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Brookfield Asset Management

445 hedge funds and large institutions have $8.77B invested in Brookfield Asset Management in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
145
Reduced
147
Closed
52
Calls
$8.44M
Puts
$46.2M
Net Calls
-$37.8M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SignatureFD
Georgia
$49.4K +$25.5K +764 +106%
HPC
352
HM Payson & Co
Maine
$43.3K
HIM
353
Hillsdale Investment Management
Ontario, Canada
$43.2K
UB
354
UMB Bank
Missouri
$36K
PTC
355
Private Trust Company
Ohio
$35.2K +$22.7K +680 +180%
AA
356
Addison Advisors
Vermont
$35.1K
CFB
357
Cullen/Frost Bankers
Texas
$35K -$98.4K -2,950 -74%
GWS
358
Glassman Wealth Services
Virginia
$34.8K +$7.1K +213 +26%
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$34.4K -$7.4K -222 -18%
HFS
360
HBC Financial Services
Washington
$33K -$6.6K -200 -17%
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$32.4K +$1.84K +55 +6%
GIS
362
Grayhawk Investment Strategies
Alberta, Canada
$31.8K
HI
363
Harbour Investments
Wisconsin
$31.3K -$167 -5 -0.5%
POIA
364
Pin Oak Investment Advisors
Texas
$30K
TSW
365
Thompson Siegel & Walmsley
Virginia
$28K
MFG
366
Mendota Financial Group
Wisconsin
$25K
GRP
367
Global Retirement Partners
California
$22.8K +$3.9K +125 +21%
PFBT
368
Parkside Financial Bank & Trust
Missouri
$22.2K +$12.8K +384 +137%
LFASL
369
Lugano Financial Advisors SA (LFA)
Switzerland
$19.6K
QCG
370
Quadrant Capital Group
Ohio
$19K -$133 -4 -0.7%
NA
371
NewEdge Advisors
Louisiana
$17.7K
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K -$4.82K -144 -22%
CFGS
373
Concourse Financial Group Securities
Alabama
$16.4K -$803 -24 -5%
TWM
374
Tradition Wealth Management
Minnesota
$16K
WT
375
Washington Trust
Rhode Island
$15.4K -$33 -1 -0.2%