We are live on ! Find out more
BAM icon

Brookfield Asset Management
BAM

548 hedge funds and large institutions have $14B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $17.6M

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $11.3B → $14B (+$2.65B)

4% more funds holding

Funds holding: 526 → 548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.73% less ownership

Funds ownership: 67.1% → 66.37% (-0.73%)

20% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 190

Holders
548
Holders Change
+22
Holders Change %
+4.18%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
76
Increased
152
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$170M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$73.4M
3
CB
Cooke & Bieler
Pennsylvania
+$44M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$32.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$32.4M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$173M
2
Goldman Sachs
Goldman Sachs
New York
-$93.2M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$64.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
-$46.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
401
Wolverine Asset Management
Illinois
$126K – – –
Simplex Trading
402
Simplex Trading
Illinois
$125K -$298K -7,120 -73%
Public Employees Retirement Association of Colorado
403
Public Employees Retirement Association of Colorado
Colorado
$123K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$119K – – –
PMAM
405
Picton Mahoney Asset Management
Ontario, Canada
$118K +$105K +2,500 New
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$117K +$1.47K +35 +1%
IWA
407
Icon Wealth Advisors
Texas
$101K +$89.2K +2,128 New
Barclays
408
Barclays
United Kingdom
$94.7K -$27.7K -662 -25%
GA
409
GoalVest Advisory
New York
$94.1K – – –
DZ Bank
410
DZ Bank
Germany
$91K – – –
RhumbLine Advisers
411
RhumbLine Advisers
Massachusetts
$87.9K -$4.82K -115 -6%
AIM
412
Anchor Investment Management
South Carolina
$87.2K – – –
LC
413
Lindbrook Capital
California
$85.3K +$587 +14 +0.8%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$81.1K -$3.69K -88 -5%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$77.2K +$27.7K +662 +68%
FP
416
Financial Perspectives
Minnesota
$76.6K – – –
CH
417
Cromwell Holdings
Wyoming
$75.2K – – –
HFS
418
HBC Financial Services
Washington
$75K +$8.38K +200 +17%
EWA
419
EverSource Wealth Advisors
Alabama
$74.9K -$76.4K -1,824 -54%
LI
420
Louisbourg Investments
New Brunswick, Canada
$68.7K -$1.55K -37 -2%
KFI
421
Key Financial Inc
Pennsylvania
$67.3K – – –
PA
422
Parallel Advisors
California
$66.9K +$16K +382 +37%
LB
423
Legacy Bridge
Iowa
$64.5K – – –
CA
424
Continuum Advisory
Idaho
$62.2K +$13.8K +329 +42%
FMP
425
Financial Management Professionals
Texas
$62K -$2.51K -60 -4%
15 16
17
18 19

BAM Hedge Fund Activity: Q3 2024 in Review

548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q3 2024, worth a combined $14B — up 23% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BAM positions and 47 closed out — a net gain of 29 holders — while 152 added to existing stakes and 190 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $170M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $173M.

  • 548 institutional investors held Brookfield Asset Management (BAM) as of Q3 2024, up from 526 in Q2 2024.
  • Funds reported $14B of Brookfield Asset Management stock for Q3 2024, up 23% quarter-over-quarter.
  • 76 funds opened new Brookfield Asset Management positions in Q3 2024 and 47 closed out, a net change of +29 holders.
  • The largest Brookfield Asset Management buyer in Q3 2024 was Royal Bank of Canada, an estimated $170M added.
  • The largest Brookfield Asset Management seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $173M sold.

Based on aggregated 13F filings for Q3 2024.