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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 %
MMA
151
Mizuho Markets Americas
New York
$10.1M
Creative Planning
152
Creative Planning
Kansas
$9.96M -$442K -13,130 -4%
SAM
153
Silvercrest Asset Management
New York
$9.52M +$168K +4,988 +2%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$9.47M +$628K +18,674 +7%
Baillie Gifford & Co
155
Baillie Gifford & Co
United Kingdom
$9.41M +$9.41M +279,711 New
CPIG
156
Chicago Partners Investment Group
Illinois
$9.21M +$1.39M +41,476 +18%
LKIM
157
Lawson Kroeker Investment Management
Nebraska
$9.16M -$513K -15,253 -5%
TP
158
TenCore Partners
New York
$8.98M +$8.98M +266,615 New
WBC
159
Westpac Banking Corp
Australia
$8.69M -$4.93M -146,398 -36%
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$8.45M -$423K -12,577 -5%
Osaic Holdings
161
Osaic Holdings
Arizona
$8.24M +$142K +4,216 +2%
NFC
162
Northeast Financial Consultants
Connecticut
$7.9M
Mariner
163
Mariner
Kansas
$7.6M -$134K -3,970 -2%
Legal & General Group
164
Legal & General Group
United Kingdom
$7.41M +$33.7K +1,002 +0.5%
LOPW
165
Live Oak Private Wealth
North Carolina
$7.37M +$252K +7,489 +4%
TC
166
TownSquare Capital
Utah
$7.22M +$1.28M +37,908 +21%
VDBMI
167
Van Den Berg Management I
Texas
$7.2M +$436K +12,969 +6%
PI
168
Parkside Investments
Illinois
$6.94M +$554K +16,472 +9%
Truist Financial
169
Truist Financial
North Carolina
$6.93M +$81.3K +2,415 +1%
TIM
170
Timelo Investment Management
Ontario, Canada
$6.56M
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$6.51M -$76K -2,259 -1%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$6.46M +$72.3K +2,149 +1%
Brown Advisory
173
Brown Advisory
Maryland
$6.44M -$111K -3,301 -2%
ACH
174
ArrowMark Colorado Holdings
Colorado
$6.44M -$185K -5,501 -3%
MCM
175
Moerus Capital Management
New York
$6.32M