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
URS
176
Utah Retirement Systems
Utah
$2.19M
LOPW
177
Live Oak Private Wealth
North Carolina
$2.11M -$116K -2,761 -6%
OCAM
178
Onex Canada Asset Management
Ontario, Canada
$2.09M -$326K -7,769 -15%
GCC
179
Guardian Capital (Canada)
Ontario, Canada
$2.07M -$528K -12,600 -22%
CA
180
Clearstead Advisors
Ohio
$2.06M +$1.79M +42,611 +4,384%
ACM
181
Adalta Capital Management
New York
$2.05M -$4.23K -101 -0.2%
PWM
182
Perigon Wealth Management
California
$2.02M +$1.79M +42,776 New
GIM
183
Gold Investment Management
Alberta, Canada
$1.97M -$319K -7,625 -15%
CGPCS
184
Capital Group Private Client Services
California
$1.96M -$35.4K -846 -2%
CS
185
Cannell & Spears
New York
$1.95M -$117K -2,794 -6%
N
186
Natixis
France
$1.9M +$90.1K +2,150 +6%
TC
187
Tacita Capital
Ontario, Canada
$1.89M
Citigroup
188
Citigroup
New York
$1.88M -$516K -12,322 -24%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$54.8K +1,309 +3%
TCM
190
Tandem Capital Management
New Jersey
$1.84M -$36.2K -863 -2%
YIH
191
Y-Intercept (HK)
Hong Kong
$1.84M +$477K +11,396 +42%
UIM
192
USS Investment Management
United Kingdom
$1.82M
CGIM
193
Capital Group Investment Management
Singapore
$1.76M
Axa
194
Axa
France
$1.75M -$258K -6,167 -14%
EIM
195
Ervin Investment Management
Washington
$1.74M -$1.26K -30 -0.1%
RWM
196
Rezny Wealth Management
Florida
$1.74M +$123K +2,938 +9%
NRD
197
Nebula Research & Development
New York
$1.71M +$1.52M +36,241 New
KMC
198
Kirr Marbach & Co
Indiana
$1.69M -$838 -20 -0.1%
BCM
199
Bayesian Capital Management
New York
$1.67M +$50.3K +1,200 +4%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$1.64M -$440K -10,498 -23%