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Brookfield

566 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 275 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
11.63%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.17%
New
54
Increased
178
Reduced
275
Closed
59
Calls
$21.3M
Puts
$59.2M
Net Calls
-$37.9M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Aviva
126
Aviva
United Kingdom
$15.2M -$401K -15,247 -3%
Truist Financial
127
Truist Financial
North Carolina
$15M +$3.01M +114,141 +25%
KS
128
Karpas Strategies
Connecticut
$14.8M -$687 -26 -0%
AFIA
129
America First Investment Advisors
Nebraska
$14.3M -$89.1K -3,373 -0.6%
KFC
130
Klingenstein Fields & Co
New York
$14M +$167K +6,330 +1%
MWM
131
Madison Wealth Management
Ohio
$13.9M -$547K -20,710 -4%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$13.7M -$1.7M -64,500 -11%
Dimensional Fund Advisors
133
Dimensional Fund Advisors
Texas
$13.7M +$1M +38,045 +8%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$13M +$1.11M +41,843 +9%
CCA
135
Cobblestone Capital Advisors
New York
$13M +$904K +34,209 +7%
CAI
136
Capital Advisors Inc
Oklahoma
$12M -$1.92M -73,651 -14%
NFC
137
Northeast Financial Consultants
Connecticut
$12M -$60.9K -2,304 -0.5%
NWM
138
Nicola Wealth Management
British Columbia, Canada
$11.7M +$3.62M +137,022 +45%
MFWM
139
Motley Fool Wealth Management
Virginia
$11.3M -$42.2K -1,597 -0.4%
OGC
140
Oak Grove Capital
New Hampshire
$11.2M +$4.15M +157,112 +59%
LM
141
Lincluden Management
Ontario, Canada
$10.4M +$1.07M +40,413 +11%
LKIM
142
Lawson Kroeker Investment Management
Nebraska
$10.2M -$30.8K -1,165 -0.3%
TF
143
TIAA FSB
Florida
$10.1M +$10.1M +383,096 New
SSWM
144
Smith Salley Wealth Management
North Carolina
$10.1M +$308K +11,660 +3%
UONDDL
145
University of Notre Dame du Lac
Indiana
$10M -$3.16M -119,667 -24%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$9.74M +$5.95M +221,184 +157%
HWA
147
Heritage Wealth Advisors
Virginia
$9.73M +$5.16M +195,446 +113%
ACI
148
AMP Capital Investors
Australia
$9.66M -$148K -5,619 -2%
RCW
149
Rheos Capital Works
Japan
$9.11M +$1.19M +44,969 +15%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$8.83M -$1.89M -71,136 -18%