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Brookfield

661 hedge funds and large institutions have $54B invested in Brookfield in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 274 increasing their positions, 180 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+32
Holders Change %
+5.09%
% of All Funds
11.61%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.3%
New
76
Increased
274
Reduced
180
Closed
33
Calls
$26.2M
Puts
$39.5M
Net Calls
-$13.3M
Net Calls Change
+$4.66M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
626
Bellevue Asset Management
Washington
$6K
GAM
627
Gemmer Asset Management
California
$6K +$2.15K +52 +56%
BWM
628
BerganKDV Wealth Management
Minnesota
$6K +$6K +131 New
SC
629
Sawyer & Company
Massachusetts
$6K +$6K +135 New
PWA
630
Phoenix Wealth Advisors
North Carolina
$5K
EIP
631
Ellis Investment Partners
Pennsylvania
$5K
AAP
632
Arax Advisory Partners
Colorado
$5K +$680 +17 +16%
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$5K +$4.25K +90 +563%
TC
634
Truvestments Capital
Florida
$5K +$5K +106 New
HCM
635
Highlander Capital Management
New Jersey
$5K +$5K +111 New
CAL
636
Capital Analysts LLC
Pennsylvania
$5K +$5K +113 New
DWP
637
Destiny Wealth Partners
Florida
$5K +$5K +126 New
FMP
638
Financial Management Professionals
Texas
$4K
LCM
639
Logan Capital Management
Pennsylvania
$4K
BWL
640
Bogart Wealth LLC
Virginia
$4K +$4K +84 New
AF
641
Advisornet Financial
Minnesota
$3K -$22.6K -513 -88%
SJIM
642
St. Johns Investment Management
Florida
$3K
CFD
643
Creative Financial Designs
Indiana
$2K
RFA
644
Reilly Financial Advisors
California
$2K +$478 +11 +31%
GKWIM
645
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +49 New
FCMT
646
Founders Capital Management (Texas)
Texas
$2K +$2K +56 New
PWMG
647
Prestige Wealth Management Group
New Jersey
$1K
NIG
648
NFJ Investment Group
Texas
$1K
JPLA
649
Joseph P. Lucia & Associates
New York
$1K +$1K +12 New
SIS
650
Sound Income Strategies
Florida
$1K +$1K +14 New