Brookfield Asset Management
452 hedge funds and large institutions have $8.58B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.
1.81% more ownership
Funds ownership: 61.84% → 63.65% (+1.8%)
3% more capital invested
Capital invested by funds: $8.35B → $8.58B (+$229M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 59
1% less funds holding
Funds holding: 458 → 452 (-6)
16% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 162
59% less call options, than puts
Call options by funds: $4.74M | Put options by funds: $11.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$236M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$150M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$84.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.5M |
| 5 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$75.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$50M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$45.1M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$45.1M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$36.7M |
BAM Hedge Fund Activity: Q2 2023 in Review
452 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2023, worth a combined $8.58B — up 2.7% from $8.35B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BAM and 55 opened new positions — a net loss of 4 holders — while 162 trimmed existing stakes and 136 added.
The largest buyer was Capital International Investors, adding an estimated $236M. The largest seller was Fidelity International, cutting an estimated $75.6M.
- 452 institutional investors held Brookfield Asset Management (BAM) as of Q2 2023, down from 458 in Q1 2023.
- Funds reported $8.58B of Brookfield Asset Management stock for Q2 2023, up 2.7% quarter-over-quarter.
- 55 funds opened new Brookfield Asset Management positions in Q2 2023 and 59 closed out, a net change of -4 holders.
- The largest Brookfield Asset Management buyer in Q2 2023 was Capital International Investors, an estimated $236M added.
- The largest Brookfield Asset Management seller in Q2 2023 was Fidelity International, an estimated $75.6M sold.
Based on aggregated 13F filings for Q2 2023.