BAM icon

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 %
STA
301
Summit Trail Advisors
New York
$239K
Bessemer Group
302
Bessemer Group
New Jersey
$238K -$39.5K -1,188 -14%
IWC
303
Integrated Wealth Concepts
Massachusetts
$237K +$25.3K +758 +12%
AAM
304
Advisors Asset Management
Colorado
$237K +$54K +1,621 +30%
EWM
305
Evercore Wealth Management
New York
$231K
YCM
306
Yousif Capital Management
Michigan
$230K
LIM
307
Leavell Investment Management
Alabama
$229K -$28.3K -846 -11%
Prudential Financial
308
Prudential Financial
New Jersey
$228K -$19.9K -597 -8%
CI
309
Cigna Investments
Connecticut
$226K
DFG
310
Demars Financial Group
Washington
$222K +$222K +6,660 New
FIA
311
Foundations Investment Advisors
Arizona
$220K +$220K +6,591 New
Wealth Enhancement Advisory Services
312
Wealth Enhancement Advisory Services
Minnesota
$220K +$220K +6,574 New
PCM
313
Parsons Capital Management
Rhode Island
$218K
LIC
314
Laurus Investment Counsel
Canada
$217K +$217K +4,827 New
SCA
315
Snowden Capital Advisors
New York
$216K -$39.4K -1,176 -15%
RJT
316
Raymond James Trust
Florida
$213K +$213K +6,402 New
FHB
317
First Hawaiian Bank
Hawaii
$213K -$333 -10 -0.2%
MCC
318
Malaga Cove Capital
California
$209K -$1.5K -45 -0.7%
GC
319
Gilbert & Cook
Iowa
$209K +$209K +6,257 New
FT
320
Fiduciary Trust
Massachusetts
$207K +$207K +6,217 New
PGAM
321
Princeton Global Asset Management
New Jersey
$205K
CIM
322
Confluence Investment Management
Missouri
$205K +$205K +6,154 New
VAG
323
VisionPoint Advisory Group
Texas
$195K +$3.37K +101 +2%
NS
324
NBC Securities
Alabama
$195K +$195K +5,862 New
RDIA
325
RE Dickinson Investment Advisors
Iowa
$181K +$14.2K +425 +8%