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Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% 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
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MLA
376
My Legacy Advisors
Oregon
$221K -$32.1K -765 -14%
BCI
377
Brinker Capital Investments
Pennsylvania
$221K -$30.9K -737 -14%
OPS
378
Orion Portfolio Solutions
Nebraska
$221K -$30.9K -737 -14%
OC
379
Oppenheimer & Co
New York
$219K +$194K +4,624 New
SC
380
Schubert & Co
Texas
$216K +$192K +4,577 New
RFC
381
Regions Financial Corp
Alabama
$216K +$191K +4,561 New
HF
382
HRT Financial
New York
$214K +$190K +4,546 New
WTA
383
Washington Trust Advisors
Massachusetts
$213K -$4.69K -112 -2%
EGM
384
Engineers Gate Manager
New York
$212K +$188K +4,494 New
HH
385
Hilltop Holdings
Texas
$212K +$188K +4,488 New
WSFS
386
Wilmington Savings Fund Society
Delaware
$209K +$185K +4,414 New
SAG
387
SageView Advisory Group
California
$206K +$182K +4,352 New
SWP
388
Stratos Wealth Partners
Ohio
$206K +$182K +4,351 New
AFO
389
Allie Family Office
Florida
$203K +$180K +4,302 New
VF
390
Virtu Financial
New York
$203K -$141K -3,373 -44%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$203K +$178K +4,259 New
WANY
392
Wealthspire Advisors (New York)
New York
$201K +$178K +4,255 New
CFGS
393
Concourse Financial Group Securities
Alabama
$190K +$27.4K +654 +20%
BC
394
Belmont Capital
California
$185K
PIM
395
Plato Investment Management
Australia
$179K +$159K +3,789 New
MAM
396
Morse Asset Management
Connecticut
$176K +$156K +3,713 New
SOW
397
State of Wyoming
Wyoming
$174K -$9.01K -215 -6%
Allspring Global Investments
398
Allspring Global Investments
North Carolina
$170K
HNB
399
Huntington National Bank
Ohio
$159K +$2.56K +61 +2%
WTC
400
WhitTier Trust Company
Nevada
$130K +$24.1K +576 +27%