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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 %
RG
201
Rathbones Group
United Kingdom
$4.4M -$539K -15,983 -11%
KMC
202
Kirr Marbach & Co
Indiana
$4.32M -$35.9K -1,066 -0.8%
William Blair & Company
203
William Blair & Company
Illinois
$4.32M -$416K -12,351 -9%
PIC
204
PCJ Investment Counsel
Ontario, Canada
$4.27M -$460K -13,670 -10%
TYCC
205
Texas Yale Capital Corp
Florida
$4.15M +$125K +3,717 +3%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$4.1M -$119K -3,528 -3%
SSB
207
Sandy Spring Bank
Maryland
$4.09M -$165K -4,910 -4%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$4.02M -$697K -20,701 -15%
DR
209
Davis Rea
Ontario, Canada
$3.98M -$240K -7,120 -6%
CP
210
CenterBook Partners
Connecticut
$3.76M +$213K +6,324 +6%
Kovitz Investment Group Partners
211
Kovitz Investment Group Partners
Illinois
$3.64M -$1.39M -41,329 -28%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3.63M -$99K -2,943 -3%
Luther King Capital Management (LKCM)
213
Luther King Capital Management (LKCM)
Texas
$3.61M +$411K +12,219 +13%
PFP
214
Pinnacle Financial Partners
Tennessee
$3.59M +$35.6K +1,056 +1%
KJHP
215
K.J. Harrison & Partners
Ontario, Canada
$3.58M -$89.4K -2,665 -2%
AllianceBernstein
216
AllianceBernstein
Tennessee
$3.53M -$212K -6,306 -6%
MGIA
217
Moneta Group Investment Advisors
Missouri
$3.46M -$1.11M -24,982 -24%
RG
218
Retirement Group
California
$3.45M +$47.8K +1,431 +1%
SG Americas Securities
219
SG Americas Securities
New York
$3.36M +$3.36M +99,950 New
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$3.31M +$103K +3,049 +3%
SWM
221
Salvus Wealth Management
New Jersey
$3.3M +$42.6K +1,265 +1%
Man Group
222
Man Group
United Kingdom
$3.28M +$3.28M +97,454 New
SF
223
Synovus Financial
Georgia
$3.18M -$102K -3,040 -3%
JAM
224
JCIC Asset Management
Ontario, Canada
$2.98M -$54.3K -1,613 -2%
CANC
225
Culbertson A N & Co
Virginia
$2.9M +$71.7K +2,130 +3%