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Brookfield Asset Management

456 hedge funds and large institutions have $8.34B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+18
Holders Change %
+4.11%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
151
Closed
60
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
226
Heritage Wealth Advisors
Virginia
$628K -$5.32M -162,697 -89%
RFC
227
Regions Financial Corp
Alabama
$623K +$623K +19,051 New
TCOV
228
Trust Company of Vermont
Vermont
$617K -$234K -7,158 -28%
PAG
229
Private Advisor Group
New Jersey
$614K +$614K +18,753 New
AA
230
Ancora Advisors
Ohio
$613K +$50.4K +1,540 +9%
KJHP
231
K.J. Harrison & Partners
Ontario, Canada
$608K
GF
232
Gabelli Funds
New York
$600K
N
233
Natixis
France
$599K +$193K +5,886 +47%
Citigroup
234
Citigroup
New York
$596K -$2.58M -78,803 -81%
RCM
235
Radnor Capital Management
Pennsylvania
$589K +$16.1K +491 +3%
CW
236
CreativeOne Wealth
Kansas
$576K +$576K +17,619 New
OAM
237
Oppenheimer Asset Management
New York
$573K +$34.6K +1,056 +6%
CP
238
Cumberland Partners
Ontario, Canada
$572K +$7.79K +238 +1%
AGA
239
Accuvest Global Advisors
Utah
$569K +$569K +17,404 New
RA
240
Rational Advisors
New York
$566K +$566K +17,300 New
SCM
241
SOL Capital Management
Maryland
$565K +$69K +2,108 +14%
Barclays
242
Barclays
United Kingdom
$556K +$247K +7,554 +80%
RC
243
Roundview Capital
New Jersey
$549K +$16K +488 +3%
Two Sigma Advisers
244
Two Sigma Advisers
New York
$540K +$540K +16,500 New
AUB
245
Atlantic Union Bankshares
Virginia
$530K +$530K +16,211 New
MOS
246
MGO One Seven
Ohio
$528K +$528K +16,134 New
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$528K +$21K +641 +4%
GCM
248
GoodHaven Capital Management
New Jersey
$521K -$327 -10 -0.1%
VIA
249
Vident Investment Advisory
Georgia
$520K +$520K +15,894 New
MVIP
250
Mar Vista Investment Partners
California
$518K +$15.9K +486 +3%