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Brookfield

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
701
Charter Oak Capital Management
New Hampshire
$7K
FMP
702
Financial Management Professionals
Texas
$7K +$2.52K +49 +56%
AAP
703
Arax Advisory Partners
Colorado
$6K
BWM
704
BerganKDV Wealth Management
Minnesota
$6K
EIP
705
Ellis Investment Partners
Pennsylvania
$6K
DWP
706
Destiny Wealth Partners
Florida
$6K
GAM
707
Gemmer Asset Management
California
$5K -$2.8K -52 -36%
CAL
708
Capital Analysts LLC
Pennsylvania
$5K
TC
709
Truvestments Capital
Florida
$5K
LCM
710
Logan Capital Management
Pennsylvania
$5K
HCM
711
Highlander Capital Management
New Jersey
$5K
BWL
712
Bogart Wealth LLC
Virginia
$4K
Jones Financial Companies
713
Jones Financial Companies
Missouri
$4K +$4K +89 New
CFD
714
Creative Financial Designs
Indiana
$3K
SJIM
715
St. Johns Investment Management
Florida
$3K
SIC
716
Salem Investment Counselors
North Carolina
$3K +$3K +64 New
PWMG
717
Prestige Wealth Management Group
New Jersey
$2K
RFA
718
Reilly Financial Advisors
California
$2K
JWA
719
JFS Wealth Advisors
Pennsylvania
$2K +$2K +35 New
LAS
720
Lloyd Advisory Services
Georgia
$2K +$2K +40 New
VRS
721
Virginia Retirement Systems
Virginia
$1.75K +$1.1K +22,513 +169%
BIA
722
Bell Investment Advisors
California
$1K -$188 -3 -16%
BFC
723
Bedel Financial Consulting
Indiana
$1K
SIS
724
Sound Income Strategies
Florida
$1K
SN
725
Sittner & Nelson
Oregon
$1K