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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
GM
476
GeoWealth Management
Illinois
$9.65K +$8.55K +204 New
FWM
477
FSA Wealth Management
Massachusetts
$9.27K +$8.21K +196 New
KPP
478
Kings Path Partners
Texas
$8.89K
PB
479
Pinnacle Bancorp
Nebraska
$8.84K
ZB
480
Zions Bancorporation
Utah
$8.7K -$84 -2 -1%
FHA
481
First Horizon Advisors
Tennessee
$8.13K
DAM
482
Delta Asset Management
Tennessee
$7.33K
CHA
483
Carmichael Hill & Associates
Maryland
$6.86K
CFO
484
CVA Family Office
Colorado
$6.76K
PCA
485
Providence Capital Advisors
North Carolina
$6.71K
AssetMark Inc
486
AssetMark Inc
California
$6.15K +$3.69K +88 +210%
NECFA
487
New England Capital Financial Advisors
Connecticut
$6.15K +$42 +1 +0.8%
JFA
488
JNBA Financial Advisors
Minnesota
$6.1K +$2.35K +56 +77%
BCMLT
489
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.7K +$2.81K +67 +126%
ACM
490
Accent Capital Management
Ohio
$5.01K
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$5K -$294K -7,011 -98%
GWSG
492
GPS Wealth Strategies Group
Colorado
$4.73K
WPWM
493
Western Pacific Wealth Management
Illinois
$4.59K
BIA
494
Bell Investment Advisors
California
$4.4K
TC
495
Truvestments Capital
Florida
$4.07K +$3.6K +86 New
FGA
496
Fortis Group Advisors
New Jersey
$3.97K
GIA
497
GHP Investment Advisors
Colorado
$3.93K
MVIP
498
Mar Vista Investment Partners
California
$3.88K
MCM
499
Manchester Capital Management
Vermont
$3.74K
DWM
500
Darwin Wealth Management
Florida
$3.74K +$3.31K +79 New