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Brookfield Asset Management

449 hedge funds and large institutions have $8.57B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
136
Reduced
162
Closed
59
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MAMU
51
Marathon Asset Management (UK)
United Kingdom
$20.8M -$458K -14,008 -2%
CS
52
Credit Suisse
Switzerland
$20.5M +$570K +17,459 +3%
Ameriprise
53
Ameriprise
Minnesota
$19.4M -$1,000K -30,634 -5%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$19.3M +$890K +27,518 +5%
Wells Fargo
55
Wells Fargo
California
$19.1M +$348K +10,646 +2%
CAM
56
Cidel Asset Management
Ontario, Canada
$19M -$872K -26,677 -4%
MAM
57
Madison Asset Management
Wisconsin
$18.2M -$65K -1,991 -0.4%
WCA
58
Waratah Capital Advisors
Ontario, Canada
$16.6M -$778K -23,836 -4%
BRIM
59
Broad Run Investment Management
Virginia
$16.3M -$223K -6,829 -1%
MBI
60
Montrusco Bolton Investments
Quebec, Canada
$16.2M -$9.74M -298,077 -38%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$15.9M +$813K +24,924 +5%
Canada Life
62
Canada Life
Manitoba, Canada
$15.9M +$15.9M +485,247 New
HKAM
63
Horizon Kinetics Asset Management
New York
$15.5M -$1.04M -31,905 -6%
JFG
64
Jefferies Financial Group
New York
$14.7M +$14.7M +450,124 New
AC
65
Addenda Capital
Quebec, Canada
$14.2M -$371K -8,580 -3%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$14.2M +$10.9M +333,501 +327%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$13.7M +$96K +2,941 +0.7%
MCI
68
McDonald Capital Investors
California
$13.6M -$279K -8,549 -2%
PGH
69
Partners Group Holding
Switzerland
$13.3M +$147K +4,503 +1%
Deutsche Bank
70
Deutsche Bank
Germany
$12.6M +$1.16M +35,530 +10%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$12.5M -$22.6M -693,541 -64%
JVBC
72
J.V. Bruni & Co
Colorado
$12.4M -$1.34K -41 -0%
SFG
73
Sather Financial Group
Texas
$12.3M +$527K +16,165 +4%
NWM
74
Nicola Wealth Management
British Columbia, Canada
$11.3M +$1.76M +53,900 +18%
NEI
75
Northwest & Ethical Investments
Ontario, Canada
$10.6M +$46.6K +1,429 +0.4%