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Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% 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
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$61.5K
Jones Financial Companies
427
Jones Financial Companies
Missouri
$61.1K +$10.8K +258 +25%
HDIM
428
Hanson & Doremus Investment Management
Vermont
$61K
ECM
429
EMC Capital Management
Texas
$61K +$2.14K +51 +15%
FFA
430
Farther Finance Advisors
California
$57.7K -$19.3K -461 -27%
PTC
431
Private Trust Company
Ohio
$56.8K
QC
432
Quent Capital
New York
$53.7K +$18.2K +435 +62%
UB
433
UMB Bank
Missouri
$51K
WT
434
Washington Trust
Rhode Island
$50.3K
AA
435
Addison Advisors
Vermont
$49.8K
BCWM
436
Bartlett & Co Wealth Management
Ohio
$48.9K -$28.3K -675 -39%
BL
437
BFSG LLC
California
$47.6K
CFB
438
Cullen/Frost Bankers
Texas
$45.3K +$22K +525 +122%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$44.9K +$7.25K +173 +22%
SAM
440
Shell Asset Management
Netherlands
$44K +$38.8K +926 New
HI
441
Harbour Investments
Wisconsin
$43.8K -$545 -13 -1%
AA
442
Alta Advisers
United Kingdom
$43.3K +$38.3K +915 New
S
443
SignatureFD
Georgia
$43K +$8.17K +195 +27%
TSMHT
444
Thurston Springer Miller Herd & Titak
Indiana
$42.9K -$4.15K -99 -10%
HIM
445
Hillsdale Investment Management
Ontario, Canada
$42.5K
POIA
446
Pin Oak Investment Advisors
Texas
$42K
RFS
447
Richardson Financial Services
Massachusetts
$36.5K
MFG
448
Mendota Financial Group
Wisconsin
$35.5K
QCG
449
Quadrant Capital Group
Ohio
$32.6K +$3.77K +90 +15%
CA
450
CoreCap Advisors
Michigan
$26.8K +$23.7K +566 New