BAM icon

Brookfield Asset Management

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
376
Private Trust Company
Ohio
$42.5K
AA
377
Addison Advisors
Vermont
$42.3K
HFS
378
HBC Financial Services
Washington
$40K
HI
379
Harbour Investments
Wisconsin
$37.7K
GIS
380
Grayhawk Investment Strategies
Alberta, Canada
$37.4K
POIA
381
Pin Oak Investment Advisors
Texas
$36K
MFG
382
Mendota Financial Group
Wisconsin
$34.9K +$4.82K +120 +16%
RIM
383
Rakuten Investment Management
Japan
$34.8K +$34.8K +864 New
GWS
384
Glassman Wealth Services
Virginia
$34.3K -$7.59K -189 -18%
TSW
385
Thompson Siegel & Walmsley
Virginia
$34K
QC
386
Quent Capital
New York
$28.1K +$9.81K +243 +54%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$26.7K
GRP
388
Global Retirement Partners
California
$26.5K -$1.66K -43 -6%
QCG
389
Quadrant Capital Group
Ohio
$22.8K -$80 -2 -0.4%
TCOV
390
Trust Company of Vermont
Vermont
$22.6K -$97.8K -2,434 -81%
S
391
SignatureFD
Georgia
$21.7K -$37.8K -942 -64%
NA
392
NewEdge Advisors
Louisiana
$21.4K +$40 +1 +0.2%
TRCT
393
Tower Research Capital (TRC)
New York
$20.7K -$77K -1,918 -79%
CFGS
394
Concourse Financial Group Securities
Alabama
$19.9K +$81 +2 +0.4%
TWM
395
Tradition Wealth Management
Minnesota
$19K
WT
396
Washington Trust
Rhode Island
$17K -$1.53K -38 -8%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$4.14K +103 +37%
CB
398
Community Bank
New York
$15.3K
BWM
399
Baystate Wealth Management
Massachusetts
$13.5K +$442 +11 +3%
AF
400
Allworth Financial
California
$12.9K