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Brookfield Asset Management

456 hedge funds and large institutions have $8.34B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+18
Holders Change %
+4.11%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
151
Closed
60
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
APG Asset Management
201
APG Asset Management
Netherlands
$1.02M -$37.6M -1,250,284 -97%
TYCC
202
Texas Yale Capital Corp
Florida
$1.02M -$33.2K -1,016 -3%
GWM
203
Graybill Wealth Management
Illinois
$1.01M -$13.8K -422 -1%
CGH
204
Crossmark Global Holdings
Texas
$1M +$494K +15,094 +97%
DR
205
Davis Rea
Ontario, Canada
$993K -$202K -6,160 -17%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$981K +$67.9K +2,075 +7%
WCM Investment Management
207
WCM Investment Management
California
$937K +$53.1K +1,624 +6%
GEM
208
Global Endowment Management
North Carolina
$850K +$21.5K +658 +3%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$846K +$286K +8,700 +51%
SAM
210
Shell Asset Management
Netherlands
$840K -$15.5K -473 -2%
MGIA
211
Moneta Group Investment Advisors
Missouri
$835K +$106K +3,249 +15%
LC
212
Lincoln Capital
Nebraska
$828K +$828K +25,337 New
AllianceBernstein
213
AllianceBernstein
Tennessee
$818K -$21.8K -666 -3%
SWM
214
Salvus Wealth Management
New Jersey
$781K +$781K +23,881 New
CGPCS
215
Capital Group Private Client Services
California
$754K +$754K +23,039 New
PFP
216
Pinnacle Financial Partners
Tennessee
$749K -$93.1K -2,846 -11%
OC
217
Oppenheimer & Co
New York
$731K -$36.9K -1,128 -5%
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$692K -$17.5K -565 -2%
CANC
219
Culbertson A N & Co
Virginia
$689K -$23.3K -713 -3%
M&T Bank
220
M&T Bank
New York
$686K +$686K +20,960 New
CF
221
Canoe Financial
Alberta, Canada
$670K +$670K +20,461 New
WW
222
Waterfront Wealth
Kansas
$667K
BFC
223
Blue Fin Capital
Rhode Island
$665K +$23.8K +764 +4%
VOYA Investment Management
224
VOYA Investment Management
Georgia
$635K +$635K +19,408 New
QOP
225
Quinn Opportunity Partners
Virginia
$635K