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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
+$209M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$57.3M
4
Goldman Sachs
Goldman Sachs
New York
+$44.8M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$41.6M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
-$143M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$99.4M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$32M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$30.9M
5
Morgan Stanley
Morgan Stanley
New York
-$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$314K -$7.52K -179 -2%
Prudential Financial
302
Prudential Financial
New Jersey
$298K +$15.5K +368 +5%
NFA
303
Northwest Financial Advisors
Virginia
$294K -$1.93K -46 -0.7%
STA
304
Summit Trail Advisors
New York
$294K – – –
EWM
305
Evercore Wealth Management
New York
$291K – – –
YCM
306
Yousif Capital Management
Michigan
$290K – – –
ASN
307
Advisory Services Network
Georgia
$289K +$21.2K +504 +8%
UM
308
UniSuper Management
Australia
$285K +$126K +2,206 +79%
CI
309
Cigna Investments
Connecticut
$284K – – –
RDIA
310
RE Dickinson Investment Advisors
Iowa
$284K +$55.4K +1,316 +24%
FT
311
Fiduciary Trust
Massachusetts
$282K +$36.3K +864 +15%
IWC
312
Integrated Wealth Concepts
Massachusetts
$275K -$19.2K -458 -7%
LIC
313
Laurus Investment Counsel
Canada
$275K – – –
PCM
314
Parsons Capital Management
Rhode Island
$275K – – –
SAG
315
SageView Advisory Group
California
$273K +$273K +6,490 New
DCM
316
DGS Capital Management
New Jersey
$268K +$37.1K +884 +16%
VF
317
Virtu Financial
New York
$262K -$149K -3,532 -36%
FIA
318
Foundations Investment Advisors
Arizona
$261K -$8.36K -199 -3%
BONST
319
Bank of Nova Scotia Trust
Ontario, Canada
$261K +$11.1K +263 +4%
PGAM
320
Princeton Global Asset Management
New Jersey
$259K – – –
NS
321
NBC Securities
Alabama
$258K +$503 +12 +0.2%
CCA
322
Cobblestone Capital Advisors
New York
$257K -$33.6K -800 -12%
GC
323
Gilbert & Cook
Iowa
$255K -$33.7K -801 -12%
AG
324
Ascent Group
Virginia
$255K +$255K +6,065 New
PSP
325
Principal Street Partners
Tennessee
$251K +$251K +6,302 New
11 12
13
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