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Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
651
SouthState Corp
Florida
$38K +$38K +769 New
BFEC
652
Benjamin F. Edwards & Company
Missouri
$38K +$38K +773 New
FHA
653
First Horizon Advisors
Tennessee
$37K
CHA
654
Carmichael Hill & Associates
Maryland
$35K
HI
655
Hudock Inc
Pennsylvania
$35K +$95 +2 +0.3%
TFS
656
TrustCore Financial Services
Tennessee
$31K
ST
657
Smithfield Trust
Pennsylvania
$29K -$351 -7 -1%
HWA
658
HHM Wealth Advisors
Tennessee
$29K
CHC
659
City Holding Co
West Virginia
$27K
SAM
660
Strategic Asset Management
Minnesota
$27K +$14.8K +301 +122%
LC
661
Lindbrook Capital
California
$26K -$4.92K -99 -16%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$26K +$7.25K +150 +39%
DI
663
Disciplined Investments
Oklahoma
$26K +$26K +526 New
HWM
664
Holloway Wealth Management
Florida
$25K -$22K
CAM
665
Costello Asset Management
Pennsylvania
$25K +$10.5K +273 +72%
LWA
666
Lenox Wealth Advisors
New York
$23K +$23K +464 New
WPWM
667
Western Pacific Wealth Management
Illinois
$23K +$23K +484 New
TWM
668
Tradition Wealth Management
Minnesota
$22K
SWM
669
Sugarloaf Wealth Management
Georgia
$21K
TF
670
TimeScale Financial
Massachusetts
$21K
PA
671
Parallel Advisors
California
$21K +$2.38K +48 +13%
QC
672
Quent Capital
New York
$21K +$21K +427 New
EW
673
Evoke Wealth
California
$19K +$49 +1 +0.3%
PCMC
674
Paragon Capital Management (Colorado)
Colorado
$19K +$19K +382 New
MWM
675
Mascoma Wealth Management
New Hampshire
$18K