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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Optiver Holding
401
Optiver Holding
Netherlands
$21.5K +$21.5K +512 New
S
402
SignatureFD
Georgia
$21K -$1.68K -40 -7%
CA
403
Continuum Advisory
Idaho
$19.8K +$19.8K +495 New
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$18K +$18K +429 New
BFP
405
Briaud Financial Planning
Texas
$18K +$18K +408 New
WT
406
Washington Trust
Rhode Island
$17.8K
AWM
407
Avior Wealth Management
Nebraska
$17.7K +$16.9K +401 +2,005%
M
408
MOTCO
Texas
$17.4K +$17.2K +410 +13,667%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$378 +9 +2%
CB
410
Community Bank
New York
$16.1K
AF
411
Allworth Financial
California
$14.8K +$1.3K +31 +10%
PIC
412
Portland Investment Counsel
Ontario, Canada
$13.1K +$3.46K +104,200 +36%
MHR
413
Matthew Hamilton Rosenberg
$12.8K
DMIC
414
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.7K +$12.7K +303 New
ZB
415
Zions Bancorporation
Utah
$10.9K
GI
416
GAMMA Investing
California
$10.7K +$5.08K +121 +90%
CA
417
Crewe Advisors
Utah
$10.5K
PA
418
Parallel Advisors
California
$9.62K +$7.56K +180 +367%
FMP
419
Financial Management Professionals
Texas
$9K +$463 +11 +5%
RFS
420
Richardson Financial Services
Massachusetts
$8.61K +$8.61K +205 New
SIC
421
Salem Investment Counselors
North Carolina
$8.32K +$8.32K +198 New
FWM
422
FSA Wealth Management
Massachusetts
$8.24K
PB
423
Pinnacle Bancorp
Nebraska
$7.86K
MSC
424
MUFG Securities (Canada)
New York
$7.56K +$7.56K +180 New
Nisa Investment Advisors
425
Nisa Investment Advisors
Missouri
$7.44K