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Brookfield Asset Management

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.29M
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$1.28M +$209K +5,300 +20%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$1.24M +$62.9K +1,565 +5%
IMCOOI
204
Investment Management Corp of Ontario (IMCO)
Canada
$1.21M +$1.21M +30,171 New
CQS
205
Credential Qtrade Securities
$1.2M -$43.2K -1,076 -3%
KSWA
206
Kathleen S. Wright Associates
Pennsylvania
$1.18M -$49.6K -1,277 -4%
GWM
207
Graybill Wealth Management
Illinois
$1.16M -$28K -698 -2%
TPCM
208
Templeton & Phillips Capital Management
Tennessee
$1.1M +$595K +14,822 +119%
CGPCS
209
Capital Group Private Client Services
California
$1.08M -$125K -3,115 -10%
MGIA
210
Moneta Group Investment Advisors
Missouri
$1.03M +$14.6K +364 +1%
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$1.02M +$1.02M +25,435 New
AllianceBernstein
212
AllianceBernstein
Tennessee
$1.01M -$42.7K -1,062 -4%
Bessemer Group
213
Bessemer Group
New Jersey
$1.01M +$721K +17,907 +250%
LC
214
Lincoln Capital
Nebraska
$1M +$201 +5 +0%
M&T Bank
215
M&T Bank
New York
$990K +$108K +2,686 +12%
CT
216
Colonial Trust
South Carolina
$952K +$124K +3,084 +15%
Legal & General Group
217
Legal & General Group
United Kingdom
$920K
OAM
218
Oppenheimer Asset Management
New York
$917K +$173K +4,297 +23%
AA
219
Ancora Advisors
Ohio
$882K +$1.89K +47 +0.2%
BFC
220
Blue Fin Capital
Rhode Island
$882K -$9.16K -228 -1%
WCM Investment Management
221
WCM Investment Management
California
$861K -$18.3K -454 -2%
Citigroup
222
Citigroup
New York
$843K -$69.9K -1,732 -8%
WT
223
Whittier Trust
California
$829K +$59.8K +1,489 +8%
MA
224
Mutual Advisors
Nebraska
$808K +$808K +20,113 New
WW
225
Waterfront Wealth
Kansas
$792K -$5.14K -128 -0.6%