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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 %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$7.61M +$7.61M +189,225 New
MCM
177
Moerus Capital Management
New York
$7.44M -$92.3K -2,300 -1%
TCCM
178
Timber Creek Capital Management
Massachusetts
$7.37M +$18.2K +454 +0.2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$7.26M +$485K +12,083 +7%
URS
180
Utah Retirement Systems
Utah
$7.15M +$24.2K +600 +0.3%
Brown Advisory
181
Brown Advisory
Maryland
$7.15M -$409K -10,191 -5%
KMC
182
Kirr Marbach & Co
Indiana
$7.15M -$94.8K -2,362 -1%
Axa
183
Axa
France
$7.05M +$261K +6,516 +4%
LI
184
Louisbourg Investments
New Brunswick, Canada
$6.99M +$6.99M +173,498 New
BZWA
185
Blue Zone Wealth Advisors
California
$6.83M -$4.86K -121 -0.1%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$6.83M -$42K -1,047 -0.6%
ACM
187
Adalta Capital Management
New York
$6.77M -$74.2K -1,850 -1%
TC
188
TownSquare Capital
Utah
$6.7M -$1.89M -47,034 -22%
EIM
189
Ervin Investment Management
Washington
$6.65M +$116K +2,893 +2%
State of New Jersey Common Pension Fund D
190
State of New Jersey Common Pension Fund D
New Jersey
$6.28M
IMPI
191
Ilmarinen Mutual Pension Insurance
Finland
$6.02M -$10M -250,000 -63%
PIC
192
PCJ Investment Counsel
Ontario, Canada
$5.98M +$1.26M +31,320 +27%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$5.71M -$1.5M -37,271 -21%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$5.69M -$22.1K -550 -0.4%
LDB
195
Lee, Danner & Bass
Tennessee
$5.61M -$1.23M -30,550 -18%
Ensign Peak Advisors
196
Ensign Peak Advisors
Utah
$5.58M
AMAL
197
Asset Management Advisors LLC
Oklahoma
$5.58M +$5.58M +138,960 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$561K +13,986 +11%
GWM
199
Graybill Wealth Management
Illinois
$5.47M +$68.8K +1,714 +1%
LSWM
200
Lorne Steinberg Wealth Management
Canada
$5.45M +$650K +16,204 +14%