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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$449K -$8.07K -192 -2%
BCA
277
Bray Capital Advisors
Florida
$434K
LIM
278
Leavell Investment Management
Alabama
$414K
HWA
279
Heritage Wealth Advisors
Virginia
$414K -$42K -1,000 -9%
JHCP
280
Jackson Hole Capital Partners
Oklahoma
$411K
DWM
281
Dorchester Wealth Management
Quebec, Canada
$400K -$22K -524 -5%
TI
282
Trexquant Investment
Connecticut
$396K -$86.6K -2,061 -18%
CCP
283
Carmel Capital Partners
California
$396K +$3.11K +74 +0.8%
JFL
284
Jarislowsky, Fraser Ltd
Quebec, Canada
$388K -$195K -4,633 -33%
AAM
285
Advisors Asset Management
Colorado
$378K +$70.6K +1,681 +23%
CIA
286
Choate Investment Advisors
Massachusetts
$374K +$12K +285 +3%
RJT
287
Raymond James Trust
Florida
$373K -$4.03K -96 -1%
Wealth Enhancement Advisory Services
288
Wealth Enhancement Advisory Services
Minnesota
$370K +$147K +3,501 +66%
MC
289
Moors & Cabot
Massachusetts
$362K +$10.5K +250 +3%
SDWMA
290
Schneider Downs Wealth Management Advisors
Pennsylvania
$359K +$20.3K +483 +6%
UCFA
291
United Capital Financial Advisors
Texas
$358K -$398K -9,480 -53%
PWA
292
Provenance Wealth Advisors
Florida
$357K +$10.8K +257 +3%
RCM
293
Radnor Capital Management
Pennsylvania
$356K -$18.9K -449 -5%
BBHC
294
Brown Brothers Harriman & Co
New York
$354K -$2.86K -68 -0.8%
PA
295
Procyon Advisors
Connecticut
$345K -$3.07K -73 -0.9%
IIM
296
INTECH Investment Management
Florida
$340K +$340K +8,089 New
EHC
297
Everett Harris & Co
California
$339K +$30.5K +725 +10%
ATC
298
Argent Trust Co
Tennessee
$324K +$22.4K +533 +7%
BFEC
299
Benjamin F. Edwards & Company
Missouri
$316K +$105K +2,505 +50%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$315K -$8.99K -214 -3%