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Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% 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
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$327K
ACM
327
Advisors Capital Management
New Jersey
$325K +$45.5K +1,086 +19%
RDIA
328
RE Dickinson Investment Advisors
Iowa
$319K
CI
329
Cigna Investments
Connecticut
$319K
Credit Agricole
330
Credit Agricole
France
$319K -$50.3K -1,200 -15%
NFA
331
Northwest Financial Advisors
Virginia
$315K -$8.55K -204 -3%
FIA
332
Foundations Investment Advisors
Arizona
$315K +$13.2K +315 +5%
LIC
333
Laurus Investment Counsel
Canada
$309K
PCP
334
Proficio Capital Partners
Massachusetts
$306K -$2.22K -53 -0.8%
HWM
335
Hemington Wealth Management
Virginia
$302K +$1.43K +34 +0.6%
NS
336
NBC Securities
Alabama
$297K +$545 +13 +0.2%
IWC
337
Integrated Wealth Concepts
Massachusetts
$296K -$13.2K -315 -5%
YCM
338
Yousif Capital Management
Michigan
$296K -$10K -239 -4%
S
339
SimplyRich
California
$295K -$16.3K -390 -6%
PGAM
340
Princeton Global Asset Management
New Jersey
$291K
AFG
341
Atomi Financial Group
New York
$290K +$257K +6,132 New
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$288K -$126 -3 -0%
FT
343
Fiduciary Trust
Massachusetts
$284K
Prudential Financial
344
Prudential Financial
New Jersey
$284K +$16.3K +388 +7%
PIA
345
Powell Investment Advisors
Florida
$282K
VWM
346
Venturi Wealth Management
Texas
$276K +$76.7K +1,830 +46%
MIM
347
Moseley Investment Management
Florida
$275K
UCFA
348
United Capital Financial Advisors
Texas
$275K -$52.8K -1,259 -18%
Two Sigma Advisers
349
Two Sigma Advisers
New York
$274K -$1.3M -31,000 -84%
HWM
350
HB Wealth Management
Georgia
$274K +$1.22K +29 +0.5%