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Brookfield Asset Management
BAM

Overview Fund Activity

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$476M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$840M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$76.4M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$525M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$2.65M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$192M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$139M
5
Morgan Stanley
Morgan Stanley
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
451
M&R Capital Management
New Jersey
$2.09K – – –
FPB
452
First PREMIER Bank
South Dakota
$2K +$2K +47 New
KFS
453
Kelly Financial Services
Massachusetts
$1.87K – – –
SAG
454
Spotlight Asset Group
Illinois
$1.81K +$1.81K +43 New
NSIM
455
North Star Investment Management
Illinois
$1.68K – – –
JWM
456
Janiczek Wealth Management
Colorado
$1.6K – – –
OPTFSNA
457
Old Point Trust & Financial Services N A
Virginia
$1.56K – – –
AWM
458
Abound Wealth Management
Tennessee
$1.36K – – –
BAM
459
Bellevue Asset Management
Washington
$1.22K -$84 -2 -6%
MA
460
MCF Advisors
Kentucky
$1.18K – – –
IGWM
461
ICA Group Wealth Management
Colorado
$1.14K – – –
FG
462
Fairman Group
Pennsylvania
$1.05K – – –
C
463
Covestor
United Kingdom
$1K – – –
CPG
464
Cornerstone Planning Group
New Jersey
$900 +$900 +23 New
BWP
465
Baldwin Wealth Partners
Massachusetts
$672 – – –
RFA
466
Register Financial Advisors
Georgia
$645 +$645 +15 New
ME
467
McIlrath & Eck
Washington
$588 – – –
SJIM
468
St. Johns Investment Management
Florida
$546 – – –
EWM
469
Evermay Wealth Management
Virginia
$463 – – –
CFD
470
Creative Financial Designs
Indiana
$462 – – –
BWAM
471
Boyd Watterson Asset Management
Ohio
$378 +$378 +9 New
PWMG
472
Private Wealth Management Group
New Jersey
$337 +$337 +8 New
Macquarie Group
473
Macquarie Group
Australia
$336 +$336 +8 New
TC
474
Truvestments Capital
Florida
$252 – – –
EBA
475
Eagle Bay Advisors
New York
$252 – – –
17 18
19
20 21