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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Fiera Capital (Canada)
201
Fiera Capital (Canada)
Quebec, Canada
$1.29M +$653K +15,529 +102%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$1.26M -$37K -881 -3%
Marshall Wace
203
Marshall Wace
United Kingdom
$1.22M +$1.22M +29,100 New
SWP
204
Strategic Wealth Partners
Ohio
$1.2M -$330K -7,861 -22%
Two Sigma Advisers
205
Two Sigma Advisers
New York
$1.2M -$496K -11,800 -29%
KSWA
206
Kathleen S. Wright Associates
Pennsylvania
$1.15M -$86.8K -2,131 -7%
TPCM
207
Templeton & Phillips Capital Management
Tennessee
$1.14M
TCCM
208
Timber Creek Capital Management
Massachusetts
$1.14M -$765K -18,197 -40%
CWM
209
Chemistry Wealth Management
New York
$1.13M -$277K -6,594 -20%
FHB
210
First Hawaiian Bank
Hawaii
$1.12M +$626K +14,889 +128%
Citigroup
211
Citigroup
New York
$1.12M +$238K +5,658 +27%
A
212
Allianz
Germany
$1.11M +$1.11M +19,543 New
AIM
213
Aigen Investment Management
New York
$1.08M +$1.08M +25,633 New
MGIA
214
Moneta Group Investment Advisors
Missouri
$1.08M -$387K -6,800 -26%
CRWM
215
Castle Rock Wealth Management
California
$1.07M +$1.07M +27,930 New
M&T Bank
216
M&T Bank
New York
$1.06M +$22.8K +542 +2%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$1.05M -$16.6K -395 -2%
Bessemer Group
218
Bessemer Group
New Jersey
$1.04M -$13.4K -320 -1%
CT
219
Colonial Trust
South Carolina
$1.03M +$36.1K +859 +4%
LC
220
Lincoln Capital
Nebraska
$1.03M -$20.3K -483 -2%
CQS
221
Credential Qtrade Securities
$1.03M -$227K -5,400 -18%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$1.01M +24,065 New
AllianceBernstein
223
AllianceBernstein
Tennessee
$1.01M -$51.8K -1,233 -5%
Legal & General Group
224
Legal & General Group
United Kingdom
$997K +$35.1K +835 +4%
AA
225
Ancora Advisors
Ohio
$983K +$60.4K +1,437 +7%