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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 %
WPWM
676
Western Pacific Wealth Management
Illinois
$20.8K
SAM
677
Smartleaf Asset Management
Massachusetts
$18.4K +$17.7K +332 +2,767%
FGA
678
Fortis Group Advisors
New Jersey
$17.9K
CFO
679
CVA Family Office
Colorado
$17.3K
LWA
680
Lowe Wealth Advisors
Maryland
$16.6K +$16.6K +312 New
CAM
681
Costello Asset Management
Pennsylvania
$16.3K
GIA
682
GHP Investment Advisors
Colorado
$15.9K
BGAI
683
Bruce G. Allen Investments
Colorado
$15.3K
PIS
684
POM Investment Strategies
North Carolina
$15.1K +$15.1K +284 New
SS
685
Sunbelt Securities
Texas
$14.6K +$14.6K +275 New
PCMC
686
Planning Capital Management Corporation
Pennsylvania
$14.5K +$14.5K +273 New
GBT
687
Grove Bank & Trust
Florida
$14.2K +$14.2K +268 New
FMP
688
Financial Management Professionals
Texas
$14K
HBW
689
Hazlett, Burt & Watson
West Virginia
$13K +$52 +1 +0.4%
RWM
690
Reston Wealth Management
Virginia
$12.7K +$12.7K +239 New
CWA
691
Carolina Wealth Advisors
South Carolina
$12.6K +$12.6K +237 New
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$12.4K
HIA
693
Harbor Investment Advisory
Maryland
$12.3K
ACM
694
Accent Capital Management
Ohio
$12K
GWP
695
Gen-Wealth Partners
Michigan
$11.7K
JWA
696
JFS Wealth Advisors
Pennsylvania
$11.3K
CWP
697
Concord Wealth Partners
Virginia
$9.78K +$9.78K +184 New
NSIM
698
North Star Investment Management
Illinois
$8.93K
GFPC
699
Global Financial Private Client
Florida
$8.45K +$8.45K +159 New
EB
700
Eastern Bank
Massachusetts
$8.03K +$8.03K +151 New