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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 %
CP
276
CenterBook Partners
Connecticut
$349K +$349K +10,651 New
GI
277
GAMCO Investors
Connecticut
$348K -$818 -25 -0.2%
BCA
278
Bray Capital Advisors
Florida
$338K
JHCP
279
Jackson Hole Capital Partners
Oklahoma
$334K -$22.5K -687 -6%
USAA
280
United Services Automobile Association
Texas
$331K +$331K +10,108 New
ASN
281
Advisory Services Network
Georgia
$324K -$90.3K -2,759 -22%
KAS
282
Kestra Advisory Services
Texas
$318K +$60K +1,834 +23%
BFS
283
Bradley Foster & Sargent
Connecticut
$315K -$1.9K -58 -0.6%
AP
284
Appleton Partners
Massachusetts
$314K -$591K -18,070 -65%
BBHC
285
Brown Brothers Harriman & Co
New York
$280K -$9.69K -296 -3%
DWM
286
Dorchester Wealth Management
Quebec, Canada
$279K -$12.3K -376 -4%
BTWM
287
Baker Tilly Wealth Management
Wisconsin
$276K -$79.2K -2,420 -22%
UIM
288
USS Investment Management
United Kingdom
$276K
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$274K +$35.2K +1,077 +15%
Simplex Trading
290
Simplex Trading
Illinois
$273K +$273K +8,350 New
CCP
291
Carmel Capital Partners
California
$269K +$269K +8,224 New
SDWMA
292
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K
API
293
Advisor Partners II
California
$259K +$259K +7,916 New
STA
294
Summit Trail Advisors
New York
$259K +$12.2K +372 +5%
SCA
295
Snowden Capital Advisors
New York
$257K +$257K +7,853 New
RCA
296
Riverview Capital Advisers
Massachusetts
$256K -$1.41K -43 -0.5%
LIM
297
Leavell Investment Management
Alabama
$252K +$252K +7,704 New
CL
298
CSS LLC
Illinois
$250K -$2.36K -72 -0.9%
HCP
299
Holt Capital Partners
Texas
$247K -$11K -337 -4%
DADC
300
D.A. Davidson & Co
Montana
$246K +$246K +7,528 New