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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 %
KFS
626
Kelly Financial Services
Massachusetts
$7.07K
NSIM
627
North Star Investment Management
Illinois
$6.74K
BAM
628
Bellevue Asset Management
Washington
$6.46K -$40 -1 -0.6%
CTB
629
Country Trust Bank
Illinois
$6.1K +$6.1K +152 New
OPTFSNA
630
Old Point Trust & Financial Services N A
Virginia
$6.02K +$6.02K +150 New
SFA
631
Semmax Financial Advisors
North Carolina
$5.36K +$5.36K +137 New
SA
632
SRH Advisors
Kansas
$5.1K
PCM
633
Penserra Capital Management
California
$5K -$119 -3 -2%
LFG
634
Larson Financial Group
Missouri
$4.81K -$3.65K -91 -43%
IGWM
635
ICA Group Wealth Management
Colorado
$4.41K +$4.41K +110 New
JFA
636
JNBA Financial Advisors
Minnesota
$4.05K -$4.66K -116 -53%
FG
637
Fairman Group
Pennsylvania
$4.01K +$4.01K +100 New
PA
638
Parallel Advisors
California
$3.85K +$642 +16 +20%
LCM
639
Logan Capital Management
Pennsylvania
$3.35K
MTIC
640
Missouri Trust & Investment Company
Missouri
$3.01K
FFA
641
Frazier Financial Advisors
Ohio
$2.81K +$2.81K +70 New
BWP
642
Baldwin Wealth Partners
Massachusetts
$2.65K
ME
643
McIlrath & Eck
Washington
$2.37K
SJIM
644
St. Johns Investment Management
Florida
$2.21K
CP
645
Castleview Partners
Texas
$1.97K -$42.1K -1,050 -96%
GI
646
Gradient Investments
Minnesota
$1.81K
CFD
647
Creative Financial Designs
Indiana
$1.81K
ETC
648
Exchange Traded Concepts
Oklahoma
$1.77K -$5.54K -138 -76%
BIA
649
Bell Investment Advisors
California
$1.24K -$281 -7 -18%
EBA
650
Eagle Bay Advisors
New York
$1K