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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 %
WWM
676
Wagner Wealth Management
South Carolina
$7K +$7K +192 New
FPS
677
Fieldpoint Private Securities
Connecticut
$6K -$251 -7 -4%
ACK
678
Andrew C. Karlinski
$6K
SA
679
SRH Advisors
Kansas
$6K
PA
680
Parallel Advisors
California
$5K -$9.05K -268 -64%
COCM
681
Charter Oak Capital Management
New Hampshire
$5K
BWM
682
BerganKDV Wealth Management
Minnesota
$5K
BAM
683
Bellevue Asset Management
Washington
$5K +$229 +6 +5%
BAM
684
Baldrige Asset Management
Pennsylvania
$5K +$5K +136 New
LFG
685
Larson Financial Group
Missouri
$5K +$5K +148 New
FGAM
686
Financial Gravity Asset Management
Texas
$4.48K +$3.87K +893 +633%
EIP
687
Ellis Investment Partners
Pennsylvania
$4K
HCM
688
Highlander Capital Management
New Jersey
$4K
LCM
689
Logan Capital Management
Pennsylvania
$4K
CAL
690
Capital Analysts LLC
Pennsylvania
$4K +$4K +113 New
HFS
691
Heritage Financial Services
Massachusetts
$4K +$4K +120 New
ME
692
McIlrath & Eck
Washington
$3K -$3.82K -93 -56%
BWL
693
Bogart Wealth LLC
Virginia
$3K
CFD
694
Creative Financial Designs
Indiana
$2K
SJIM
695
St. Johns Investment Management
Florida
$2K
SC
696
Schubert & Co
Texas
$2K +$2K +68 New
TC
697
Truvestments Capital
Florida
$2K +$2K +69 New
Jones Financial Companies
698
Jones Financial Companies
Missouri
$1K -$1.05K -23 -51%
EW
699
Evoke Wealth
California
$1K -$25 -1 -2%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K