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Brookfield Asset Management
BAM

Overview Fund Activity

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$476M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$840M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$76.4M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$525M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$2.65M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$192M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$139M
5
Morgan Stanley
Morgan Stanley
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
251
Gabelli Funds
New York
$661K -$36.8K -875 -5%
CANC
252
Culbertson A N & Co
Virginia
$636K -$36.7K -874 -5%
USAA
253
United Services Automobile Association
Texas
$615K +$102K +2,428 +20%
VPIM
254
Vanguard Personalized Indexing Management
California
$611K +$42.5K +1,011 +7%
HA
255
Herold Advisors
New York
$598K -$24.6K -584 -4%
DAS
256
Diversify Advisory Services
Utah
$566K +$566K +13,491 New
PS
257
Principal Securities
Iowa
$555K +$47.1K +1,121 +9%
US Bancorp
258
US Bancorp
Minnesota
$542K -$13.8K -328 -2%
TGAM
259
TBH Global Asset Management
Tennessee
$535K +$42 +1 +0%
PAG
260
Private Advisor Group
New Jersey
$529K +$3.45K +82 +0.7%
NIM
261
Needham Investment Management
New York
$529K – – –
T. Rowe Price Associates
262
T. Rowe Price Associates
Maryland
$528K +$4.49K +107 +0.9%
FDP
263
Financiere des Professionnels
Quebec, Canada
$526K -$125K -2,981 -19%
P
264
Pitcairn
Pennsylvania
$525K +$525K +12,498 New
HCM
265
Highlander Capital Management
New Jersey
$518K +$5.51K +131 +1%
HI
266
Hendershot Investments
Virginia
$515K – – –
THWM
267
Taylor Hoffman Wealth Management
Virginia
$503K -$9.71K -231 -2%
AIM
268
Allen Investment Management
New York
$494K – – –
PP
269
Pacifica Partners
Canada
$488K -$2.86K -69 -0.6%
ACM
270
Advisors Capital Management
New Jersey
$481K +$11.4K +272 +2%
MGP
271
Metis Global Partners
California
$468K -$44.9K -1,068 -9%
KIA
272
Kraematon Investment Advisors
Massachusetts
$467K -$1.56K -37 -0.3%
Aviva
273
Aviva
United Kingdom
$465K -$3.7K -88 -0.8%
SWM
274
Salvus Wealth Management
New Jersey
$458K -$3.66K -87 -0.8%
MCC
275
Malaga Cove Capital
California
$454K +$9.24K +220 +2%
9 10
11
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