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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
Bank of America
26
Bank of America
North Carolina
$81.5M -$31.7M -755,794 -30%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$77.3M +$7.05M +168,170 +12%
Invesco
28
Invesco
Georgia
$75M +$4.04M +96,507 +6%
MAM
29
Madison Asset Management
Wisconsin
$74.7M -$6.85M -163,508 -9%
Goldman Sachs
30
Goldman Sachs
New York
$72.2M -$93.2M -2,225,404 -59%
BAM
31
Burgundy Asset Management
Ontario, Canada
$72M -$1.71M -40,803 -3%
JP Morgan Chase
32
JP Morgan Chase
New York
$71.8M -$6.78M -161,873 -10%
AM
33
AGF Management
Ontario, Canada
$68.9M +$18.4M +439,898 +43%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$61.1M +$3.11M +74,337 +6%
First Manhattan
35
First Manhattan
New York
$61.1M -$2.17M -51,721 -4%
Corient Private Wealth
36
Corient Private Wealth
Florida
$55.1M -$11.8M -281,838 -19%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.9M -$2.2M -52,439 -4%
BAMCO Inc
38
BAMCO Inc
New York
$52M +$11M +263,532 +31%
SC
39
Scotia Capital
Ontario, Canada
$50.8M +$239K +5,706 +0.5%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.1M +$2.49M +59,328 +6%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$49.2M +$9.07M +216,434 +26%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$47.3M +$685K +16,351 +2%
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$45M +$2.64M +62,963 +7%
FAM
44
Fenimore Asset Management
New York
$44.7M +$584K +13,940 +1%
Charles Schwab
45
Charles Schwab
California
$39.5M +$1.91M +45,670 +6%
MSE
46
MUFG Securities EMEA
United Kingdom
$32M +$20.9M +500,000 New
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$31.8M -$1.03M -24,646 -4%
MBI
48
Montrusco Bolton Investments
Quebec, Canada
$31.8M -$46.4M -1,108,371 -62%
NHAS
49
Novo Holdings A/S
Denmark
$29.7M
Bank of New York Mellon
50
Bank of New York Mellon
New York
$29.6M -$566K -13,512 -2%