We are live on ! Find out more
BAM icon

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
VAG
576
VisionPoint Advisory Group
Texas
-$114K -3,004 Closed
LSA
577
Leonteq Securities AG
Switzerland
-$35.9K -943 Closed
GIS
578
Grayhawk Investment Strategies
Alberta, Canada
-$36.6K -702 Closed
BIC
579
Beach Investment Counsel
Pennsylvania
-$15K -400 Closed
CA
580
Crewe Advisors
Utah
-$9.55K -251 Closed
TFF
581
The Family Firm
Maryland
-$8.29K -218 Closed
DMIC
582
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$2.32K -61 Closed
CTC
583
Cetera Trust Company
Minnesota
-$1.98K -52 Closed
BWP
584
Baldwin Wealth Partners
Massachusetts
-$1.94K -51 Closed
CP
585
Castleview Partners
Texas
-$1.94K -51 Closed
MCA
586
Maryland Capital Advisors
Maryland
-$1.75K -46 Closed
KFS
587
Kelly Financial Services
Massachusetts
-$1.7K -45 Closed
MA
588
MCF Advisors
Kentucky
-$1.07K -28 Closed
RFA
589
Register Financial Advisors
Georgia
-$589 -15 Closed
GLR
590
Great Lakes Retirement
Ohio
-$533 -14 Closed
W
591
WealthCollab
Washington
-$343 -9 Closed
LWANC
592
Laurel Wealth Advisors (North Carolina)
North Carolina
-$153 -4 Closed
AEPWM
593
Atlantic Edge Private Wealth Management
Florida
-$115 -3 Closed
GI
594
Gradient Investments
Minnesota
-$114 -3 Closed
PCM
595
Penserra Capital Management
California
+$754 +18 New