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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
10.67%
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 %
JWCA
601
J.W. Cole Advisors
Florida
$213K +$213K +4,013 New
BFO
602
Biltmore Family Office
North Carolina
$213K +$213K +4,000 New
GIBU
603
Gulf International Bank (UK)
United Kingdom
$212K -$266K -5,026 -56%
VA
604
Vident Advisory
Georgia
$211K +$211K +3,976 New
VF
605
Virtu Financial
New York
$211K +$211K +3,966 New
VFA
606
Valeo Financial Advisors
Indiana
$210K +$210K +3,952 New
LAM
607
Lummis Asset Management
Texas
$208K
MCC
608
Malaga Cove Capital
California
$202K +$202K +3,809 New
SF
609
Summit Financial
New Jersey
$202K +$202K +3,808 New
FFA
610
Farther Finance Advisors
California
$202K -$178K -3,341 -47%
JIC
611
Johnson Investment Counsel
Ohio
$201K +$201K +3,783 New
GC
612
Guggenheim Capital
Illinois
$200K +$200K +3,769 New
AA
613
Alta Advisers
United Kingdom
$195K +$195K +3,663 New
HI
614
Harbour Investments
Wisconsin
$191K
WBCM
615
Wilson & Boucher Capital Management
California
$188K +$188K +3,543 New
POIA
616
Pin Oak Investment Advisors
Texas
$188K
QC
617
Quent Capital
New York
$188K +$92.2K +1,733 +96%
BIC
618
Beach Investment Counsel
Pennsylvania
$186K
CH
619
Cromwell Holdings
Wyoming
$185K
EWA
620
EverSource Wealth Advisors
Alabama
$176K +$7.71K +145 +5%
WTC
621
WhitTier Trust Company
Nevada
$175K -$383K -7,200 -69%
GRP
622
Global Retirement Partners
California
$170K -$19K -357 -10%
PPC
623
Park Place Capital
Alabama
$168K -$73.3K -1,380 -30%
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$167K +$121K +2,272 +262%
TRCT
625
Tower Research Capital (TRC)
New York
$157K -$109K -2,058 -41%