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Brookfield

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
651
GHP Investment Advisors
Colorado
$42K +$42K +922 New
FMP
652
Financial Management Professionals
Texas
$41K +$34.8K +761 +560%
HIIFS
653
Harel Insurance Investments & Financial Services
Israel
$39K +$39K +854 New
ZB
654
Zions Bancorporation
Utah
$37K -$1.4K -31 -4%
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$36K +$11.4K +249 +46%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$35K
FHA
657
First Horizon Advisors
Tennessee
$34K -$1.53K -33 -4%
CHA
658
Carmichael Hill & Associates
Maryland
$33K
HI
659
Hudock Inc
Pennsylvania
$33K
TFS
660
TrustCore Financial Services
Tennessee
$29K
CHC
661
City Holding Co
West Virginia
$28K
GA
662
GoalVest Advisory
New York
$28K +$28K +622 New
HWA
663
HHM Wealth Advisors
Tennessee
$27K
ST
664
Smithfield Trust
Pennsylvania
$26K
SAM
665
Strategic Asset Management
Minnesota
$25K
LC
666
Lindbrook Capital
California
$24K
DI
667
Disciplined Investments
Oklahoma
$23K -$1.44K -31 -6%
OC
668
Oakworth Capital
Alabama
$22K -$262K -5,801 -92%
WPWM
669
Western Pacific Wealth Management
Illinois
$22K
LWA
670
Lenox Wealth Advisors
New York
$21K
SWM
671
Sugarloaf Wealth Management
Georgia
$20K
TF
672
TimeScale Financial
Massachusetts
$20K
TWM
673
Tradition Wealth Management
Minnesota
$20K
PA
674
Parallel Advisors
California
$19K -$320 -7 -2%
CAM
675
Costello Asset Management
Pennsylvania
$17K -$12.2K -273 -42%