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Brookfield Asset Management
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Overview Fund Activity

456 hedge funds and large institutions have $8.34B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+18
Holders Change %
+4.11%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
151
Closed
60
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$602M
2
Capital World Investors
Capital World Investors
California
$511M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$353M
4
Bank of America
Bank of America
North Carolina
$107M
5
DWA
Douglass Winthrop Advisors
New York
$59.3M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.06M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$582M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.3M
4
BC
Brookfield Corp
Ontario, Canada
$999M
5
Vanguard Group
Vanguard Group
Pennsylvania
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
401
Western Pacific Wealth Management
Illinois
$3.17K – – –
PA
402
Parallel Advisors
California
$3.01K +$2.45K +75 +441%
SWM
403
Sugarloaf Wealth Management
Georgia
$2.88K – – –
TF
404
TimeScale Financial
Massachusetts
$2.85K +$2.85K +87 New
PCM
405
Pointe Capital Management
Michigan
$2.81K +$2.81K +86 New
SS
406
Sunbelt Securities
Texas
$2.72K +$2.72K +85 New
GIA
407
GHP Investment Advisors
Colorado
$2.72K – – –
EL
408
EMFO LLC
Florida
$2.45K – – –
TAM
409
Tucker Asset Management
Colorado
$2.26K – – –
WTA
410
Washington Trust Advisors
Massachusetts
$2.23K – – –
HIA
411
Harbor Investment Advisory
Maryland
$2.13K -$14.6K -445 -87%
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$1.96K – – –
ETC
413
Exchange Traded Concepts
Oklahoma
$1.93K -$196 -6 -9%
JWA
414
JFS Wealth Advisors
Pennsylvania
$1.83K – – –
BAAM
415
Baker Avenue Asset Management
California
$1.7K +$1.7K +52 New
Commonwealth Equity Services
416
Commonwealth Equity Services
Massachusetts
$1.68K -$391 -11,965 -19%
OCM
417
Orion Capital Management
California
$1.67K – – –
MRCM
418
M&R Capital Management
New Jersey
$1.64K +$1.64K +50 New
AF
419
Allworth Financial
California
$1.44K – – –
CHC
420
City Holding Co
West Virginia
$1.44K – – –
KFS
421
Kelly Financial Services
Massachusetts
$1.41K – – –
JWM
422
Janiczek Wealth Management
Colorado
$1.27K – – –
NSIM
423
North Star Investment Management
Illinois
$1.18K +$1.18K +36 New
PFG
424
Piershale Financial Group
Illinois
$1.01K -$1.21K -37 -54%
HFS
425
Hantz Financial Services
Michigan
$1K -$346K -5,890 -100%
15 16
17
18 19