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Brookfield Asset Management

445 hedge funds and large institutions have $8.77B invested in Brookfield Asset Management in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 147 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
145
Reduced
147
Closed
52
Calls
$8.44M
Puts
$46.2M
Net Calls
-$37.8M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Graybill Wealth Management
Illinois
$986K -$17.2K -516 -2%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$975K -$367K -11,014 -27%
Tudor Investment Corp
203
Tudor Investment Corp
Connecticut
$964K +$964K +28,926 New
Asset Management One
204
Asset Management One
Japan
$921K +$769K +23,054 +506%
Ensign Peak Advisors
205
Ensign Peak Advisors
Utah
$912K +$47K +1,400 +5%
FFA
206
First Foundation Advisors
California
$897K +$897K +26,916 New
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$879K -$68.2K -2,038 -7%
AllianceBernstein
208
AllianceBernstein
Tennessee
$876K +$50.8K +1,525 +6%
MGIA
209
Moneta Group Investment Advisors
Missouri
$845K +$199K +5,955 +31%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$842K +$584K +17,512 +226%
LC
211
Lincoln Capital
Nebraska
$832K -$7.57K -227 -0.9%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$804K +$485K +14,534 +152%
SWM
213
Salvus Wealth Management
New Jersey
$799K +$1.8K +54 +0.2%
TWD
214
True Wealth Design
Ohio
$792K -$21.2K -637 -3%
O
215
Ossiam
France
$781K +$781K +23,335 New
Legal & General Group
216
Legal & General Group
United Kingdom
$764K
PFP
217
Pinnacle Financial Partners
Tennessee
$759K -$2.24K -67 -0.3%
Citigroup
218
Citigroup
New York
$757K +$26.4K +788 +4%
BFC
219
Blue Fin Capital
Rhode Island
$739K +$14.2K +425 +2%
M&T Bank
220
M&T Bank
New York
$732K -$52.9K -1,588 -7%
AA
221
Ancora Advisors
Ohio
$731K +$79.2K +2,377 +12%
WCM Investment Management
222
WCM Investment Management
California
$727K -$232K -6,967 -24%
William Blair & Company
223
William Blair & Company
Illinois
$716K -$52.1K -1,562 -7%
N
224
Natixis
France
$709K +$709K +21,260 New
CT
225
Colonial Trust
South Carolina
$687K +$120K +3,591 +21%