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Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% 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
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
326
Cigna Investments
Connecticut
$319K
Credit Agricole
327
Credit Agricole
France
$319K -$56.7K -1,200 -15%
NFA
328
Northwest Financial Advisors
Virginia
$315K -$9.65K -204 -3%
FIA
329
Foundations Investment Advisors
Arizona
$315K +$14.9K +315 +5%
LIC
330
Laurus Investment Counsel
Canada
$309K
PCP
331
Proficio Capital Partners
Massachusetts
$306K -$2.51K -53 -0.8%
HWM
332
Hemington Wealth Management
Virginia
$302K +$1.8K +34 +0.6%
NS
333
NBC Securities
Alabama
$297K +$614 +13 +0.2%
IWC
334
Integrated Wealth Concepts
Massachusetts
$296K -$14.9K -315 -5%
YCM
335
Yousif Capital Management
Michigan
$296K -$11.3K -239 -4%
S
336
SimplyRich
California
$295K -$18.4K -390 -6%
PGAM
337
Princeton Global Asset Management
New Jersey
$291K
AFG
338
Atomi Financial Group
New York
$290K +$290K +6,132 New
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$288K -$142 -3 -0%
FT
340
Fiduciary Trust
Massachusetts
$284K
Prudential Financial
341
Prudential Financial
New Jersey
$284K +$18.4K +388 +7%
PIA
342
Powell Investment Advisors
Florida
$282K
VWM
343
Venturi Wealth Management
Texas
$276K +$86.5K +1,830 +46%
MIM
344
Moseley Investment Management
Florida
$275K
UCFA
345
United Capital Financial Advisors
Texas
$275K -$59.5K -1,259 -18%
Two Sigma Advisers
346
Two Sigma Advisers
New York
$274K -$1.47M -31,000 -84%
HWM
347
HB Wealth Management
Georgia
$274K +$1.37K +29 +0.5%
LM
348
Lincluden Management
Ontario, Canada
$273K
CSIC
349
Clifford Swan Investment Counsel
California
$272K
BONST
350
Bank of Nova Scotia Trust
Ontario, Canada
$269K +$3.41K +72 +1%