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Brookfield Asset Management

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
351
Moseley Investment Management
Florida
$315K
LM
352
Lincluden Management
Ontario, Canada
$313K
CSIC
353
Clifford Swan Investment Counsel
California
$312K
VWM
354
Venturi Wealth Management
Texas
$309K -$7.42K -137 -2%
HWM
355
Hemington Wealth Management
Virginia
$308K
SC
356
Searle & Co
Connecticut
$307K
YMRC
357
Yorktown Management & Research Company
Virginia
$305K
TRCT
358
Tower Research Capital (TRC)
New York
$299K -$277K -5,109 -48%
CFGS
359
Concourse Financial Group Securities
Alabama
$297K +$68.3K +1,196 +30%
MLA
360
My Legacy Advisors
Oregon
$292K +$38.3K +707 +15%
UCFA
361
United Capital Financial Advisors
Texas
$290K -$24.7K -455 -8%
HCP
362
Holt Capital Partners
Texas
$289K
BONST
363
Bank of Nova Scotia Trust
Ontario, Canada
$284K -$24.1K -444 -8%
RRA
364
Round Rock Advisors
Connecticut
$279K
SAM
365
Silvercrest Asset Management
New York
$279K
PCM
366
Parsons Capital Management
Rhode Island
$278K
GC
367
Gilbert & Cook
Iowa
$275K +$4.66K +86 +2%
NW
368
NewEdge Wealth
Pennsylvania
$273K -$208K -3,845 -43%
KeyBank National Association
369
KeyBank National Association
Ohio
$269K -$13K -239 -5%
HH
370
Hilltop Holdings
Texas
$268K +$25.2K +465 +10%
HIMC
371
Heritage Investors Management Corp
Maryland
$268K
TCA
372
Transcend Capital Advisors
New Jersey
$267K
IWM
373
IHT Wealth Management
Illinois
$267K -$23.2K -429 -8%
BRWA
374
B. Riley Wealth Advisors
Florida
$263K -$21.5K -396 -8%
XT
375
XTX Topco
Cayman Islands
$262K -$1.07M -19,744 -80%