BAM icon

Brookfield Asset Management

449 hedge funds and large institutions have $8.57B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
136
Reduced
162
Closed
59
Calls
$4.74M
Puts
$11.6M
Net Calls
-$6.89M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$924K -$55.3K -1,691 -6%
DR
202
Davis Rea
Ontario, Canada
$873K -$118K -3,614 -12%
MGIA
203
Moneta Group Investment Advisors
Missouri
$839K -$265K -6,134 -24%
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$826K
LC
205
Lincoln Capital
Nebraska
$822K -$4.63K -142 -0.6%
OQS
206
Occudo Quantitative Strategies
Florida
$814K +$814K +24,945 New
AllianceBernstein
207
AllianceBernstein
Tennessee
$808K -$7.86K -241 -1%
TWD
208
True Wealth Design
Ohio
$796K +$795K +24,378 +221,618%
VCM
209
Vetamer Capital Management
California
$785K -$810K -24,818 -51%
SWM
210
Salvus Wealth Management
New Jersey
$780K +$620 +19 +0.1%
M&T Bank
211
M&T Bank
New York
$768K +$84.5K +2,588 +12%
William Blair & Company
212
William Blair & Company
Illinois
$751K -$291K -8,908 -28%
Legal & General Group
213
Legal & General Group
United Kingdom
$747K -$748K -22,935 -50%
PFP
214
Pinnacle Financial Partners
Tennessee
$745K -$2.32K -71 -0.3%
Citigroup
215
Citigroup
New York
$714K +$119K +3,632 +20%
BFC
216
Blue Fin Capital
Rhode Island
$710K +$13.8K +424 +2%
KSWA
217
Kathleen S. Wright Associates
Pennsylvania
$692K -$448K -13,715 -39%
WW
218
Waterfront Wealth
Kansas
$680K -$15.1K -442 -2%
PAG
219
Private Advisor Group
New Jersey
$670K +$48.5K +1,463 +8%
CF
220
Canoe Financial
Alberta, Canada
$668K
SAM
221
Shell Asset Management
Netherlands
$650K -$189K -5,775 -22%
AA
222
Ancora Advisors
Ohio
$638K +$26.6K +816 +4%
HWA
223
Heritage Wealth Advisors
Virginia
$623K -$3.1K -95 -0.5%
CW
224
CreativeOne Wealth
Kansas
$619K +$44.5K +1,366 +8%
GF
225
Gabelli Funds
New York
$599K