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Brookfield Asset Management
BAM

Overview Fund Activity

438 hedge funds and large institutions have $6.92B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 438 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+438
Holders Change %
–
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
438
Increased
–
Reduced
–
Closed
–
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$934M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$635M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$369M
4
Principal Financial Group
Principal Financial Group
Iowa
$357M
5
Vanguard Group
Vanguard Group
Pennsylvania
$344M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Radnor Capital Management
Pennsylvania
$539K +$539K +17,518 New
EP
227
EPIQ Partners
Minnesota
$530K +$530K +18,492 New
SF
228
Synovus Financial
Georgia
$530K +$530K +18,497 New
GF
229
Gabelli Funds
New York
$526K +$526K +18,349 New
Corient Private Wealth
230
Corient Private Wealth
Florida
$525K +$525K +18,316 New
Ensign Peak Advisors
231
Ensign Peak Advisors
Utah
$521K +$521K +17,069 New
AOWM
232
Alpha Omega Wealth Management
Virginia
$511K +$511K +17,810 New
CP
233
Cumberland Partners
Ontario, Canada
$494K +$494K +17,262 New
AA
234
Ancora Advisors
Ohio
$493K +$493K +17,182 New
V
235
Veritable
Delaware
$489K +$489K +17,068 New
LFM
236
LGT Fund Management
Liechtenstein
$488K +$488K +17,044 New
OAM
237
Oppenheimer Asset Management
New York
$472K +$472K +16,462 New
RC
238
Roundview Capital
New Jersey
$467K +$467K +16,300 New
PCM
239
PenderFund Capital Management
British Columbia, Canada
$458K +$458K +11,824 New
GCM
240
GoodHaven Capital Management
New Jersey
$457K +$457K +15,937 New
CGH
241
Crossmark Global Holdings
Texas
$447K +$447K +15,598 New
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$444K +$444K +15,483 New
TPCM
243
Templeton & Phillips Capital Management
Tennessee
$442K +$442K +15,409 New
MVIP
244
Mar Vista Investment Partners
California
$440K +$440K +15,341 New
SCM
245
SOL Capital Management
Maryland
$435K +$435K +15,162 New
MWM
246
Mascoma Wealth Management
New Hampshire
$432K +$432K +15,075 New
HI
247
Hendershot Investments
Virginia
$429K +$429K +14,977 New
CCG
248
Cloverfields Capital Group
Minnesota
$429K +$429K +14,951 New
HA
249
Herold Advisors
New York
$424K +$424K +14,817 New
CTA
250
Colonial Trust Advisors
South Carolina
$420K +$420K +14,641 New
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