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Brookfield Asset Management

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
126
Summitry LLC
California
$6.88M +$106K +1,961 +2%
MCM
127
MAI Capital Management
Ohio
$6.62M -$2.72M -50,107 -29%
BlackRock
128
BlackRock
New York
$6.47M +$1.95M +36,029 +43%
SSWM
129
Smith Salley Wealth Management
North Carolina
$6.05M +$51.7K +954 +0.9%
VDBMI
130
Van Den Berg Management I
Texas
$5.96M -$19.3K -356 -0.3%
RRAM
131
River Road Asset Management
Kentucky
$5.67M -$4.21M -77,767 -43%
BMO
132
Beck Mack & Oliver
New York
$5.62M -$62.7K -1,157 -1%
Citigroup
133
Citigroup
New York
$5.61M +$3.46M +63,739 +160%
SPIA
134
Steward Partners Investment Advisory
New York
$5.36M -$170K -3,144 -3%
SCTC
135
Sanibel Captiva Trust Company
Florida
$5.29M -$53.4K -986 -1%
Fiera Capital (Canada)
136
Fiera Capital (Canada)
Quebec, Canada
$5.17M +$1.41M +26,058 +38%
Citadel Advisors
137
Citadel Advisors
Florida
$5.08M -$6.22M -114,856 -55%
WB
138
West Bancorporation
Iowa
$5.04M
CCM
139
Canal Capital Management
Virginia
$5.01M -$58.4K -1,078 -1%
CTA
140
Colonial Trust Advisors
South Carolina
$4.88M +$44.3K +818 +0.9%
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
$4.72M -$141K -2,602 -3%
NSCM
142
New South Capital Management
Tennessee
$4.69M -$214K -3,947 -4%
CIM
143
Confluence Investment Management
Missouri
$4.63M -$187K -3,454 -4%
JAM
144
JCIC Asset Management
Ontario, Canada
$4.56M +$62.8K +1,159 +1%
Creative Planning
145
Creative Planning
Kansas
$4.49M +$656K +12,099 +17%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$4.48M +$4.48M +82,664 New
DekaBank Deutsche Girozentrale
147
DekaBank Deutsche Girozentrale
Germany
$4.26M
LF
148
Lansforsakringar Fondforvaltning
Sweden
$4.16M +$4.16M +76,726 New
TW
149
TritonPoint Wealth
Maryland
$4.14M -$347K -6,402 -8%
Brown Advisory
150
Brown Advisory
Maryland
$4.11M +$6.61K +122 +0.2%