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Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$1.2M -$218K -4,613 -15%
WT
227
Whittier Trust
California
$1.19M +$60.4K +1,277 +5%
M&T Bank
228
M&T Bank
New York
$1.17M -$9.93K -210 -0.8%
XT
229
XTX Topco
Cayman Islands
$1.16M +$865K +18,289 +291%
AllianceBernstein
230
AllianceBernstein
Tennessee
$1.14M -$2.48M -52,437 -68%
AA
231
Ancora Advisors
Ohio
$1.13M +$20.3K +429 +2%
LC
232
Lincoln Capital
Nebraska
$1.13M -$9.55K -202 -0.8%
BFC
233
Blue Fin Capital
Rhode Island
$1.13M +$7.8K +165 +0.7%
SA
234
Sanctuary Advisors
Indiana
$1.12M -$43.6K -786 -4%
KPF
235
K2 Principal Fund
Ontario, Canada
$1.09M +$1.09M +17,096 New
SSB
236
Sandy Spring Bank
Maryland
$1.08M -$130K -2,757 -11%
VPIM
237
Vanguard Personalized Indexing Management
California
$1.03M +$180K +3,801 +21%
WW
238
Waterfront Wealth
Kansas
$1.01M
SI
239
Sprott Inc
Ontario, Canada
$1.01M +$2.98K +63 +0.3%
CGH
240
Crossmark Global Holdings
Texas
$967K -$427K -9,030 -31%
CWG
241
C WorldWide Group
Denmark
$934K
CWM
242
Chemistry Wealth Management
New York
$929K -$196K -4,141 -17%
William Blair & Company
243
William Blair & Company
Illinois
$914K -$11.8K -249 -1%
PAS
244
Park Avenue Securities
New York
$896K -$12.8K -270 -1%
Mitsubishi UFJ Trust & Banking
245
Mitsubishi UFJ Trust & Banking
Japan
$889K -$2.32M -49,160 -72%
QOP
246
Quinn Opportunity Partners
Virginia
$846K
WJWM
247
Williams Jones Wealth Management
New York
$830K +$53.3K +1,128 +7%
MML Investors Services
248
MML Investors Services
Massachusetts
$828K +$56.4K +1,193 +7%
AWM
249
Apollon Wealth Management
South Carolina
$815K +$27.4K +579 +3%
ClearBridge Investments
250
ClearBridge Investments
New York
$799K -$62.9K -1,330 -7%