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Brookfield

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TH
651
TCTC Holdings
Texas
$49.2K
PTC
652
Private Trust Company
Ohio
$47.2K -$79.7K -1,500 -63%
QCG
653
Quadrant Capital Group
Ohio
$47.2K +$16K +301 +51%
PWMG
654
Prestige Wealth Management Group
New Jersey
$46K +$26.6K +500 +137%
TFA
655
Toth Financial Advisory
Virginia
$42.5K
TFIPS
656
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.5K
FWM
657
FSA Wealth Management
Massachusetts
$41.9K +$41.9K +788 New
JFGIW
658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.7K +$41.7K +785 New
GM
659
GeoWealth Management
Illinois
$40.9K +$4.04K +76 +11%
KPP
660
Kings Path Partners
Texas
$40K
PB
661
Pinnacle Bancorp
Nebraska
$39.8K
FPFS
662
First Personal Financial Services
North Carolina
$37.1K +$37.1K +785 New
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$37K
GWSG
664
GPS Wealth Strategies Group
Colorado
$35.9K
CHA
665
Carmichael Hill & Associates
Maryland
$35.2K
HWA
666
HHM Wealth Advisors
Tennessee
$34.9K +$9.62K +181 +38%
MA
667
MCF Advisors
Kentucky
$34K -$3.88K -73 -10%
DAM
668
Delta Asset Management
Tennessee
$33.2K
AF
669
Advisornet Financial
Minnesota
$32.6K
MCM
670
Manchester Capital Management
Vermont
$29.9K
NECFA
671
New England Capital Financial Advisors
Connecticut
$26.5K +$53 +1 +0.2%
TC
672
Truvestments Capital
Florida
$23.2K +$23.2K +436 New
FCA
673
FinTrust Capital Advisors
South Carolina
$21.5K
PS
674
Planned Solutions
California
$21.3K +$21.3K +400 New
OC
675
Oakworth Capital
Alabama
$20.9K -$36.1K -679 -63%