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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 %
C
451
Covestor
United Kingdom
$1K +$190 +4 +24%
AWM
452
Avior Wealth Management
Nebraska
$803 – – –
BWP
453
Baldwin Wealth Partners
Massachusetts
$643 – – –
ME
454
McIlrath & Eck
Washington
$562 – – –
SJIM
455
St. Johns Investment Management
Florida
$522 – – –
CFD
456
Creative Financial Designs
Indiana
$442 – – –
EWM
457
Evermay Wealth Management
Virginia
$442 – – –
TC
458
Truvestments Capital
Florida
$241 -$8.56K -213 -97%
EBA
459
Eagle Bay Advisors
New York
$241 – – –
SS
460
Sunbelt Securities
Texas
$165 -$6.97K -169 -98%
CP
461
Castleview Partners
Texas
$161 – – –
TF
462
Tompkins Financial
New York
$161 – – –
SN
463
Sittner & Nelson
Oregon
$161 – – –
RIL
464
Rothschild Investment LLC
Illinois
$161 +$161 +4 New
M
465
MOTCO
Texas
$121 – – –
NMG
466
New Millennium Group
Utah
$121 – – –
AEPWM
467
Atlantic Edge Private Wealth Management
Florida
$121 +$121 +3 New
DFA
468
DHJJ Financial Advisors
Illinois
$41 – – –
CAS
469
Coppell Advisory Solutions
Texas
$40 +$40 +1 New
SFM
470
Soros Fund Management
New York
$40 +$40 +1 New
TAM
471
Timucuan Asset Management
Florida
– -$21.4M -641,761 Closed
State of Wisconsin Investment Board
472
State of Wisconsin Investment Board
Wisconsin
– -$15.2M -454,399 Closed
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
– -$5.8M -174,067 Closed
OPERF
474
Oregon Public Employees Retirement Fund
Oregon
– -$4.31M -128,700 Closed
DMIC
475
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$4.19M -125,234 Closed
17 18
19
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