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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
LWA
501
Lowe Wealth Advisors
Maryland
$3.69K +$3.27K +78 New
TFIPS
502
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.6K
CAM
503
Costello Asset Management
Pennsylvania
$3.59K
FCA
504
FinTrust Capital Advisors
South Carolina
$3.5K
PCMC
505
Planning Capital Management Corporation
Pennsylvania
$3.4K +$3.02K +72 New
TAM
506
Tucker Asset Management
Colorado
$3.26K
GBT
507
Grove Bank & Trust
Florida
$3.17K +$2.81K +67 New
RF
508
Robinswood Financial
Washington
$3.12K
HIA
509
Harbor Investment Advisory
Maryland
$3.08K
SHIM
510
Stone House Investment Management
Pennsylvania
$2.4K
MRCM
511
M&R Capital Management
New Jersey
$2.37K
SAM
512
Smartleaf Asset Management
Massachusetts
$2.31K -$8.46K -202 -80%
VCM
513
Versant Capital Management
Arizona
$2.27K
CWA
514
Carolina Wealth Advisors
South Carolina
$2.22K +$1.97K +47 New
GSEP
515
Golden State Equity Partners
California
$2.22K +$1.97K +47 New
RI
516
Ridgewood Investments
New Jersey
$2.13K -$42 -1 -2%
CPG
517
Cornerstone Planning Group
New Jersey
$2.09K -$419 -10 -20%
NSIM
518
North Star Investment Management
Illinois
$1.89K
OPTFSNA
519
Old Point Trust & Financial Services N A
Virginia
$1.75K
AWM
520
Abound Wealth Management
Tennessee
$1.55K
CAM
521
Creekmur Asset Management
Illinois
$1.37K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33K +$1.17K +28 New
BAM
523
Bellevue Asset Management
Washington
$1.23K -$126 -3 -10%
FG
524
Fairman Group
Pennsylvania
$1.18K
CWP
525
Concord Wealth Partners
Virginia
$1.04K +$922 +22 New