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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.

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 Market Value Shares Shares
Change
Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$1.24B 30,807,960 +280,098 +0.9%
Capital World Investors
2
Capital World Investors
California
$987M 24,562,364 +2,241,372 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$616M 15,346,023 -23,954 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$611M 15,203,285 +986,277 +7%
Capital International Investors
5
Capital International Investors
California
$576M 14,326,993 -9,153,933 -39%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$464M 11,498,183 +2,595,793 +29%
Fidelity International
7
Fidelity International
Bermuda
$454M 11,314,071 +4,501,410 +66%
Principal Financial Group
8
Principal Financial Group
Iowa
$453M 11,279,357 -464,892 -4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$425M 10,573,649 +170,764 +2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$398M 9,898,649 -1,728,821 -15%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$279M 6,922,224 +3,695,774 +115%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$255M 6,341,977 +1,955,842 +45%
Norges Bank
13
Norges Bank
Norway
$239M 5,960,434 +737,068 +14%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$230M 5,730,076 -1,155,089 -17%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$163M 4,039,030 -872,484 -18%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$144M 3,579,553 -989,050 -22%
ACM
17
AKRE Capital Management
Virginia
$139M 3,455,966 -7,906 -0.2%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M 3,395,100 -2,158,944 -39%
DC
19
Davenport & Co
Virginia
$134M 3,324,763 -13,569 -0.4%
Goldman Sachs
20
Goldman Sachs
New York
$131M 3,271,256 +1,773,549 +118%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$115M 2,868,951 +263,438 +10%
DWA
22
Douglass Winthrop Advisors
New York
$99.7M 2,470,640 +123,386 +5%
MG
23
Markel Group
Virginia
$88.1M 2,193,953
CB
24
Cooke & Bieler
Pennsylvania
$87.7M 2,184,286 -65,000 -3%
Morgan Stanley
25
Morgan Stanley
New York
$83.3M 2,073,360 +1,025,945 +98%