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Brookfield Asset Management

522 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
226
Oppenheimer Asset Management
New York
$1.06M +$349K +9,175 +49%
YIH
227
Y-Intercept (HK)
Hong Kong
$1.04M -$290K -7,609 -22%
CCM
228
Copeland Capital Management
Pennsylvania
$1.03M +$908K +23,865 +733%
TCCM
229
Timber Creek Capital Management
Massachusetts
$1.03M
MGIA
230
Moneta Group Investment Advisors
Missouri
$980K -$5.31K -102 -0.5%
SSB
231
Sandy Spring Bank
Maryland
$972K +$972K +25,555 New
NB
232
NBT Bank
New York
$957K -$268K -7,051 -22%
M&T Bank
233
M&T Bank
New York
$947K -$11.6K -304 -1%
AF
234
Aviso Financial
Ontario, Canada
$932K +$932K +24,498 New
LC
235
Lincoln Capital
Nebraska
$915K -$17K -448 -2%
WT
236
Whittier Trust
California
$905K +$54.7K +1,438 +6%
CWM
237
Chemistry Wealth Management
New York
$905K -$122K -3,201 -12%
BFC
238
Blue Fin Capital
Rhode Island
$899K +$45.5K +1,196 +5%
AA
239
Ancora Advisors
Ohio
$893K +$3.01K +79 +0.3%
SA
240
Sanctuary Advisors
Indiana
$830K +$830K +20,941 New
First Trust Advisors
241
First Trust Advisors
Illinois
$826K -$5.15M -135,290 -86%
SI
242
Sprott Inc
Ontario, Canada
$811K +$99.2K +2,607 +14%
MFS
243
Mirabella Financial Services
United Kingdom
$788K +$788K +20,720 New
Cerity Partners
244
Cerity Partners
New York
$788K -$20.1K -529 -2%
Arrowstreet Capital
245
Arrowstreet Capital
Massachusetts
$776K +$776K +20,384 New
MA
246
Mutual Advisors
Nebraska
$763K -$51.5K -1,219 -6%
CWG
247
C WorldWide Group
Denmark
$752K -$762K -20,013 -50%
William Blair & Company
248
William Blair & Company
Illinois
$745K -$124K -3,254 -14%
PAS
249
Park Avenue Securities
New York
$731K +$133K +3,483 +22%
WW
250
Waterfront Wealth
Kansas
$726K -$9.28K -244 -1%