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Brookfield Asset Management

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
II
226
Inspire Investing
Idaho
$783K +$783K +19,493 New
MVIP
227
Mar Vista Investment Partners
California
$770K +$134K +3,329 +21%
PFP
228
Pinnacle Financial Partners
Tennessee
$729K -$186K -4,622 -20%
UCFA
229
United Capital Financial Advisors
Texas
$723K -$3.56M -88,724 -83%
QOP
230
Quinn Opportunity Partners
Virginia
$719K
KJHP
231
K.J. Harrison & Partners
Ontario, Canada
$718K -$1.25K -31 -0.2%
William Blair & Company
232
William Blair & Company
Illinois
$713K -$149K -3,716 -17%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$693K -$5.34K -133 -0.8%
AWM
234
Apollon Wealth Management
South Carolina
$683K +$683K +16,994 New
WJWM
235
Williams Jones Wealth Management
New York
$682K -$40 -1 -0%
GF
236
Gabelli Funds
New York
$667K -$70.3K -1,750 -10%
SAM
237
Shell Asset Management
Netherlands
$644K -$164K -4,077 -20%
CANC
238
Culbertson A N & Co
Virginia
$643K -$31.5K -783 -5%
GCM
239
GoodHaven Capital Management
New Jersey
$632K -$6.07K -151 -1%
FDP
240
Financiere des Professionnels
Quebec, Canada
$622K -$126K -3,143 -17%
SCM
241
SOL Capital Management
Maryland
$618K -$93.1K -2,319 -13%
BWP
242
Balboa Wealth Partners
Arizona
$615K +$254K +6,325 +70%
Fiera Capital (Canada)
243
Fiera Capital (Canada)
Quebec, Canada
$614K -$3.56M -88,393 -85%
ClearBridge Investments
244
ClearBridge Investments
New York
$608K +$608K +15,144 New
HA
245
Herold Advisors
New York
$598K
CIM
246
Confluence Investment Management
Missouri
$580K +$332K +8,275 +134%
VOYA Investment Management
247
VOYA Investment Management
Georgia
$568K -$50.7K -1,255 -8%
CSS
248
Cubist Systematic Strategies
Connecticut
$565K +$565K +14,071 New
LTI
249
Laffer Tengler Investments
Tennessee
$561K +$57K +1,418 +11%
JFL
250
Jarislowsky, Fraser Ltd
Quebec, Canada
$560K -$190K -4,719 -25%