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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 %
CCP
276
Carmel Capital Partners
California
$335K -$91.5K -2,744 -21%
DI
277
DFPG Investments
Utah
$331K +$331K +10,705 New
TC
278
TownSquare Capital
Utah
$330K +$9.67K +290 +3%
RCM
279
Radnor Capital Management
Pennsylvania
$324K +$324K +9,713 New
SG Americas Securities
280
SG Americas Securities
New York
$322K +$322K +7,148 New
JHCP
281
Jackson Hole Capital Partners
Oklahoma
$316K -$18.8K -565 -6%
PAS
282
Park Avenue Securities
New York
$308K +$308K +9,187 New
BWP
283
Balboa Wealth Partners
Arizona
$299K +$299K +8,975 New
CIA
284
Choate Investment Advisors
Massachusetts
$292K +$292K +8,769 New
ASN
285
Advisory Services Network
Georgia
$292K +$55.4K +1,663 +23%
API
286
Advisor Partners II
California
$284K +$11.1K +333 +4%
BBHC
287
Brown Brothers Harriman & Co
New York
$282K
ALAM
288
Asahi Life Asset Management
Japan
$281K +$281K +8,380 New
MC
289
Moors & Cabot
Massachusetts
$278K +$54.6K +1,639 +24%
Squarepoint
290
Squarepoint
New York
$271K -$1.3M -39,132 -83%
CCA
291
Cobblestone Capital Advisors
New York
$271K -$259K -7,779 -49%
SDWMA
292
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K
DZ Bank
293
DZ Bank
Germany
$268K +$204K +6,115 +317%
MML Investors Services
294
MML Investors Services
Massachusetts
$263K +$263K +7,886 New
PA
295
Procyon Advisors
Connecticut
$261K +$261K +7,830 New
BONST
296
Bank of Nova Scotia Trust
Ontario, Canada
$259K -$78.3K -2,348 -23%
AAS
297
Avantax Advisory Services
Texas
$258K +$258K +7,740 New
DADC
298
D.A. Davidson & Co
Montana
$255K
EHC
299
Everett Harris & Co
California
$245K -$567 -17 -0.2%
PWA
300
Provenance Wealth Advisors
Florida
$241K +$241K +7,221 New