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Brookfield Asset Management

441 hedge funds and large institutions have $6.93B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 441 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.92% more ownership

Funds ownership: 0%59.92% (+60%)

92% less call options, than puts

Call options by funds: $106K | Put options by funds: $1.41M

Holders
441
Holders Change
+441
Holders Change %
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.1%
New
441
Increased
Reduced
Closed
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QOP
226
Quinn Opportunity Partners
Virginia
$556K +$584K +19,400 New
RCM
227
Radnor Capital Management
Pennsylvania
$539K +$527K +17,518 New
EP
228
EPIQ Partners
Minnesota
$530K +$556K +18,492 New
SF
229
Synovus Financial
Georgia
$530K +$557K +18,497 New
GF
230
Gabelli Funds
New York
$526K +$552K +18,349 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$525K +$551K +18,316 New
Ensign Peak Advisors
232
Ensign Peak Advisors
Utah
$521K +$514K +17,069 New
AOWM
233
Alpha Omega Wealth Management
Virginia
$511K +$536K +17,810 New
CP
234
Cumberland Partners
Ontario, Canada
$494K +$519K +17,262 New
AA
235
Ancora Advisors
Ohio
$493K +$517K +17,182 New
V
236
Veritable
Delaware
$489K +$514K +17,068 New
LFM
237
LGT Fund Management
Liechtenstein
$488K +$513K +17,044 New
OAM
238
Oppenheimer Asset Management
New York
$472K +$495K +16,462 New
RC
239
Roundview Capital
New Jersey
$467K +$490K +16,300 New
PCM
240
PenderFund Capital Management
British Columbia, Canada
$458K +$356K +11,824 New
GCM
241
GoodHaven Capital Management
New Jersey
$457K +$480K +15,937 New
CGH
242
Crossmark Global Holdings
Texas
$447K +$469K +15,598 New
Luther King Capital Management (LKCM)
243
Luther King Capital Management (LKCM)
Texas
$444K +$466K +15,483 New
TPCM
244
Templeton & Phillips Capital Management
Tennessee
$442K +$464K +15,409 New
MVIP
245
Mar Vista Investment Partners
California
$440K +$462K +15,341 New
SCM
246
SOL Capital Management
Maryland
$435K +$456K +15,162 New
MWM
247
Mascoma Wealth Management
New Hampshire
$432K +$454K +15,075 New
HI
248
Hendershot Investments
Virginia
$429K +$451K +14,977 New
CCG
249
Cloverfields Capital Group
Minnesota
$429K +$450K +14,951 New
HA
250
Herold Advisors
New York
$424K +$446K +14,817 New

BAM Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2022, worth a combined $6.93B.

Buyers outnumbered sellers: 441 funds opened new BAM positions and 0 closed out — a net gain of 441 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $980M.

  • 441 institutional investors held Brookfield Asset Management (BAM) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $6.93B of Brookfield Asset Management stock for Q4 2022.
  • 441 funds opened new Brookfield Asset Management positions in Q4 2022 and 0 closed out, a net change of +441 holders.
  • The largest Brookfield Asset Management buyer in Q4 2022 was Brookfield Corp, an estimated $980M added.

Based on aggregated 13F filings for Q4 2022.