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Brookfield Asset Management

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.73% less ownership

Funds ownership: 67.1%66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M +$1.45M +34,521 New
State Street
202
State Street
Massachusetts
$1.58M -$73.5K -1,755 -5%
Ensign Peak Advisors
203
Ensign Peak Advisors
Utah
$1.57M
RJFSA
204
Raymond James Financial Services Advisors
Florida
$1.55M +$23.3K +556 +2%
FC
205
FORA Capital
Florida
$1.51M -$629K -15,020 -32%
Truist Financial
206
Truist Financial
North Carolina
$1.51M -$1.35M -32,319 -50%
CT
207
Colonial Trust
South Carolina
$1.47M +$133K +3,173 +11%
CRWM
208
Castle Rock Wealth Management
California
$1.43M +$19.7K +471 +2%
SCM
209
SOL Capital Management
Maryland
$1.42M +$67.8K +1,617 +6%
ECM
210
ExodusPoint Capital Management
New York
$1.4M -$5.98M -142,688 -83%
Legal & General Group
211
Legal & General Group
United Kingdom
$1.39M -$536K -12,804 -30%
TIAA Trust, National Association
212
TIAA Trust, National Association
North Carolina
$1.38M
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$1.38M +$11.6K +278 +1%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$1.37M -$14K -333 -1%
Man Group
215
Man Group
United Kingdom
$1.36M +$613K +14,620 +103%
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
$1.36M +$1.2M +28,717 New
SWP
217
Strategic Wealth Partners
Ohio
$1.35M +$419 +10 +0%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$1.34M -$58.7K -1,400 -5%
AIM
219
Aigen Investment Management
New York
$1.34M -$564K -13,456 -32%
KSWA
220
Kathleen S. Wright Associates
Pennsylvania
$1.32M
TCCM
221
Timber Creek Capital Management
Massachusetts
$1.28M -$2.47K -59 -0.2%
NB
222
NBT Bank
New York
$1.27M +$73.4K +1,753 +7%
CCM
223
Copeland Capital Management
Pennsylvania
$1.25M -$32.2K -768 -3%
Cerity Partners
224
Cerity Partners
New York
$1.23M +$222K +5,298 +26%
AF
225
Aviso Financial
Ontario, Canada
$1.23M +$59.6K +1,422 +6%