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Brookfield Asset Management

449 hedge funds and large institutions have $8.57B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
136
Reduced
162
Closed
59
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
401
Prestige Wealth Management Group
New Jersey
$3.17K
WPWM
402
Western Pacific Wealth Management
Illinois
$3.17K
GIA
403
GHP Investment Advisors
Colorado
$2.92K
SWM
404
Sugarloaf Wealth Management
Georgia
$2.87K
ETC
405
Exchange Traded Concepts
Oklahoma
$2.87K +$946 +29 +49%
TF
406
TimeScale Financial
Massachusetts
$2.84K
CAM
407
Costello Asset Management
Pennsylvania
$2.48K +$2.48K +76 New
EL
408
EMFO LLC
Florida
$2.45K
TAM
409
Tucker Asset Management
Colorado
$2.25K
WTA
410
Washington Trust Advisors
Massachusetts
$2.22K
HIA
411
Harbor Investment Advisory
Maryland
$2.12K
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$1.96K
BIA
413
Bell Investment Advisors
California
$1.93K +$1.18K +36 +157%
PA
414
Parallel Advisors
California
$1.89K -$1.11K -34 -37%
MRCM
415
M&R Capital Management
New Jersey
$1.63K
KFS
416
Kelly Financial Services
Massachusetts
$1.42K
NSIM
417
North Star Investment Management
Illinois
$1.31K +$131 +4 +11%
PB
418
Pinnacle Bancorp
Nebraska
$1.24K -$2.58K -79 -68%
JWM
419
Janiczek Wealth Management
Colorado
$1.24K
AF
420
Allworth Financial
California
$1.14K -$294 -9 -20%
AWM
421
Abound Wealth Management
Tennessee
$1.03K +$1.03K +32 New
SA
422
SRH Advisors
Kansas
$1.01K
PFG
423
Piershale Financial Group
Illinois
$1.01K
HFS
424
Hantz Financial Services
Michigan
$1K
C
425
Covestor
United Kingdom
$1K +$1K +17 New