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Brookfield Asset Management
BAM

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

Top Buyers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
+$980M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$667M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$388M
4
Principal Financial Group
Principal Financial Group
Iowa
+$375M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$362M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
251
Colonial Trust Advisors
South Carolina
$420K +$441K +14,641 New
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
$407K +$316K +10,500 New
GWMI
253
Guardian Wealth Management (Illinois)
Illinois
$397K +$417K +13,851 New
PIC
254
Portland Investment Counsel
Ontario, Canada
$391K +$410K +13,642 New
THWM
255
Taylor Hoffman Wealth Management
Virginia
$374K +$392K +13,034 New
ASN
256
Advisory Services Network
Georgia
$363K +$381K +12,665 New
FFH
257
Fairfax Financial Holdings
Ontario, Canada
$361K +$379K +12,583 New
NIM
258
Needham Investment Management
New York
$360K +$378K +12,570 New
N
259
Natixis
France
$357K +$374K +12,422 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$351K +$368K +12,236 New
AIM
261
Allen Investment Management
New York
$337K +$354K +11,759 New
PP
262
Pacifica Partners
Canada
$331K +$356K +11,841 New
Prudential Financial
263
Prudential Financial
New Jersey
$323K +$340K +11,306 New
MGP
264
Metis Global Partners
California
$321K +$338K +11,220 New
JHCP
265
Jackson Hole Capital Partners
Oklahoma
$312K +$328K +10,895 New
BTWM
266
Baker Tilly Wealth Management
Wisconsin
$311K +$327K +10,857 New
GI
267
GAMCO Investors
Connecticut
$306K +$321K +10,671 New
CIP
268
Capital Insight Partners
Arizona
$305K +$321K +10,653 New
QCM
269
Quantinno Capital Management
New York
$304K +$320K +10,625 New
Assenagon Asset Management
270
Assenagon Asset Management
Luxembourg
$304K +$320K +10,640 New
US Bancorp
271
US Bancorp
Minnesota
$299K +$313K +10,413 New
BCA
272
Bray Capital Advisors
Florida
$296K +$311K +10,330 New
WT
273
Whittier Trust
California
$286K +$300K +9,972 New
CCM
274
Check Capital Management
California
$285K +$299K +9,952 New
BFS
275
Bradley Foster & Sargent
Connecticut
$278K +$292K +9,693 New
9 10
11
12 13

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.