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Brookfield Asset Management

445 hedge funds and large institutions have $8.77B invested in Brookfield Asset Management in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
145
Reduced
147
Closed
52
Calls
$8.44M
Puts
$46.2M
Net Calls
-$37.8M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
426
MCF Advisors
Kentucky
$934
AWM
427
Avior Wealth Management
Nebraska
$666
BWP
428
Baldwin Wealth Partners
Massachusetts
$533
RFA
429
Register Financial Advisors
Georgia
$504
FPF
430
First Pacific Financial
Washington
$467 -$5.97K -179 -93%
ME
431
McIlrath & Eck
Washington
$467
SJIM
432
St. Johns Investment Management
Florida
$433
CFD
433
Creative Financial Designs
Indiana
$367
EWM
434
Evermay Wealth Management
Virginia
$367
OC
435
Oakworth Capital
Alabama
$267
Macquarie Group
436
Macquarie Group
Australia
$267 +$267 +8 New
EBA
437
Eagle Bay Advisors
New York
$200
JWA
438
JFS Wealth Advisors
Pennsylvania
$167
SN
439
Sittner & Nelson
Oregon
$134
TF
440
Tompkins Financial
New York
$133
CP
441
Castleview Partners
Texas
$133 +$133 +4 New
M
442
MOTCO
Texas
$100
NMG
443
New Millennium Group
Utah
$100
BCMLT
444
Beacon Capital Management LLC (Tennessee)
Tennessee
$98
DFA
445
DHJJ Financial Advisors
Illinois
$34 +$34 +1 New
QI
446
QV Investors
Alberta, Canada
-$22.5M -687,364 Closed
WCA
447
Waratah Capital Advisors
Ontario, Canada
-$16.6M -509,934 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
448
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.14M -96,075 Closed
Janney Montgomery Scott
449
Janney Montgomery Scott
Pennsylvania
-$2.72M -83,418 Closed
CG
450
Colony Group
Massachusetts
-$2.15M -65,957 Closed