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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 %
MHR
401
Matthew Hamilton Rosenberg
$12.3K
PS
402
Planned Solutions
California
$12.1K +$12.1K +300 New
ZB
403
Zions Bancorporation
Utah
$10.4K +$281 +7 +3%
CA
404
Crewe Advisors
Utah
$10.1K
FMP
405
Financial Management Professionals
Texas
$8K +$709 +18 +10%
FWM
406
FSA Wealth Management
Massachusetts
$8K +$8K +196 New
PB
407
Pinnacle Bancorp
Nebraska
$7.51K
FHA
408
First Horizon Advisors
Tennessee
$7.39K
Nisa Investment Advisors
409
Nisa Investment Advisors
Missouri
$7.11K
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$7K
FGA
411
Fortis Group Advisors
New Jersey
$6.75K +$3.37K +84 +100%
DAM
412
Delta Asset Management
Tennessee
$6.23K
CHA
413
Carmichael Hill & Associates
Maryland
$5.83K
CFO
414
CVA Family Office
Colorado
$5.74K +$5.74K +143 New
PCA
415
Providence Capital Advisors
North Carolina
$5.7K
GI
416
GAMMA Investing
California
$5.39K +$5.39K +134 New
WTC
417
WhitTier Trust Company
Nevada
$5.3K +$5.3K +132 New
NECFA
418
New England Capital Financial Advisors
Connecticut
$5.1K +$40 +1 +0.8%
OC
419
Oakworth Capital
Alabama
$5.1K +$4.78K +119 +1,488%
Acadian Asset Management
420
Acadian Asset Management
Massachusetts
$5K +$612 +17 +14%
GWSG
421
GPS Wealth Strategies Group
Colorado
$4.9K -$1.21K -30 -20%
CWC
422
Carolinas Wealth Consulting
North Carolina
$4.1K +$4.1K +102 New
PWMG
423
Prestige Wealth Management Group
New Jersey
$3.9K
WPWM
424
Western Pacific Wealth Management
Illinois
$3.9K
SWM
425
Sugarloaf Wealth Management
Georgia
$3.54K