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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 %
CHA
376
Carmichael Hill & Associates
Maryland
$4.16K +$4.16K +145 New
SA
377
SRH Advisors
Kansas
$4K +$4K +127 New
BFEC
378
Benjamin F. Edwards & Company
Missouri
$4K +$4K +156 New
NECFA
379
New England Capital Financial Advisors
Connecticut
$3.94K +$3.94K +123 New
TFS
380
TrustCore Financial Services
Tennessee
$3.64K +$3.64K +127 New
GJIA
381
Glass Jacobson Investment Advisors
Maryland
$3.58K +$3.58K +125 New
PAI
382
Pittenger & Anderson Inc
Nebraska
$3.58K +$3.58K +125 New
HWA
383
HHM Wealth Advisors
Tennessee
$3.38K +$3.38K +118 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +113 New
OC
385
Oakworth Capital
Alabama
$2.81K +$2.81K +98 New
PWMG
386
Prestige Wealth Management Group
New Jersey
$2.78K +$2.78K +97 New
WPWM
387
Western Pacific Wealth Management
Illinois
$2.78K +$2.78K +97 New
SWM
388
Sugarloaf Wealth Management
Georgia
$2.52K +$2.52K +88 New
GIA
389
GHP Investment Advisors
Colorado
$2.38K +$2.38K +83 New
Allspring Global Investments
390
Allspring Global Investments
North Carolina
$2.35K +$2.35K +82 New
QCG
391
Quadrant Capital Group
Ohio
$2.27K +$2.27K +79 New
CCM
392
Cribstone Capital Management
Maine
$2.18K +$2.18K +76 New
EL
393
EMFO LLC
Florida
$2.15K +$2.15K +75 New
TAM
394
Tucker Asset Management
Colorado
$2.02K +$2.02K +69 New
PFG
395
Piershale Financial Group
Illinois
$1.95K +$1.95K +68 New
WTA
396
Washington Trust Advisors
Massachusetts
$1.95K +$1.95K +68 New
EWA
397
EverSource Wealth Advisors
Alabama
$1.95K +$1.95K +68 New
ETC
398
Exchange Traded Concepts
Oklahoma
$1.86K +$1.86K +65 New
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$1.72K +$1.72K +60 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$1.61K +$1.61K +56 New
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