591
Douglass Winthrop Advisors
New York
$229K +$229K +4,299 New
ECM
592
Evergreen Capital Management
Washington
$228K +$228K +4,296 New
GSEP
593
Golden State Equity Partners
California
$228K -$318K -5,981 -58%
CA
594
Clearstead Advisors
Ohio
$227K -$18.9K -356 -8%
Thrivent Financial for Lutherans
595
Thrivent Financial for Lutherans
Minnesota
$223K +$223K +4,197 New
HF
596
HRT Financial
New York
$222K +$222K +4,195 New
KA
597
Kovack Advisors
Florida
$220K +$220K +4,137 New
HTC
598
Haverford Trust Company
Pennsylvania
$219K +$219K +4,116 New
CFG
599
Citizens Financial Group
Rhode Island
$218K +$218K +4,110 New
FWTB
600
First Western Trust Bank
Colorado
$218K -$68.2K -1,284 -24%