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Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% 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
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$119K
PMAM
402
Picton Mahoney Asset Management
Ontario, Canada
$118K +$118K +2,500 New
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$117K +$1.65K +35 +1%
IWA
404
Icon Wealth Advisors
Texas
$101K +$101K +2,128 New
Barclays
405
Barclays
United Kingdom
$95K -$31.4K -662 -25%
GA
406
GoalVest Advisory
New York
$94.1K
DZ Bank
407
DZ Bank
Germany
$91K
RhumbLine Advisers
408
RhumbLine Advisers
Massachusetts
$87.9K -$5.44K -115 -6%
AIM
409
Anchor Investment Management
South Carolina
$87.2K
LC
410
Lindbrook Capital
California
$85.3K +$662 +14 +0.8%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$81.1K -$4.16K -88 -5%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$77.2K +$31.3K +662 +68%
FP
413
Financial Perspectives
Minnesota
$76.6K
CH
414
Cromwell Holdings
Wyoming
$75.2K
HFS
415
HBC Financial Services
Washington
$75K +$10.7K +200 +17%
EWA
416
EverSource Wealth Advisors
Alabama
$74.9K -$86.2K -1,824 -54%
LI
417
Louisbourg Investments
New Brunswick, Canada
$68.7K -$1.75K -37 -2%
KFI
418
Key Financial Inc
Pennsylvania
$67.3K
PA
419
Parallel Advisors
California
$66.9K +$18.1K +382 +37%
LB
420
Legacy Bridge
Iowa
$64.5K
CA
421
Continuum Advisory
Idaho
$62.2K +$18.4K +329 +42%
FMP
422
Financial Management Professionals
Texas
$62K -$2.83K -60 -4%
HPC
423
HM Payson & Co
Maine
$61.5K
Jones Financial Companies
424
Jones Financial Companies
Missouri
$61.1K +$12.2K +258 +25%
HDIM
425
Hanson & Doremus Investment Management
Vermont
$61K