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Brookfield Asset Management

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$437K +$26.2K +652 +6%
HWA
277
Heritage Wealth Advisors
Virginia
$436K
MCC
278
Malaga Cove Capital
California
$425K +$173K +4,299 +69%
MML Investors Services
279
MML Investors Services
Massachusetts
$422K +$105K +2,608 +33%
PP
280
Pacifica Partners
Canada
$417K
BCA
281
Bray Capital Advisors
Florida
$415K
DWM
282
Dorchester Wealth Management
Quebec, Canada
$404K -$13.3K -331 -3%
LIM
283
Leavell Investment Management
Alabama
$396K +$121K +3,000 +44%
JHCP
284
Jackson Hole Capital Partners
Oklahoma
$392K +$11.7K +291 +3%
VF
285
Virtu Financial
New York
$392K +$392K +9,756 New
CCP
286
Carmel Capital Partners
California
$376K -$27.6K -688 -7%
Group One Trading
287
Group One Trading
Illinois
$374K +$374K +9,318 New
RJT
288
Raymond James Trust
Florida
$361K +$104K +2,577 +40%
RCM
289
Radnor Capital Management
Pennsylvania
$359K -$31.6K -786 -8%
CIA
290
Choate Investment Advisors
Massachusetts
$346K -$6.19K -154 -2%
BBHC
291
Brown Brothers Harriman & Co
New York
$341K +$1.13K +28 +0.3%
MC
292
Moors & Cabot
Massachusetts
$336K +$1K +25 +0.3%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$335K +$335K +8,336 New
PA
294
Procyon Advisors
Connecticut
$333K +$18.5K +461 +6%
PWA
295
Provenance Wealth Advisors
Florida
$331K +$40.7K +1,012 +14%
SDWMA
296
Schneider Downs Wealth Management Advisors
Pennsylvania
$324K
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$310K -$706K -17,561 -70%
DADC
298
D.A. Davidson & Co
Montana
$307K
EHC
299
Everett Harris & Co
California
$295K
AAM
300
Advisors Asset Management
Colorado
$294K +$8.52K +212 +3%