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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LSWM
201
Lorne Steinberg Wealth Management
Canada
$5.76M +$78.2K +1,868 +1%
PCA
202
Providence Capital Advisors
North Carolina
$5.72M +$107K +2,560 +2%
ANBTV
203
American National Bank & Trust (Virginia)
Virginia
$5.72M +$5.72M +136,556 New
GWM
204
Graybill Wealth Management
Illinois
$5.69M -$19.3K -461 -0.3%
LD
205
Lipe & Dalton
New York
$5.52M +$4.48K +107 +0.1%
TC
206
Tacita Capital
Ontario, Canada
$5.45M -$196K -4,689 -3%
Osaic Holdings
207
Osaic Holdings
Arizona
$5.23M -$6.19M -147,692 -54%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$5.2M -$739K -17,648 -12%
TYCC
209
Texas Yale Capital Corp
Florida
$5.18M
CIS
210
Capital International Sarl
California
$5.17M +$353K +8,439 +7%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$5.13M +$143K +3,415 +3%
RL
212
Ruffer LLP
United Kingdom
$5.02M
TC
213
TownSquare Capital
Utah
$4.98M -$2.01M -48,065 -29%
William Blair & Company
214
William Blair & Company
Illinois
$4.78M +$35K +835 +0.7%
CI
215
Capital International
California
$4.75M +$336K +8,034 +8%
SSB
216
Sandy Spring Bank
Maryland
$4.73M -$158K -3,772 -3%
LFM
217
LGT Fund Management
Liechtenstein
$4.66M
T. Rowe Price Associates
218
T. Rowe Price Associates
Maryland
$4.59M +$185K +4,428 +4%
GIM
219
Gold Investment Management
Alberta, Canada
$4.58M -$82.2K -1,963 -2%
RG
220
Retirement Group
California
$4.58M +$39.6K +946 +0.9%
Millennium Management
221
Millennium Management
New York
$4.5M +$2.06M +49,248 +85%
AllianceBernstein
222
AllianceBernstein
Tennessee
$4.47M +$60.3K +1,440 +1%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
$4.39M -$89K -2,126 -2%
MBI
224
Montrusco Bolton Investments
Quebec, Canada
$4.36M -$86.3K -2,060 -2%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$4.33M +103,324 New