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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$959K +$213K +5,076 +29%
BFC
227
Blue Fin Capital
Rhode Island
$943K +$20.5K +487 +2%
WT
228
Whittier Trust
California
$939K +$71.9K +1,710 +8%
SSA
229
Schonfeld Strategic Advisors
New York
$923K +$923K +21,964 New
CSS
230
Cubist Systematic Strategies
Connecticut
$907K +$315K +7,507 +53%
Cerity Partners
231
Cerity Partners
New York
$892K +$618K +14,720 +226%
WCM Investment Management
232
WCM Investment Management
California
$846K -$51.3K -1,220 -6%
MA
233
Mutual Advisors
Nebraska
$811K -$34.1K -812 -4%
MVIP
234
Mar Vista Investment Partners
California
$805K
SCM
235
SOL Capital Management
Maryland
$799K +$153K +3,638 +24%
OAM
236
Oppenheimer Asset Management
New York
$788K -$172K -4,086 -18%
SI
237
Sprott Inc
Ontario, Canada
$786K +$786K +18,715 New
CIM
238
Confluence Investment Management
Missouri
$783K +$176K +4,199 +29%
MML Investors Services
239
MML Investors Services
Massachusetts
$757K +$316K +7,530 +72%
WW
240
Waterfront Wealth
Kansas
$752K -$15.4K -395 -2%
QOP
241
Quinn Opportunity Partners
Virginia
$752K
Barclays
242
Barclays
United Kingdom
$752K -$828K -19,711 -52%
KJHP
243
K.J. Harrison & Partners
Ontario, Canada
$741K -$9.11K -217 -1%
PFP
244
Pinnacle Financial Partners
Tennessee
$734K -$27.4K -651 -4%
ClearBridge Investments
245
ClearBridge Investments
New York
$729K +$92.4K +2,198 +15%
WJWM
246
Williams Jones Wealth Management
New York
$713K +$336 +8 +0%
IMCOOI
247
Investment Management Corp of Ontario (IMCO)
Canada
$696K -$571K -13,600 -45%
AWM
248
Apollon Wealth Management
South Carolina
$691K -$22.9K -544 -3%
PAS
249
Park Avenue Securities
New York
$661K +$192K +4,572 +41%
GCM
250
GoodHaven Capital Management
New Jersey
$661K