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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 %
CT
251
Colonial Trust
South Carolina
$517K +$374K +11,433 +262%
V
252
Veritable
Delaware
$509K -$49.7K -1,520 -9%
TPCM
253
Templeton & Phillips Capital Management
Tennessee
$504K
MWM
254
Mascoma Wealth Management
New Hampshire
$503K -$2.52K -75 -0.5%
HA
255
Herold Advisors
New York
$485K -$131 -4 -0%
FHC
256
First Heartland Consultants
Missouri
$478K +$478K +14,619 New
WT
257
Whittier Trust
California
$477K +$151K +4,612 +46%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$469K +$469K +14,344 New
GWM
259
Guardian Wealth Management
Illinois
$463K +$9.46K +289 +2%
SMI
260
Shelter Mutual Insurance
Missouri
$462K -$459K -14,033 -50%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$453K -$332K -10,127 -42%
EAM
262
Eschler Asset Management
United Kingdom
$437K +$437K +13,364 New
Man Group
263
Man Group
United Kingdom
$434K
HI
264
Hendershot Investments
Virginia
$422K -$68.2K -2,084 -14%
THWM
265
Taylor Hoffman Wealth Management
Virginia
$416K -$10.5K -320 -2%
FHB
266
First Hawaiian Bank
Hawaii
$413K +$413K +12,632 New
FFH
267
Fairfax Financial Holdings
Ontario, Canada
$412K
NIM
268
Needham Investment Management
New York
$411K
MGP
269
Metis Global Partners
California
$402K +$34.9K +1,064 +9%
KIA
270
Kraematon Investment Advisors
Massachusetts
$391K +$315K +9,618 +412%
AIM
271
Allen Investment Management
New York
$385K
QCM
272
Quantinno Capital Management
New York
$384K +$36.4K +1,111 +10%
PP
273
Pacifica Partners
Canada
$375K +$2.23K +71 +0.6%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$370K +$54K +1,650 +17%
US Bancorp
275
US Bancorp
Minnesota
$370K +$29.2K +893 +9%