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Brookfield Asset Management

445 hedge funds and large institutions have $8.77B invested in Brookfield Asset Management in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
145
Reduced
147
Closed
52
Calls
$8.44M
Puts
$46.2M
Net Calls
-$37.8M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$468K +$143K +4,294 +44%
US Bancorp
252
US Bancorp
Minnesota
$457K -$834 -25 -0.2%
TGAM
253
TBH Global Asset Management
Tennessee
$424K +$3.7K +111 +0.9%
NIM
254
Needham Investment Management
New York
$421K
LTI
255
Laffer Tengler Investments
Tennessee
$419K +$419K +12,554 New
HI
256
Hendershot Investments
Virginia
$418K -$3.87K -116 -0.9%
TPCM
257
Templeton & Phillips Capital Management
Tennessee
$417K +$198K +5,922 +90%
T. Rowe Price Associates
258
T. Rowe Price Associates
Maryland
$413K -$700 -21 -0.2%
THWM
259
Taylor Hoffman Wealth Management
Virginia
$408K -$6.9K -207 -2%
HCM
260
Highlander Capital Management
New Jersey
$408K +$408K +12,176 New
USAA
261
United Services Automobile Association
Texas
$407K +$70.5K +2,116 +21%
AIM
262
Allen Investment Management
New York
$392K
MGP
263
Metis Global Partners
California
$379K -$9.76K -293 -3%
Aviva
264
Aviva
United Kingdom
$373K -$1.91K -57 -0.5%
KIA
265
Kraematon Investment Advisors
Massachusetts
$371K -$22.1K -662 -6%
PP
266
Pacifica Partners
Canada
$369K
PAG
267
Private Advisor Group
New Jersey
$364K -$310K -9,304 -46%
HWA
268
Heritage Wealth Advisors
Virginia
$362K -$275K -8,244 -43%
VPIM
269
Vanguard Personalized Indexing Management
California
$361K +$62.4K +1,872 +21%
KACA
270
Kayne Anderson Capital Advisors
California
$350K
DWM
271
Dorchester Wealth Management
Quebec, Canada
$348K +$69.2K +2,066 +25%
BCA
272
Bray Capital Advisors
Florida
$344K
FHC
273
First Heartland Consultants
Missouri
$344K -$74K -2,211 -18%
KAS
274
Kestra Advisory Services
Texas
$341K +$32.3K +968 +10%
OC
275
Oppenheimer & Co
New York
$340K -$176K -5,265 -34%