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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$9.32M -$38K -907 -0.5%
RJA
102
Raymond James & Associates
Florida
$9.04M -$481K -11,485 -6%
ACIM
103
Azimuth Capital Investment Management
Michigan
$8.95M -$190K -4,535 -2%
Amundi
104
Amundi
France
$8.93M -$1.96M -46,838 -20%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$8.76M -$1.33M -31,736 -15%
RRAM
106
River Road Asset Management
Kentucky
$8.63M +$1.45M +34,726 +24%
MCM
107
MAI Capital Management
Ohio
$8.15M -$17.2K -410 -0.2%
Ameriprise
108
Ameriprise
Minnesota
$8.13M -$421K -10,059 -6%
MGWM
109
Marks Group Wealth Management
Minnesota
$8.12M +$269K +6,421 +4%
CI
110
Capital International
California
$7.59M -$25.9K -619 -0.4%
BZWA
111
Blue Zone Wealth Advisors
California
$7.1M +$895K +21,363 +17%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$7M -$150K -3,590 -2%
BFM
113
Blacksheep Fund Management
Ireland
$6.88M -$1.35M -32,280 -18%
EIG
114
EdgePoint Investment Group
Ontario, Canada
$6.87M
Royal London Asset Management
115
Royal London Asset Management
United Kingdom
$6.85M -$249K -5,939 -4%
SCM
116
SKBA Capital Management
California
$6.78M
MSV
117
MN Services Vermogensbeheer
Netherlands
$6.52M
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$6.5M -$10.6K -253 -0.2%
HighTower Advisors
119
HighTower Advisors
Illinois
$6.37M +$204K +4,862 +4%
Franklin Resources
120
Franklin Resources
California
$6.27M -$689K -16,444 -11%
TAM
121
Third Avenue Management
New York
$6.25M
Korea Investment Corp
122
Korea Investment Corp
South Korea
$6.09M -$6.84M -163,296 -56%
SL
123
Summitry LLC
California
$5.91M -$199K -4,758 -4%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$5.67M -$64.3M -1,533,857 -93%
LTI
125
Laffer Tengler Investments
Tennessee
$5.63M +$67.8K +1,617 +1%