BN icon

Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
126
Third Avenue Management
New York
$19.6M -$1.29M -32,078 -6%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$19.3M +$1.84M +45,958 +11%
CCA
128
Cobblestone Capital Advisors
New York
$19M +$27.4K +684 +0.1%
CA
129
Callahan Advisors
Texas
$18.9M +$261K +6,516 +1%
KFC
130
Klingenstein Fields & Co
New York
$18.8M +$103K +2,557 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.4M -$1.95M -48,501 -10%
AFIA
132
America First Investment Advisors
Nebraska
$18.2M +$626K +15,601 +4%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$17.6M +$691K +17,153 +4%
JHA
134
Jackson Hill Advisors
Texas
$16.6M -$4.57M -114,000 -22%
MFWM
135
Motley Fool Wealth Management
Virginia
$16.3M -$199K -4,970 -1%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$16.3M -$2.89M -72,110 -15%
Citigroup
137
Citigroup
New York
$15.8M -$81.5K -2,021 -0.5%
BONST
138
Bank of Nova Scotia Trust
Ontario, Canada
$15.5M -$2.22M -55,358 -13%
OCAM
139
Onex Canada Asset Management
Ontario, Canada
$14.5M -$18.2M -453,038 -56%
ECAM
140
East Coast Asset Management
Massachusetts
$13.5M +$4.45K +111 +0%
HLCM
141
Hi-Line Capital Management
South Dakota
$13.1M -$1.25M -31,036 -9%
Public Sector Pension Investment Board (PSP Investments)
142
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.6M -$2.59M -64,335 -17%
GCA
143
Guardian Capital Advisors
Ontario, Canada
$12.5M -$918K -23,280 -7%
Creative Planning
144
Creative Planning
Kansas
$12.5M +$166K +4,128 +1%
FFA
145
First Foundation Advisors
California
$12.2M -$3.96M -98,604 -24%
MMA
146
Mizuho Markets Americas
New York
$12M
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$11.8M +$200K +4,976 +2%
CPIG
148
Chicago Partners Investment Group
Illinois
$11.6M -$1.87M -46,525 -14%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$11.3M -$170K -4,233 -1%
FMI
150
Factory Mutual Insurance
Massachusetts
$11.2M +$11.2M +278,000 New