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Brookfield Asset Management

522 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 44 closing their positions.

Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M
Name Market Value Shares Shares
Change
Shares
Change %
HIA
476
Harbor Investment Advisory
Maryland
$2.47K 65 -47 -42%
DMIC
477
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.32K 61 -242 -80%
BCMLT
478
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.02K 53 +53 New
CTC
479
Cetera Trust Company
Minnesota
$1.98K 52 +52 New
BWP
480
Baldwin Wealth Partners
Massachusetts
$1.94K 51 +35 +219%
CP
481
Castleview Partners
Texas
$1.94K 51 +45 +750%
SHIM
482
Stone House Investment Management
Pennsylvania
$1.93K 51
CPG
483
Cornerstone Planning Group
New Jersey
$1.93K 49 +26 +113%
MRCM
484
M&R Capital Management
New Jersey
$1.9K 50
VCM
485
Versant Capital Management
Arizona
$1.83K 48 +48 New
MCA
486
Maryland Capital Advisors
Maryland
$1.75K 46 +46 New
RI
487
Ridgewood Investments
New Jersey
$1.75K 46 +46 New
KFS
488
Kelly Financial Services
Massachusetts
$1.7K 45 +1 +2%
SAG
489
Spotlight Asset Group
Illinois
$1.64K 43
AssetMark Inc
490
AssetMark Inc
California
$1.6K 42 +42 New
NSIM
491
North Star Investment Management
Illinois
$1.52K 40
JWM
492
Janiczek Wealth Management
Colorado
$1.45K 38
OPTFSNA
493
Old Point Trust & Financial Services N A
Virginia
$1.41K 37
AWM
494
Abound Wealth Management
Tennessee
$1.24K 33 +1 +3%
BAM
495
Bellevue Asset Management
Washington
$1.1K 29
CAM
496
Creekmur Asset Management
Illinois
$1.1K 29 +29 New
MA
497
MCF Advisors
Kentucky
$1.07K 28
IGWM
498
ICA Group Wealth Management
Colorado
$1.03K 27
FG
499
Fairman Group
Pennsylvania
$951 25
JWA
500
JFS Wealth Advisors
Pennsylvania
$723 19 +19 New