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Brookfield Asset Management

522 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
326
Evercore Wealth Management
New York
$263K
HSBC Holdings
327
HSBC Holdings
United Kingdom
$263K -$16.3M -426,937 -98%
NFA
328
Northwest Financial Advisors
Virginia
$261K -$5.48K -144 -2%
CI
329
Cigna Investments
Connecticut
$257K
RDIA
330
RE Dickinson Investment Advisors
Iowa
$257K
S
331
SimplyRich
California
$252K +$28.8K +760 +13%
LIC
332
Laurus Investment Counsel
Canada
$251K
IWC
333
Integrated Wealth Concepts
Massachusetts
$251K +$1.1K +29 +0.4%
Walleye Trading
334
Walleye Trading
New York
$249K +$249K +6,554 New
PCP
335
Proficio Capital Partners
Massachusetts
$248K +$248K +6,519 New
YCM
336
Yousif Capital Management
Michigan
$247K -$16K -420 -6%
FIA
337
Foundations Investment Advisors
Arizona
$241K +$4.79K +126 +2%
PSP
338
Principal Street Partners
Tennessee
$240K
XT
339
XTX Topco
Cayman Islands
$240K +$240K +6,295 New
CL
340
Choreo LLC
Illinois
$239K +$239K +6,375 New
NS
341
NBC Securities
Alabama
$238K +$4.67K +123 +2%
PGAM
342
Princeton Global Asset Management
New Jersey
$234K
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$232K +$232K +6,101 New
FT
344
Fiduciary Trust
Massachusetts
$228K -$26.6K -700 -10%
TC
345
Torno Capital
Massachusetts
$228K +$228K +6,000 New
NIM
346
Nexus Investment Management
Ontario, Canada
$227K +$1.14K +30 +0.5%
PIA
347
Powell Investment Advisors
Florida
$227K
Wolverine Trading
348
Wolverine Trading
Illinois
$225K +$225K +5,925 New
WI
349
Wintrust Investments
Illinois
$223K
MIM
350
Moseley Investment Management
Florida
$221K