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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.

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 Market Value Shares Shares
Change
Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$1.02B 30,527,862 +30,527,862 New
Capital International Investors
2
Capital International Investors
California
$783M 23,480,926 -2,242,771 -9%
Capital World Investors
3
Capital World Investors
California
$744M 22,320,992 +4,070,925 +22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$512M 15,369,977 -1,686,223 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$474M 14,217,008 +1,313,734 +10%
Principal Financial Group
6
Principal Financial Group
Iowa
$392M 11,744,249 -138,981 -1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$364M 11,627,470 -586,195 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$347M 10,402,885 +120,714 +1%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$298M 8,902,390 +477,431 +6%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$230M 6,885,165 +365,237 +6%
Fidelity International
11
Fidelity International
Bermuda
$227M 6,812,661 +2,705,173 +66%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M 5,554,044 -1,215,880 -18%
Norges Bank
13
Norges Bank
Norway
$174M 5,223,366 +168,650 +3%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$164M 4,911,514 +19,578 +0.4%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$152M 4,568,603 -48,403 -1%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$137M 4,386,135 +545,429 +14%
ACM
17
AKRE Capital Management
Virginia
$115M 3,463,872 -227,812 -6%
DC
18
Davenport & Co
Virginia
$112M 3,338,332 -574,296 -15%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$108M 3,226,450 +27,783 +0.9%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$86.9M 2,605,513 -34,518 -1%
DWA
21
Douglass Winthrop Advisors
New York
$78.3M 2,347,254 +273,461 +13%
CB
22
Cooke & Bieler
Pennsylvania
$75M 2,249,286 -53,130 -2%
MG
23
Markel Group
Virginia
$73.1M 2,193,953
BAM
24
Burgundy Asset Management
Ontario, Canada
$57.4M 1,715,563 -7,299 -0.4%
MBI
25
Montrusco Bolton Investments
Quebec, Canada
$56.5M 1,688,565 +1,192,395 +240%