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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
601
EverSource Wealth Advisors
Alabama
$44.4K -$7.14K -178 -14%
Optiver Holding
602
Optiver Holding
Netherlands
$44K +$44K +1,052 New
GI
603
GAMMA Investing
California
$43.8K +$27.1K +647 +162%
SIC
604
Salem Investment Counselors
North Carolina
$42.2K +$42.2K +1,009 New
OC
605
Oakworth Capital
Alabama
$33.8K
TFA
606
Toth Financial Advisory
Virginia
$33.5K
Jones Financial Companies
607
Jones Financial Companies
Missouri
$33.2K +$33.2K +794 New
FWM
608
FSA Wealth Management
Massachusetts
$33K
GWSG
609
GPS Wealth Strategies Group
Colorado
$32.1K
MSC
610
MUFG Securities (Canada)
New York
$31.1K +$31.1K +743 New
MA
611
MCF Advisors
Kentucky
$29.8K -$69.1K -1,650 -70%
Nisa Investment Advisors
612
Nisa Investment Advisors
Missouri
$29.7K
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$29K
CHA
614
Carmichael Hill & Associates
Maryland
$27.8K
CW
615
Connectus Wealth
Ohio
$26.2K +$575 +13,730 +2%
DAM
616
Delta Asset Management
Tennessee
$26.1K
QCG
617
Quadrant Capital Group
Ohio
$24.6K +$2.76K +66 +13%
ZB
618
Zions Bancorporation
Utah
$21.3K
ITIM
619
Indiana Trust & Investment Management
Indiana
$21.2K +$21.2K +507 New
NECFA
620
New England Capital Financial Advisors
Connecticut
$20.8K
GM
621
GeoWealth Management
Illinois
$20.3K -$11.1K -266 -35%
HWA
622
HHM Wealth Advisors
Tennessee
$19.9K
BTI
623
Blue Trust Inc
Georgia
$18.1K -$9.88K -236 -35%
WPWM
624
Western Pacific Wealth Management
Illinois
$16.4K
PIC
625
Portland Investment Counsel
Ontario, Canada
$15.5K