We are live on ! Find out more
BAM icon

Brookfield Asset Management

441 hedge funds and large institutions have $6.93B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 441 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.92% more ownership

Funds ownership: 0%59.92% (+60%)

92% less call options, than puts

Call options by funds: $106K | Put options by funds: $1.41M

Holders
441
Holders Change
+441
Holders Change %
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.1%
New
441
Increased
Reduced
Closed
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
401
Kayne Anderson Rudnick Investment Management
California
$1.72K +$1.8K +60 New
JWA
402
JFS Wealth Advisors
Pennsylvania
$1.61K +$1.69K +56 New
OCM
403
Orion Capital Management
California
$1.46K +$1.53K +51 New
ACA
404
Atlas Capital Advisors
Wyoming
$1.32K +$1.38K +46 New
MA
405
Montag & Associates
Georgia
$1.29K +$1.35K +45 New
AF
406
Allworth Financial
California
$1.26K +$1.32K +44 New
CHC
407
City Holding Co
West Virginia
$1.26K +$1.32K +44 New
KFS
408
Kelly Financial Services
Massachusetts
$1.23K +$1.29K +43 New
JWM
409
Janiczek Wealth Management
Colorado
$1.18K +$1.14K +38 New
BCM
410
Bourgeon Capital Management
Connecticut
$1.07K +$1.14K +38 New
GRP
411
Global Retirement Partners
California
$1K +$1.05K +35 New
BAM
412
Baldrige Asset Management
Pennsylvania
$1K +$812 +27 New
FMP
413
Financial Management Professionals
Texas
$1K +$1.41K +47 New
LFG
414
Larson Financial Group
Missouri
$831 +$873 +29 New
IGWM
415
ICA Group Wealth Management
Colorado
$774 +$812 +27 New
RBC
416
Romano Brothers & Co
Illinois
$745 +$782 +26 New
BIA
417
Bell Investment Advisors
California
$659 +$692 +23 New
HCM
418
Hollencrest Capital Management
California
$602 +$632 +21 New
FPFS
419
First Personal Financial Services
North Carolina
$545 +$572 +19 New
SC
420
Schubert & Co
Texas
$516 +$542 +18 New
PA
421
Parallel Advisors
California
$487 +$512 +17 New
ASBI
422
American State Bank (Iowa)
Iowa
$459 +$481 +16 New
RFA
423
Register Financial Advisors
Georgia
$423 +$451 +15 New
ME
424
McIlrath & Eck
Washington
$401 +$421 +14 New
SJIM
425
St. Johns Investment Management
Florida
$373 +$391 +13 New

BAM Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2022, worth a combined $6.93B.

Buyers outnumbered sellers: 441 funds opened new BAM positions and 0 closed out — a net gain of 441 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $980M.

  • 441 institutional investors held Brookfield Asset Management (BAM) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $6.93B of Brookfield Asset Management stock for Q4 2022.
  • 441 funds opened new Brookfield Asset Management positions in Q4 2022 and 0 closed out, a net change of +441 holders.
  • The largest Brookfield Asset Management buyer in Q4 2022 was Brookfield Corp, an estimated $980M added.

Based on aggregated 13F filings for Q4 2022.