We are live on ! Find out more
BAM icon

Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
276
Gateway Investment Advisers
Ohio
$591K
TGAM
277
TBH Global Asset Management
Tennessee
$588K +$42 +1 +0%
CLA
278
Carnegie Lake Advisors
New Jersey
$582K +$515K +12,301 New
SCM
279
Sterling Capital Management
North Carolina
$581K +$515K +12,280 New
AIM
280
Allen Investment Management
New York
$556K
PP
281
Pacifica Partners
Canada
$548K -$5.24K -125 -1%
UM
282
UniSuper Management
Australia
$543K
P
283
&Partners
Tennessee
$534K +$244K +5,817 +106%
MGP
284
Metis Global Partners
California
$515K -$26.9K -643 -6%
TPM
285
Triasima Portfolio Management
Quebec, Canada
$512K -$22.8M -544,700 -98%
KIA
286
Kraematon Investment Advisors
Massachusetts
$507K -$18K -430 -4%
SWM
287
Salvus Wealth Management
New Jersey
$504K -$1.17K -28 -0.3%
TRCT
288
Tower Research Capital (TRC)
New York
$502K +$238K +5,676 +115%
MA
289
Mutual Advisors
Nebraska
$499K -$359K -8,578 -47%
LIM
290
Leavell Investment Management
Alabama
$497K -$21.1K -504 -5%
Allianz Asset Management
291
Allianz Asset Management
Germany
$494K +$37.6K +897 +9%
AWM
292
Avior Wealth Management
Nebraska
$489K +$419K +10,000 +2,857%
Dimensional Fund Advisors
293
Dimensional Fund Advisors
Texas
$488K -$46M -1,097,689 -99%
AG
294
Ascent Group
Virginia
$480K -$20.9K -499 -5%
JHCP
295
Jackson Hole Capital Partners
Oklahoma
$468K +$15.3K +365 +4%
HWA
296
Heritage Wealth Advisors
Virginia
$466K +$168 +4 +0%
AAM
297
Advisors Asset Management
Colorado
$465K -$1.55K -37 -0.4%
CCP
298
Carmel Capital Partners
California
$465K -$2.01K -48 -0.5%
MCC
299
Malaga Cove Capital
California
$460K -$29.3K -700 -7%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$437K