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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 %
WTA
326
Washington Trust Advisors
Massachusetts
$164K +$162K +4,857 +7,143%
UM
327
UniSuper Management
Australia
$126K
Allspring Global Investments
328
Allspring Global Investments
North Carolina
$114K
BAMF
329
BI Asset Management Fondsmaeglerselskab
Denmark
$103K
AIM
330
Anchor Investment Management
South Carolina
$100K
TCOV
331
Trust Company of Vermont
Vermont
$99.9K -$344K -10,308 -77%
IA
332
IFP Advisors
Florida
$92.3K -$3.73K -112 -4%
WAM
333
Wolverine Asset Management
Illinois
$89.1K
TRCT
334
Tower Research Capital (TRC)
New York
$81.2K -$249K -7,482 -75%
CA
335
Clearstead Advisors
Ohio
$77.4K +$38.7K +1,160 +100%
AT
336
Avalon Trust
New Mexico
$68.7K
EWA
337
EverSource Wealth Advisors
Alabama
$65.3K +$2.17K +65 +3%
FFA
338
Farther Finance Advisors
California
$65.2K -$6.94K -208 -10%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$65K +$21.2K +640 +49%
RhumbLine Advisers
340
RhumbLine Advisers
Massachusetts
$61.5K +$11K +331 +22%
LC
341
Lindbrook Capital
California
$58.9K
Mitsubishi UFJ Trust & Banking
342
Mitsubishi UFJ Trust & Banking
Japan
$58.8K +$16.7K +500 +40%
HDIM
343
Hanson & Doremus Investment Management
Vermont
$58K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$57K -$2.23K -67 -4%
BC
345
Bartlett & Co
Ohio
$57K -$2.23K -67 -4%
VWM
346
Venturi Wealth Management
Texas
$55K -$117K -3,500 -68%
HNB
347
Huntington National Bank
Ohio
$55K -$30.4K -911 -36%
FP
348
Financial Perspectives
Minnesota
$54K
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$50.2K -$38.3K -1,149 -43%
MIM
350
Meridiem Investment Management
United Kingdom
$50K