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Brookfield Asset Management

449 hedge funds and large institutions have $8.57B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
136
Reduced
162
Closed
59
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
351
UMB Bank
Missouri
$35.3K
AA
352
Addison Advisors
Vermont
$34.4K
HI
353
Harbour Investments
Wisconsin
$30.8K
GIS
354
Grayhawk Investment Strategies
Alberta, Canada
$30.4K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$29.9K -$4.5K -138 -13%
POIA
356
Pin Oak Investment Advisors
Texas
$29K
Acadian Asset Management
357
Acadian Asset Management
Massachusetts
$28K
TSW
358
Thompson Siegel & Walmsley
Virginia
$28K
GWS
359
Glassman Wealth Services
Virginia
$27.1K +$620 +19 +2%
MFG
360
Mendota Financial Group
Wisconsin
$24.5K +$24.5K +750 New
S
361
SignatureFD
Georgia
$23.4K -$1.44K -44 -6%
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2K +$21.2K +648 New
BWA
363
BDO Wealth Advisors
Florida
$20.5K -$104K -3,190 -84%
GRP
364
Global Retirement Partners
California
$19.7K +$131 +4 +0.7%
LFASL
365
Lugano Financial Advisors SA (LFA)
Switzerland
$18.7K +$18.7K +433 New
QCG
366
Quadrant Capital Group
Ohio
$18.7K +$424 +13 +2%
NA
367
NewEdge Advisors
Louisiana
$17.4K
CFGS
368
Concourse Financial Group Securities
Alabama
$17K +$66 +2 +0.4%
WT
369
Washington Trust
Rhode Island
$15.1K -$65 -2 -0.4%
TWM
370
Tradition Wealth Management
Minnesota
$15K
QC
371
Quent Capital
New York
$14.8K
CB
372
Community Bank
New York
$12.5K
MHR
373
Matthew Hamilton Rosenberg
$12.4K +$33 +1 +0.3%
PTC
374
Private Trust Company
Ohio
$12.3K
BWM
375
Baystate Wealth Management
Massachusetts
$10.6K -$98 -3 -0.9%