BN icon

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 %
PWMG
626
Prestige Wealth Management Group
New Jersey
$15.3K
FGA
627
Fortis Group Advisors
New Jersey
$14.1K -$14.1K -337 -50%
CFO
628
CVA Family Office
Colorado
$13.6K
CAM
629
Costello Asset Management
Pennsylvania
$12.9K
TFIPS
630
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.8K
GIA
631
GHP Investment Advisors
Colorado
$12.6K -$1.47K -35 -10%
EL
632
EMFO LLC
Florida
$12.6K
FMP
633
Financial Management Professionals
Texas
$11K +$550 +13 +5%
MA
634
Montag & Associates
Georgia
$11K
HBW
635
Hazlett, Burt & Watson
West Virginia
$10K
SA
636
Scarborough Advisors
Maryland
$9.84K
JGIA
637
Jackson Grant Investment Advisers
Connecticut
$9.76K
HIA
638
Harbor Investment Advisory
Maryland
$9.72K -$1.26K -30 -11%
AGWCA
639
Annis Gardner Whiting Capital Advisors
Florida
$9.21K +$9.21K +220 New
GWP
640
Gen-Wealth Partners
Michigan
$9.09K +$9.09K +217 New
FPB
641
First PREMIER Bank
South Dakota
$9K +$9K +223 New
JWA
642
JFS Wealth Advisors
Pennsylvania
$8.92K +$335 +8 +4%
SWS
643
SYSTM Wealth Solutions
Illinois
$8.58K
KFS
644
Kelly Financial Services
Massachusetts
$7.39K
NSIM
645
North Star Investment Management
Illinois
$7.03K
BAM
646
Bellevue Asset Management
Washington
$6.62K -$126 -3 -2%
SAG
647
Spotlight Asset Group
Illinois
$6.53K +$6.53K +156 New
OPTFSNA
648
Old Point Trust & Financial Services N A
Virginia
$6.28K
SA
649
SRH Advisors
Kansas
$5.32K
PCM
650
Penserra Capital Management
California
$5K