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Brookfield Asset Management

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
251
MML Investors Services
Massachusetts
$966K +$16.6K +307 +2%
WJWM
252
Williams Jones Wealth Management
New York
$951K
AWM
253
Apollon Wealth Management
South Carolina
$933K -$325 -6 -0%
AAF
254
Andra AP-fonden
Sweden
$904K +$144K +1,851 +19%
CGH
255
Crossmark Global Holdings
Texas
$903K -$205K -3,779 -18%
DWM
256
Diversify Wealth Management
Utah
$895K +$116K +2,222 +15%
ClearBridge Investments
257
ClearBridge Investments
New York
$875K -$40.4K -745 -4%
US Bancorp
258
US Bancorp
Minnesota
$866K +$52.7K +973 +6%
GCM
259
GoodHaven Capital Management
New Jersey
$852K
GF
260
Gabelli Funds
New York
$852K
Aviva
261
Aviva
United Kingdom
$845K -$11.4K -211 -1%
BEI
262
Benjamin Edwards Inc
Missouri
$842K +$153K +2,820 +22%
MFS
263
Mirabella Financial Services
United Kingdom
$832K +$832K +15,402 New
AI
264
Atria Investments
North Carolina
$816K +$56.1K +1,035 +7%
CAWM
265
Capital Advisors Wealth Management
Washington
$769K
CC
266
Chicago Capital
Illinois
$769K
CANC
267
Culbertson A N & Co
Virginia
$764K
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$743K +$32.4K +598 +5%
P
269
&Partners
Tennessee
$731K +$114K +2,079 +18%
RWM
270
Ritholtz Wealth Management
New York
$709K +$443K +8,179 +167%
HA
271
Herold Advisors
New York
$694K
NIM
272
Needham Investment Management
New York
$681K
TGAM
273
TBH Global Asset Management
Tennessee
$674K +$54 +1 +0%
BIM
274
Bridges Investment Management
Nebraska
$674K +$247K +4,560 +58%
CLA
275
Carnegie Lake Advisors
New Jersey
$667K