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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 %
IGWM
651
ICA Group Wealth Management
Colorado
$4.61K
OLVIG
652
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K +$4.25K +101 New
FG
653
Fairman Group
Pennsylvania
$4.19K
PA
654
Parallel Advisors
California
$4.02K
CP
655
Castleview Partners
Texas
$3.98K +$1.93K +46 +94%
LCM
656
Logan Capital Management
Pennsylvania
$3.5K
FFA
657
Frazier Financial Advisors
Ohio
$3.31K +$377 +9 +13%
PCWA
658
Pacific Capital Wealth Advisors
California
$3.22K +$3.22K +77 New
MTIC
659
Missouri Trust & Investment Company
Missouri
$3.14K
BWP
660
Baldwin Wealth Partners
Massachusetts
$2.76K
ME
661
McIlrath & Eck
Washington
$2.47K
FGAM
662
Financial Gravity Asset Management
Texas
$2.46K +$2.46K +59 New
SJIM
663
St. Johns Investment Management
Florida
$2.3K
CFD
664
Creative Financial Designs
Indiana
$1.88K
BWAM
665
Boyd Watterson Asset Management
Ohio
$1.51K +$1.51K +36 New
PWMG
666
Private Wealth Management Group
New Jersey
$1.44K +$1.44K +34 New
BIA
667
Bell Investment Advisors
California
$1.3K
EBA
668
Eagle Bay Advisors
New York
$1.05K
C
669
Covestor
United Kingdom
$1K
RIL
670
Rothschild Investment LLC
Illinois
$796
AF
671
Advisornet Financial
Minnesota
$754
SN
672
Sittner & Nelson
Oregon
$754
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$503
SIS
674
Sound Income Strategies
Florida
$461
TC
675
Truvestments Capital
Florida
$377