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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
351
NewEdge Wealth
Pennsylvania
$202K +$202K +5,238 New
SSG
352
Summit Securities Group
New York
$194K +$194K +4,611 New
WTA
353
Washington Trust Advisors
Massachusetts
$194K -$10.5K -250 -5%
SOW
354
State of Wyoming
Wyoming
$168K +$60.7K +1,444 +57%
Allspring Global Investments
355
Allspring Global Investments
North Carolina
$143K -$672 -16 -0.5%
EWA
356
EverSource Wealth Advisors
Alabama
$137K -$3.36K -88 -2%
SG Americas Securities
357
SG Americas Securities
New York
$137K +$137K +3,264 New
CCM
358
Copeland Capital Management
Pennsylvania
$137K +$137K +3,257 New
VAG
359
VisionPoint Advisory Group
Texas
$131K -$121K -2,868 -48%
BAMF
360
BI Asset Management Fondsmaeglerselskab
Denmark
$129K
AIM
361
Anchor Investment Management
South Carolina
$122K -$2.1K -50 -2%
HNB
362
Huntington National Bank
Ohio
$120K +$54.4K +1,295 +84%
WAM
363
Wolverine Asset Management
Illinois
$112K
GA
364
GoalVest Advisory
New York
$100K +$100K +2,380 New
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$92K +$5.44K +129 +6%
AT
366
Avalon Trust
New Mexico
$86.6K
UB
367
UMB Bank
Missouri
$81.3K +$35.8K +853 +79%
DZ Bank
368
DZ Bank
Germany
$80.9K
CFGS
369
Concourse Financial Group Securities
Alabama
$77.8K +$57K +1,356 +275%
RhumbLine Advisers
370
RhumbLine Advisers
Massachusetts
$76.3K -$1.22K -29 -2%
FFA
371
Farther Finance Advisors
California
$75.7K -$5.28K -126 -7%
LC
372
Lindbrook Capital
California
$74.2K
VWM
373
Venturi Wealth Management
Texas
$73.1K +$3.74K +89 +5%
HDIM
374
Hanson & Doremus Investment Management
Vermont
$73K
BCWM
375
Bartlett & Co Wealth Management
Ohio
$71.9K