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Brookfield Asset Management

522 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
351
Advisors Capital Management
New Jersey
$220K -$216K -5,671 -50%
LM
352
Lincluden Management
Ontario, Canada
$220K
HWM
353
HB Wealth Management
Georgia
$219K +$219K +5,758 New
CSIC
354
Clifford Swan Investment Counsel
California
$219K
DAS
355
Diversify Advisory Services
Utah
$216K -$295K -7,785 -58%
SC
356
Searle & Co
Connecticut
$216K
Squarepoint
357
Squarepoint
New York
$216K +$216K +5,664 New
HWM
358
Hemington Wealth Management
Virginia
$215K +$15.6K +410 +8%
YMRC
359
Yorktown Management & Research Company
Virginia
$214K +$214K +5,637 New
Prudential Financial
360
Prudential Financial
New Jersey
$214K -$56.1K -1,475 -21%
BONST
361
Bank of Nova Scotia Trust
Ontario, Canada
$213K -$22.6K -595 -10%
KeyBank National Association
362
KeyBank National Association
Ohio
$211K +$14.8K +389 +8%
P
363
&Partners
Tennessee
$208K +$208K +5,478 New
JFL
364
Jarislowsky, Fraser Ltd
Quebec, Canada
$208K -$143K -3,756 -41%
GT
365
Glenmede Trust
Pennsylvania
$208K +$208K +5,466 New
MLA
366
My Legacy Advisors
Oregon
$207K +$207K +5,445 New
OPS
367
Orion Portfolio Solutions
Nebraska
$206K +$13.5K +355 +7%
BCI
368
Brinker Capital Investments
Pennsylvania
$206K +$13.5K +355 +7%
GC
369
Gilbert & Cook
Iowa
$205K -$25.9K -681 -11%
BRWA
370
B. Riley Wealth Advisors
Florida
$201K +$201K +5,276 New
TRSOTSOK
371
Teachers Retirement System of the State of Kentucky
Kentucky
$201K +$201K +5,269 New
TRCT
372
Tower Research Capital (TRC)
New York
$188K -$4.57K -120 -2%
WTA
373
Washington Trust Advisors
Massachusetts
$175K
VWM
374
Venturi Wealth Management
Texas
$153K +$86.5K +2,272 +131%
BC
375
Belmont Capital
California
$149K +$149K +3,918 New