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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 %
WI
326
Wintrust Investments
Illinois
$238K +$238K +5,927 New
S
327
SimplyRich
California
$237K +$237K +5,889 New
FT
328
Fiduciary Trust
Massachusetts
$235K -$15.1K -377 -6%
MIM
329
Moseley Investment Management
Florida
$233K +$233K +5,811 New
LM
330
Lincluden Management
Ontario, Canada
$232K -$3.73M -92,875 -94%
SC
331
Searle & Co
Connecticut
$229K +$229K +5,662 New
RFC
332
Regions Financial Corp
Alabama
$228K +$228K +5,680 New
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$221K +$221K +5,498 New
DCM
334
DGS Capital Management
New Jersey
$221K +$221K +5,497 New
RDIA
335
RE Dickinson Investment Advisors
Iowa
$218K
SCA
336
Snowden Capital Advisors
New York
$218K -$42.3K -1,047 -16%
KeyBank National Association
337
KeyBank National Association
Ohio
$217K +$217K +5,412 New
HCP
338
Holt Capital Partners
Texas
$214K +$214K +5,327 New
Wealth Enhancement Advisory Services
339
Wealth Enhancement Advisory Services
Minnesota
$214K -$50.7K -1,261 -19%
HWM
340
Hemington Wealth Management
Virginia
$211K +$211K +5,254 New
HBCM
341
Heron Bay Capital Management
Michigan
$208K +$208K +5,180 New
SAM
342
Silvercrest Asset Management
New York
$207K +$207K +5,147 New
Verition Fund Management
343
Verition Fund Management
Connecticut
$206K -$359K -8,932 -64%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$202K +$202K +5,000 New
OPS
345
Orion Portfolio Solutions
Nebraska
$200K +$200K +5,159 New
BCI
346
Brinker Capital Investments
Pennsylvania
$200K +$200K +5,159 New
WTA
347
Washington Trust Advisors
Massachusetts
$195K -$2.73K -68 -1%
UM
348
UniSuper Management
Australia
$149K
EWA
349
EverSource Wealth Advisors
Alabama
$148K +$69.1K +1,720 +88%
Allspring Global Investments
350
Allspring Global Investments
North Carolina
$137K