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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
326
Powell Investment Advisors
Florida
$250K
KWM
327
Kingsview Wealth Management
Oregon
$250K +$250K +5,944 New
NIM
328
Nexus Investment Management
Ontario, Canada
$249K
S
329
SimplyRich
California
$248K
WI
330
Wintrust Investments
Illinois
$246K -$3.15K -75 -1%
MIM
331
Moseley Investment Management
Florida
$244K
LM
332
Lincluden Management
Ontario, Canada
$242K
CSIC
333
Clifford Swan Investment Counsel
California
$242K +$242K +5,750 New
SC
334
Searle & Co
Connecticut
$238K
SCA
335
Snowden Capital Advisors
New York
$232K +$5.38K +128 +2%
RFC
336
Regions Financial Corp
Alabama
$226K -$12.4K -296 -5%
CAM
337
Cresset Asset Management
Illinois
$224K +$224K +5,335 New
HCP
338
Holt Capital Partners
Texas
$224K
HWM
339
Hemington Wealth Management
Virginia
$221K
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$221K -$10.5K -249 -5%
HBCM
341
Heron Bay Capital Management
Michigan
$218K -$42 -1 -0%
KeyBank National Association
342
KeyBank National Association
Ohio
$217K -$10.6K -252 -5%
RRA
343
Round Rock Advisors
Connecticut
$217K +$217K +5,153 New
SAM
344
Silvercrest Asset Management
New York
$216K
TSMHT
345
Thurston Springer Miller Herd & Titak
Indiana
$214K +$214K +5,098 New
TRCT
346
Tower Research Capital (TRC)
New York
$213K +$191K +4,548 +881%
BCI
347
Brinker Capital Investments
Pennsylvania
$212K -$4.5K -107 -2%
OPS
348
Orion Portfolio Solutions
Nebraska
$212K -$4.5K -107 -2%
CA
349
Cetera Advisors
Colorado
$209K +$209K +4,964 New
HIMC
350
Heritage Investors Management Corp
Maryland
$208K +$208K +4,948 New