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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BONST
126
Bank of Nova Scotia Trust
Ontario, Canada
$16.7M +$926K +27,521 +6%
SIC
127
Schwartz Investment Counsel
Michigan
$16.4M -$101K -3,000 -0.6%
FFA
128
First Foundation Advisors
California
$16.4M -$4.48M -133,269 -22%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$16.2M +$16M +474,723 +8,114%
SSWM
130
Smith Salley Wealth Management
North Carolina
$16.1M -$106K -3,157 -0.7%
JHA
131
Jackson Hill Advisors
Texas
$16.1M +$993K +29,500 +7%
CCA
132
Cobblestone Capital Advisors
New York
$16M +$2.8M +83,143 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.5M +$80.8K +2,400 +0.5%
KFC
134
Klingenstein Fields & Co
New York
$15.3M +$210K +6,254 +1%
CA
135
Callahan Advisors
Texas
$15.2M +$2.39M +70,945 +19%
Aviva
136
Aviva
United Kingdom
$14.6M +$7.66M +227,331 +110%
AFIA
137
America First Investment Advisors
Nebraska
$14.1M +$272K +8,082 +2%
BCIM
138
British Columbia Investment Management
British Columbia, Canada
$13.9M -$94M -2,791,794 -87%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$13.9M -$234K -6,952 -2%
MFWM
140
Motley Fool Wealth Management
Virginia
$13.8M -$130K -3,859 -0.9%
Citigroup
141
Citigroup
New York
$13.8M +$911K +27,014 +7%
IMPI
142
Ilmarinen Mutual Pension Insurance
Finland
$13.4M
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$13.4M +$297K +8,824 +2%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M +$30.3K +900 +0.2%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$12.7M +$5.95M +176,719 +87%
HLCM
146
Hi-Line Capital Management
South Dakota
$12.1M -$1.45M -43,223 -11%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$10.7M +$192K +5,691 +2%
GCA
148
Guardian Capital Advisors
Ontario, Canada
$10.7M -$919K -28,551 -8%
MWM
149
Madison Wealth Management
Ohio
$10.4M +$180K +5,340 +2%
ECAM
150
East Coast Asset Management
Massachusetts
$10.2M -$4K -119 -0%