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Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% 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
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
251
MML Investors Services
Massachusetts
$828K +$50K +1,193 +7%
AWM
252
Apollon Wealth Management
South Carolina
$815K +$24.3K +579 +3%
ClearBridge Investments
253
ClearBridge Investments
New York
$799K -$55.7K -1,330 -7%
IMCOOI
254
Investment Management Corp of Ontario (IMCO)
Canada
$784K -$54.5K -1,300 -7%
DWM
255
Diversify Wealth Management
Utah
$758K +$62.7K +1,497 +11%
Aviva
256
Aviva
United Kingdom
$749K -$3.65K -87 -0.5%
GCM
257
GoodHaven Capital Management
New Jersey
$744K
GF
258
Gabelli Funds
New York
$744K
CAM
259
Cresset Asset Management
Illinois
$728K +$40.6K +970 +7%
US Bancorp
260
US Bancorp
Minnesota
$710K +$30.8K +736 +5%
CAWM
261
Capital Advisors Wealth Management
Washington
$671K +$1.76K +42 +0.3%
CC
262
Chicago Capital
Illinois
$671K
CANC
263
Culbertson A N & Co
Virginia
$667K -$38.4K -917 -6%
Millennium Management
264
Millennium Management
New York
$665K -$1.05M -25,035 -64%
AI
265
Atria Investments
North Carolina
$663K -$31.2K -744 -5%
PAG
266
Private Advisor Group
New Jersey
$648K +$49K +1,169 +9%
THCM
267
Taylor Hoffman Capital Management
Virginia
$632K +$499K +11,907 New
AAF
268
Andra AP-fonden
Sweden
$623K +$408K +9,749 New
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$620K -$8.21K -196 -1%
T. Rowe Price Associates
270
T. Rowe Price Associates
Maryland
$616K -$503 -12 -0.1%
HA
271
Herold Advisors
New York
$606K -$1.93K -46 -0.4%
BEI
272
Benjamin Edwards Inc
Missouri
$602K +$533K +12,720 New
NIM
273
Needham Investment Management
New York
$595K
USAA
274
United Services Automobile Association
Texas
$592K -$76.4K -1,823 -13%
KAS
275
Kestra Advisory Services
Texas
$592K +$6.08K +145 +1%