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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 %
NECFA
601
New England Capital Financial Advisors
Connecticut
$19.9K +$40 +1 +0.2%
AAM
602
Advisors Asset Management
Colorado
$19.7K -$20K -498 -50%
MFG
603
Mendota Financial Group
Wisconsin
$19.3K +$19.3K +480 New
HWA
604
HHM Wealth Advisors
Tennessee
$19.1K
PS
605
Planned Solutions
California
$16K +$16K +400 New
GI
606
GAMMA Investing
California
$15.9K +$15.9K +400 New
WPWM
607
Western Pacific Wealth Management
Illinois
$15.7K
PWMG
608
Prestige Wealth Management Group
New Jersey
$14.6K
SWM
609
Sugarloaf Wealth Management
Georgia
$14.1K
GIA
610
GHP Investment Advisors
Colorado
$13.4K
CFO
611
CVA Family Office
Colorado
$13K +$13K +325 New
MRCM
612
M&R Capital Management
New Jersey
$12.5K +$4.43K +110 +55%
CAM
613
Costello Asset Management
Pennsylvania
$12.3K
TFIPS
614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.2K +$12.2K +305 New
EL
615
EMFO LLC
Florida
$12K
HIA
616
Harbor Investment Advisory
Maryland
$10.6K
MA
617
Montag & Associates
Georgia
$10.5K
SL
618
Salomon & Ludwin
Virginia
$10.1K
HBW
619
Hazlett, Burt & Watson
West Virginia
$10K
FMP
620
Financial Management Professionals
Texas
$10K
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$9.67K
SA
622
Scarborough Advisors
Maryland
$9.43K +$9.43K +235 New
JGIA
623
Jackson Grant Investment Advisers
Connecticut
$9.39K
JWA
624
JFS Wealth Advisors
Pennsylvania
$8.23K +$3.05K +76 +59%
SWS
625
SYSTM Wealth Solutions
Illinois
$8.23K +$8.23K +205 New