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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 %
EWA
376
EverSource Wealth Advisors
Alabama
$149K -$7.98K -183 -5%
SOW
377
State of Wyoming
Wyoming
$148K -$4.15K -109 -3%
EPM
378
Equitec Proprietary Markets
Illinois
$138K +$138K +3,637 New
Allspring Global Investments
379
Allspring Global Investments
North Carolina
$137K +$7.08K +186 +5%
CFGS
380
Concourse Financial Group Securities
Alabama
$128K +$57.2K +1,502 +81%
HNB
381
Huntington National Bank
Ohio
$126K +$17.6K +463 +16%
VAG
382
VisionPoint Advisory Group
Texas
$114K -$4.68K -123 -4%
Barclays
383
Barclays
United Kingdom
$102K -$583K -15,244 -85%
WAM
384
Wolverine Asset Management
Illinois
$102K
Public Employees Retirement Association of Colorado
385
Public Employees Retirement Association of Colorado
Colorado
$99K +$99K +2,606 New
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$95.8K +$95.8K +2,519 New
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$93K +$10.1K +267 +12%
WTC
388
WhitTier Trust Company
Nevada
$82.6K +$48.8K +1,282 +144%
GA
389
GoalVest Advisory
New York
$75.7K -$14.8K -390 -16%
RhumbLine Advisers
390
RhumbLine Advisers
Massachusetts
$75.1K +$6.05K +159 +9%
DZ Bank
391
DZ Bank
Germany
$73.3K
AIM
392
Anchor Investment Management
South Carolina
$70.1K -$40.8K -1,071 -37%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$68.6K +$6.17K +162 +10%
LC
394
Lindbrook Capital
California
$68.1K +$875 +23 +1%
BCWM
395
Bartlett & Co Wealth Management
Ohio
$65.1K
FFA
396
Farther Finance Advisors
California
$63K -$4.69K -125 -7%
FP
397
Financial Perspectives
Minnesota
$61.6K
CH
398
Cromwell Holdings
Wyoming
$60.5K +$60.5K +1,591 New
LI
399
Louisbourg Investments
New Brunswick, Canada
$56.7K +$1.41K +37 +3%
KFI
400
Key Financial Inc
Pennsylvania
$54.1K +$54.1K +1,422 New