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Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% 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
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NSEDCP
301
NJ State Employees Deferred Compensation Plan
New Jersey
$430K
PA
302
Procyon Advisors
Connecticut
$429K +$17.3K +366 +4%
MC
303
Moors & Cabot
Massachusetts
$425K +$19.9K +420 +5%
KJHP
304
K.J. Harrison & Partners
Ontario, Canada
$425K -$112K -2,200 -21%
NW
305
NewEdge Wealth
Pennsylvania
$420K +$420K +8,887 New
ET
306
Entropy Technologies
New York
$415K +$415K +8,782 New
DWM
307
Dorchester Wealth Management
Quebec, Canada
$411K -$21K -444 -5%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$402K +$7.71K +163 +2%
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K -$10.4K -219 -3%
ASN
310
Advisory Services Network
Georgia
$394K
RJT
311
Raymond James Trust
Florida
$393K -$10.8K -229 -3%
Verition Fund Management
312
Verition Fund Management
Connecticut
$391K +$391K +8,271 New
BBHC
313
Brown Brothers Harriman & Co
New York
$383K
EHC
314
Everett Harris & Co
California
$382K
BIM
315
Bridges Investment Management
Nebraska
$373K +$373K +7,879 New
PS
316
Principal Securities
Iowa
$372K -$42.6K -900 -10%
HI
317
Hendershot Investments
Virginia
$366K -$80.1K -1,694 -18%
ATC
318
Argent Trust Co
Tennessee
$355K -$14.9K -315 -4%
AAS
319
Avantax Advisory Services
Texas
$354K -$6.62K -140 -2%
RA
320
Royce & Associates
New York
$349K
STA
321
Summit Trail Advisors
New York
$339K +$7.33K +155 +2%
KA
322
Kovack Advisors
Florida
$333K +$333K +7,046 New
EWM
323
Evercore Wealth Management
New York
$327K
ACM
324
Advisors Capital Management
New Jersey
$325K +$51.4K +1,086 +19%
RDIA
325
RE Dickinson Investment Advisors
Iowa
$319K