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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
C
526
Covestor
United Kingdom
$1K -$24.3K -581 -97%
JWA
527
JFS Wealth Advisors
Pennsylvania
$899
RAM
528
Riggs Asset Management
Pennsylvania
$710
ME
529
McIlrath & Eck
Washington
$662
SJIM
530
St. Johns Investment Management
Florida
$615
HCP
531
Hexagon Capital Partners
Arkansas
$567 +$503 +12 New
EWM
532
Evermay Wealth Management
Virginia
$521
CFD
533
Creative Financial Designs
Indiana
$520
PWMG
534
Private Wealth Management Group
New Jersey
$379
SIC
535
SJS Investment Consulting
Ohio
$379
OC
536
Oakworth Capital
Alabama
$378 -$4.99K -119 -94%
Macquarie Group
537
Macquarie Group
Australia
$378
EBA
538
Eagle Bay Advisors
New York
$284
IAIM
539
International Assets Investment Management
Florida
$233 +$462K +11,019 New
SS
540
Sunbelt Securities
Texas
$198
RIL
541
Rothschild Investment LLC
Illinois
$189 -$335 -8 -67%
SN
542
Sittner & Nelson
Oregon
$189
NMG
543
New Millennium Group
Utah
$142
LFG
544
Larson Financial Group
Missouri
$95
DFA
545
DHJJ Financial Advisors
Illinois
$48
JIP
546
Jaffetilchin Investment Partners
Florida
$48 +$42 +1 New
A
547
AlphaQuest
New York
$47
PGH
548
Partners Group Holding
Switzerland
-$5.24M -137,692 Closed
CAM
549
Cidel Asset Management
Ontario, Canada
-$3.58M -94,092 Closed
D.E. Shaw & Co
550
D.E. Shaw & Co
New York
-$2.96M -77,715 Closed