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Brookfield Asset Management

456 hedge funds and large institutions have $8.34B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+18
Holders Change %
+4.11%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
151
Closed
60
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
351
Harbour Investments
Wisconsin
$30.9K
CA
352
Clearstead Advisors
Ohio
$29.2K -$37.3K -1,141 -56%
POIA
353
Pin Oak Investment Advisors
Texas
$29K
Acadian Asset Management
354
Acadian Asset Management
Massachusetts
$28K -$17.4K -544 -38%
TSW
355
Thompson Siegel & Walmsley
Virginia
$28K
GWS
356
Glassman Wealth Services
Virginia
$26.5K -$3.37K -103 -11%
Bessemer Group
357
Bessemer Group
New Jersey
$26K -$70.8K -2,147 -73%
S
358
SignatureFD
Georgia
$24.9K +$18.5K +566 +289%
AAS
359
Ameritas Advisory Services
Nebraska
$20.9K +$20.9K +639 New
GRP
360
Global Retirement Partners
California
$19.5K +$18.3K +566 +1,617%
QCG
361
Quadrant Capital Group
Ohio
$18.3K +$15.7K +481 +609%
NA
362
NewEdge Advisors
Louisiana
$17.4K -$13.7K -420 -44%
CFGS
363
Concourse Financial Group Securities
Alabama
$16.8K +$98 +3 +0.6%
SC
364
SouthState Corp
Florida
$16.3K -$1.64K -50 -9%
TWM
365
Tradition Wealth Management
Minnesota
$16K
WT
366
Washington Trust
Rhode Island
$15.2K +$65 +2 +0.4%
TWA
367
TCI Wealth Advisors
Arizona
$15K
QC
368
Quent Capital
New York
$14.6K +$14.6K +454 New
MIA
369
Milestone Investment Advisors
Wisconsin
$13.2K +$13.2K +402 New
CB
370
Community Bank
New York
$12.5K
MHR
371
Matthew Hamilton Rosenberg
$12.4K +$12.4K +378 New
PTC
372
Private Trust Company
Ohio
$12.3K -$2.32K -71 -16%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$12.3K -$589 -18 -5%
BWM
374
Baystate Wealth Management
Massachusetts
$10.7K +$10.7K +326 New
CCA
375
Column Capital Advisors
Indiana
$9.65K