D.E. Shaw & Co
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D.E. Shaw & Co’s Brookfield Asset Management BAM Stock Holding History

D.E. Shaw & Co’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,450
Closed -$959K – 4431
2022
Q4 		$959K Buy
+33,450
New +$1.01M ﹤0.01% 3473

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co's BAM Position: Q1 2026 in Review

D.E. Shaw & Co increased its Brookfield Asset Management (BAM) stake by 41% in Q1 2026, buying an estimated $27.8M and bringing the position to 1,958,552 shares worth $87.1M. The position accounts for 0.05% of the portfolio, ranked #430.

D.E. Shaw & Co first reported a position in BAM in Q4 2022 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • D.E. Shaw & Co held 1,958,552 shares of Brookfield Asset Management worth $87.1M as of Q1 2026.
  • D.E. Shaw & Co bought 568,862 Brookfield Asset Management shares in Q1 2026, an estimated $27.8M.
  • Brookfield Asset Management made up 0.05% of D.E. Shaw & Co's portfolio in Q1 2026, its #430 holding.
  • D.E. Shaw & Co first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 7 quarters since.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.