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Brookfield Asset Management
BAM

Overview Fund Activity

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$454M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$279M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$464M
4
Capital World Investors
Capital World Investors
California
$987M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$576M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$398M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$230M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
426
GHP Investment Advisors
Colorado
$3.34K – – –
CAM
427
Costello Asset Management
Pennsylvania
$3.05K – – –
TFIPS
428
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.05K +$3.05K +76 New
EL
429
EMFO LLC
Florida
$3.01K – – –
BIA
430
Bell Investment Advisors
California
$2.89K -$40 -1 -1%
TAM
431
Tucker Asset Management
Colorado
$2.77K – – –
SL
432
Salomon & Ludwin
Virginia
$2.7K – – –
HIA
433
Harbor Investment Advisory
Maryland
$2.62K – – –
JFA
434
JNBA Financial Advisors
Minnesota
$2.45K – – –
SA
435
Scarborough Advisors
Maryland
$2.33K +$2.33K +58 New
SHIM
436
Stone House Investment Management
Pennsylvania
$2.02K +$2.02K +50 New
MRCM
437
M&R Capital Management
New Jersey
$2.02K – – –
ACM
438
Accent Capital Management
Ohio
$2.01K +$2.01K +50 New
BTI
439
Blue Trust Inc
Georgia
$2K -$2.91K -109 -59%
PA
440
Parallel Advisors
California
$1.97K -$361 -9 -16%
KFS
441
Kelly Financial Services
Massachusetts
$1.77K – – –
NSIM
442
North Star Investment Management
Illinois
$1.61K – – –
JWM
443
Janiczek Wealth Management
Colorado
$1.53K – – –
OPTFSNA
444
Old Point Trust & Financial Services N A
Virginia
$1.49K +$1.49K +37 New
AWM
445
Abound Wealth Management
Tennessee
$1.29K – – –
BAM
446
Bellevue Asset Management
Washington
$1.25K +$40 +1 +3%
LFG
447
Larson Financial Group
Missouri
$1.17K -$924 -23 -44%
MA
448
MCF Advisors
Kentucky
$1.13K – – –
IGWM
449
ICA Group Wealth Management
Colorado
$1.09K +$1.09K +27 New
FG
450
Fairman Group
Pennsylvania
$1K +$1K +25 New
16 17
18
19 20