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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 %
OCM
401
Orion Capital Management
California
$1.46K +$1.46K +51 New
ACA
402
Atlas Capital Advisors
Wyoming
$1.32K +$1.32K +46 New
MA
403
Montag & Associates
Georgia
$1.29K +$1.29K +45 New
CHC
404
City Holding Co
West Virginia
$1.26K +$1.26K +44 New
AF
405
Allworth Financial
California
$1.26K +$1.26K +44 New
KFS
406
Kelly Financial Services
Massachusetts
$1.23K +$1.23K +43 New
JWM
407
Janiczek Wealth Management
Colorado
$1.18K +$1.18K +38 New
BCM
408
Bourgeon Capital Management
Connecticut
$1.08K +$1.08K +38 New
GRP
409
Global Retirement Partners
California
$1K +$1K +35 New
BAM
410
Baldrige Asset Management
Pennsylvania
$1K +$1K +27 New
FMP
411
Financial Management Professionals
Texas
$1K +$1K +47 New
LFG
412
Larson Financial Group
Missouri
$831 +$831 +29 New
IGWM
413
ICA Group Wealth Management
Colorado
$774 +$774 +27 New
RBC
414
Romano Brothers & Co
Illinois
$745 +$745 +26 New
BIA
415
Bell Investment Advisors
California
$659 +$659 +23 New
HCM
416
Hollencrest Capital Management
California
$602 +$602 +21 New
FPFS
417
First Personal Financial Services
North Carolina
$545 +$545 +19 New
SC
418
Schubert & Co
Texas
$516 +$516 +18 New
PA
419
Parallel Advisors
California
$487 +$487 +17 New
RFA
420
Register Financial Advisors
Georgia
$423 +$423 +15 New
ME
421
McIlrath & Eck
Washington
$401 +$401 +14 New
SJIM
422
St. Johns Investment Management
Florida
$373 +$373 +13 New
CFD
423
Creative Financial Designs
Indiana
$315 +$315 +11 New
TC
424
Truvestments Capital
Florida
$287 +$287 +10 New
USCWA
425
U.S. Capital Wealth Advisors
Texas
$201 +$201 +7 New
14 15 16
17
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