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Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
351
Searle & Co
Connecticut
$268K
NIM
352
Nexus Investment Management
Ontario, Canada
$267K -$15.6K -330 -6%
YMRC
353
Yorktown Management & Research Company
Virginia
$267K
GCM
354
Greenland Capital Management
New York
$261K +$261K +5,513 New
IWM
355
IHT Wealth Management
Illinois
$256K +$256K +5,355 New
HCP
356
Holt Capital Partners
Texas
$252K +$252K +5,327 New
HW
357
Hancock Whitney
Mississippi
$252K +$252K +5,319 New
CIA
358
Compass Ion Advisors
Pennsylvania
$251K +$251K +5,304 New
BRWA
359
B. Riley Wealth Advisors
Florida
$248K -$1.37K -29 -0.5%
KeyBank National Association
360
KeyBank National Association
Ohio
$246K -$16.4K -347 -6%
CL
361
Choreo LLC
Illinois
$244K -$59.6K -1,252 -20%
RRA
362
Round Rock Advisors
Connecticut
$244K +$244K +5,153 New
SAM
363
Silvercrest Asset Management
New York
$243K +$243K +5,147 New
PCM
364
Parsons Capital Management
Rhode Island
$242K +$242K +5,122 New
SSA
365
Schonfeld Strategic Advisors
New York
$241K +$241K +5,102 New
PSP
366
Principal Street Partners
Tennessee
$240K
GC
367
Gilbert & Cook
Iowa
$236K -$19.3K -409 -8%
HIMC
368
Heritage Investors Management Corp
Maryland
$234K +$234K +4,948 New
TCA
369
Transcend Capital Advisors
New Jersey
$233K +$233K +4,932 New
GT
370
Glenmede Trust
Pennsylvania
$232K -$26.4K -559 -10%
RWM
371
Ritholtz Wealth Management
New York
$232K +$232K +4,900 New
KPWS
372
Kestra Private Wealth Services
Texas
$222K +$222K +4,688 New
MLA
373
My Legacy Advisors
Oregon
$221K -$36.2K -765 -14%
BCI
374
Brinker Capital Investments
Pennsylvania
$221K -$34.9K -737 -14%
OPS
375
Orion Portfolio Solutions
Nebraska
$221K -$34.9K -737 -14%