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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 %
Barclays
276
Barclays
United Kingdom
$271K +$271K +9,435 New
TAM
277
Tocqueville Asset Management
New York
$263K +$263K +9,181 New
TWI
278
Thomas White International
Illinois
$258K +$258K +9,010 New
DWM
279
Dorchester Wealth Management
Quebec, Canada
$255K +$255K +8,909 New
BBHC
280
Brown Brothers Harriman & Co
New York
$254K +$254K +8,855 New
TC
281
TownSquare Capital
Utah
$244K +$244K +8,506 New
TRCT
282
Tower Research Capital (TRC)
New York
$242K +$242K +8,466 New
UIM
283
USS Investment Management
United Kingdom
$241K +$241K +8,400 New
BlackRock
284
BlackRock
New York
$239K +$239K +8,352 New
Comerica Bank
285
Comerica Bank
Texas
$232K +$232K +7,283 New
MIM
286
Meixler Investment Management
Arizona
$232K +$232K +8,080 New
SDWMA
287
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K +$231K +8,064 New
NIM
288
Nexus Investment Management
Ontario, Canada
$230K +$230K +8,032 New
PP
289
PDT Partners
New York
$229K +$229K +8,000 New
HCP
290
Holt Capital Partners
Texas
$226K +$226K +7,886 New
KAS
291
Kestra Advisory Services
Texas
$226K +$226K +7,884 New
RCA
292
Riverview Capital Advisers
Massachusetts
$226K +$226K +7,871 New
CL
293
CSS LLC
Illinois
$221K +$221K +7,713 New
EWM
294
Evercore Wealth Management
New York
$218K +$218K +7,618 New
STA
295
Summit Trail Advisors
New York
$216K +$216K +7,529 New
Westfield Capital Management
296
Westfield Capital Management
Massachusetts
$215K +$215K +7,507 New
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$209K +$209K +7,302 New
PGAM
298
Princeton Global Asset Management
New Jersey
$177K +$177K +6,163 New
SJIA
299
St. James Investment Advisors
New York
$175K +$175K +6,094 New
HFS
300
Hantz Financial Services
Michigan
$169K +$169K +5,907 New
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