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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
651
Disciplined Investments
Oklahoma
$18K
WPWM
652
Western Pacific Wealth Management
Illinois
$17K
PWMG
653
Prestige Wealth Management Group
New Jersey
$17K +$15.9K +451 +1,455%
SWM
654
Sugarloaf Wealth Management
Georgia
$16K
TF
655
TimeScale Financial
Massachusetts
$16K
TWM
656
Tradition Wealth Management
Minnesota
$16K
GIA
657
GHP Investment Advisors
Colorado
$15K -$18.4K -508 -55%
CCM
658
Chilton Capital Management
Texas
$15K +$15K +408 New
CAM
659
Costello Asset Management
Pennsylvania
$14K
EL
660
EMFO LLC
Florida
$13K
TAM
661
Tucker Asset Management
Colorado
$12.3K +$12.3K +343 New
CCM
662
Cribstone Capital Management
Maine
$11K
BHWM
663
Beaird Harris Wealth Management
Texas
$10K
SAM
664
Strategic Asset Management
Minnesota
$9K -$11K -301 -55%
EWA
665
EverSource Wealth Advisors
Alabama
$9K -$653 -19 -7%
OCM
666
Orion Capital Management
California
$9K
GRP
667
Global Retirement Partners
California
$9K +$2.11K +56 +31%
DWP
668
Destiny Wealth Partners
Florida
$9K +$4.24K +112 +89%
HS
669
Horan Securities
United States
$9K +$9K +241 New
ACA
670
Atlas Capital Advisors
Wyoming
$8.27K
EARNEST Partners
671
EARNEST Partners
Georgia
$8K +$1.45K +39 +22%
AF
672
Allworth Financial
California
$8K +$1.73K +47 +27%
KFS
673
Kelly Financial Services
Massachusetts
$7.75K
NSIM
674
North Star Investment Management
Illinois
$7K
BCM
675
Bourgeon Capital Management
Connecticut
$7K