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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
6.91%
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 %
ATC
301
Argent Trust Co
Tennessee
$288K +$288K +7,173 New
NFA
302
Northwest Financial Advisors
Virginia
$283K +$283K +7,050 New
IWC
303
Integrated Wealth Concepts
Massachusetts
$282K -$4.26K -106 -1%
STA
304
Summit Trail Advisors
New York
$281K -$6.15K -153 -2%
EWM
305
Evercore Wealth Management
New York
$278K
CCA
306
Cobblestone Capital Advisors
New York
$278K -$48.1K -1,197 -15%
BC
307
Bridgefront Capital
Texas
$278K +$278K +6,914 New
YCM
308
Yousif Capital Management
Michigan
$278K
GC
309
Gilbert & Cook
Iowa
$276K +$24.9K +620 +10%
CI
310
Cigna Investments
Connecticut
$273K
Prudential Financial
311
Prudential Financial
New Jersey
$270K -$5.1K -127 -2%
DFG
312
Demars Financial Group
Washington
$263K -$4.38K -109 -2%
PCM
313
Parsons Capital Management
Rhode Island
$263K
Cerity Partners
314
Cerity Partners
New York
$261K +$261K +6,507 New
FIA
315
Foundations Investment Advisors
Arizona
$258K -$7.21K -179 -3%
LIC
316
Laurus Investment Counsel
Canada
$257K
ASN
317
Advisory Services Network
Georgia
$256K -$96K -2,391 -27%
PGAM
318
Princeton Global Asset Management
New Jersey
$248K
Allianz Asset Management
319
Allianz Asset Management
Germany
$247K +$247K +6,122 New
NS
320
NBC Securities
Alabama
$246K +$11.1K +277 +5%
PCM
321
Penserra Capital Management
California
$244K +$244K +6,080 New
VAG
322
VisionPoint Advisory Group
Texas
$241K +$5.26K +131 +2%
PIA
323
Powell Investment Advisors
Florida
$239K +$239K +5,955 New
NIM
324
Nexus Investment Management
Ontario, Canada
$239K +$239K +5,932 New
BONST
325
Bank of Nova Scotia Trust
Ontario, Canada
$239K -$73.9K -1,839 -24%