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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$26.6M -$3.71M -88,356 -12%
NHAS
52
Novo Holdings A/S
Denmark
$26.4M
CS
53
Credit Suisse
Switzerland
$26.3M -$1.84M -43,683 -7%
TPM
54
Triasima Portfolio Management
Quebec, Canada
$24.8M -$1.72M -40,909 -6%
CA
55
Cortland Associates
Missouri
$24.1M -$23.3K -555 -0.1%
QI
56
QV Investors
Alberta, Canada
$23.6M -$4.7M -111,698 -17%
SIC
57
Schwartz Investment Counsel
Michigan
$23.6M
BRIM
58
Broad Run Investment Management
Virginia
$23.1M +$4.13M +98,353 +22%
MAMU
59
Marathon Asset Management (UK)
United Kingdom
$21.3M -$357K -8,485 -2%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$20.8M +$1.5M +35,772 +8%
CLOS
61
Compagnie Lombard Odier SCmA
Switzerland
$20.6M +$677K +16,100 +3%
Ameriprise
62
Ameriprise
Minnesota
$20.1M -$1.46M -34,748 -7%
2
63
2Xideas
Switzerland
$19.8M -$2.76M -65,600 -12%
SFG
64
Sather Financial Group
Texas
$18.6M +$957K +22,763 +5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$18.2M -$8.18M -195,139 -31%
AFIA
66
America First Investment Advisors
Nebraska
$18M +$1.23M +29,372 +7%
AC
67
Addenda Capital
Quebec, Canada
$18M -$730K -12,835 -4%
Canada Life
68
Canada Life
Manitoba, Canada
$17.8M +$658K +15,658 +4%
MCI
69
McDonald Capital Investors
California
$17.4M +$135K +3,202 +0.8%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$16.6M -$507K -12,081 -3%
JVBC
71
J.V. Bruni & Co
Colorado
$16.2M -$64.8K -1,542 -0.4%
Deutsche Bank
72
Deutsche Bank
Germany
$16.2M +$507K +12,056 +3%
NWM
73
Nicola Wealth Management
British Columbia, Canada
$15.9M -$3.84M -67,400 -19%
HKAM
74
Horizon Kinetics Asset Management
New York
$15.6M -$685K -16,296 -4%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$14.3M -$74.6K -1,776 -0.5%