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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 %
TC
201
Tacita Capital
Ontario, Canada
$5.43M -$223K -5,553 -4%
PCA
202
Providence Capital Advisors
North Carolina
$5.38M -$17.9K -446 -0.3%
MAA
203
Mraz Amerine & Associates
California
$5.31M +$2.03M +50,595 +62%
LD
204
Lipe & Dalton
New York
$5.28M
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$5.21M +$5.21M +129,877 New
TYCC
206
Texas Yale Capital Corp
Florida
$4.97M +$26.9K +671 +0.5%
RL
207
Ruffer LLP
United Kingdom
$4.82M +$4.82M +120,000 New
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$4.78M +$252K +6,280 +6%
SSB
209
Sandy Spring Bank
Maryland
$4.69M -$51.2K -1,276 -1%
CIS
210
Capital International Sarl
California
$4.61M +$4.61M +114,968 New
William Blair & Company
211
William Blair & Company
Illinois
$4.55M -$512K -12,773 -10%
LFM
212
LGT Fund Management
Liechtenstein
$4.47M +$94.6K +2,355 +2%
GIM
213
Gold Investment Management
Alberta, Canada
$4.47M +$4.47M +111,496 New
RG
214
Retirement Group
California
$4.35M +$60.4K +1,504 +1%
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$4.29M -$32.9K -821 -0.8%
MBI
216
Montrusco Bolton Investments
Quebec, Canada
$4.28M -$659K -16,340 -13%
CI
217
Capital International
California
$4.22M +$4.22M +105,304 New
AllianceBernstein
218
AllianceBernstein
Tennessee
$4.22M -$30K -747 -0.7%
T. Rowe Price Associates
219
T. Rowe Price Associates
Maryland
$4.22M -$5.33M -132,911 -56%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$4.05M +$1.4K +35 +0%
SF
221
Synovus Financial
Georgia
$4.03M -$60.1K -1,497 -1%
SWM
222
Salvus Wealth Management
New Jersey
$3.91M -$511K -12,726 -12%
PFP
223
Pinnacle Financial Partners
Tennessee
$3.89M -$362K -9,009 -9%
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$3.74M +$3.74M +93,239 New
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$3.67M -$266K -6,618 -7%