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Brookfield Asset Management
BAM

526 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 158

8% more funds holding

Funds holding: 485 → 526 (+41)

0.41% more ownership

Funds ownership: 66.69% → 67.1% (+0.41%)

3% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$322M)

47% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $41.8M

Holders
526
Holders Change
+41
Holders Change %
+8.45%
% of All Funds
7.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
158
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
3
Fidelity International
Fidelity International
Bermuda
+$109M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$86.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$71M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$85.6M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$36.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$31.3M
4
Capital World Investors
Capital World Investors
California
-$30.5M
5
Goldman Sachs
Goldman Sachs
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
451
The Family Firm
Maryland
$8.29K +$8.57K +218 New
KPP
452
Kings Path Partners
Texas
$7.15K +$7.39K +188 New
PB
453
Pinnacle Bancorp
Nebraska
$7.12K – – –
ZB
454
Zions Bancorporation
Utah
$7.08K -$2.87K -73 -28%
FHA
455
First Horizon Advisors
Tennessee
$6.54K +$1.02K +26 +18%
DAM
456
Delta Asset Management
Tennessee
$5.9K – – –
CHA
457
Carmichael Hill & Associates
Maryland
$5.52K – – –
CFO
458
CVA Family Office
Colorado
$5.44K – – –
PCA
459
Providence Capital Advisors
North Carolina
$5.4K – – –
NECFA
460
New England Capital Financial Advisors
Connecticut
$4.91K +$39 +1 +0.8%
OC
461
Oakworth Capital
Alabama
$4.83K – – –
PWMG
462
Prestige Wealth Management Group
New Jersey
$4.07K +$393 +10 +10%
ACM
463
Accent Capital Management
Ohio
$4.03K +$2.2K +56 +112%
GWSG
464
GPS Wealth Strategies Group
Colorado
$3.81K -$865 -22 -18%
WPWM
465
Western Pacific Wealth Management
Illinois
$3.69K – – –
BIA
466
Bell Investment Advisors
California
$3.54K -$2.24K -57 -38%
FGA
467
Fortis Group Advisors
New Jersey
$3.2K – – –
GIA
468
GHP Investment Advisors
Colorado
$3.16K – – –
Fifth Third Bancorp
469
Fifth Third Bancorp
Ohio
$3.16K -$13.6K -346 -81%
MVIP
470
Mar Vista Investment Partners
California
$3.12K -$750K -19,079 -100%
BTI
471
Blue Trust Inc
Georgia
$3.07K – – –
MCM
472
Manchester Capital Management
Vermont
$3.01K +$3.11K +79 New
CAM
473
Costello Asset Management
Pennsylvania
$2.89K – – –
TFIPS
474
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.89K – – –
EL
475
EMFO LLC
Florida
$2.85K – – –
17 18
19
20 21

BAM Hedge Fund Activity: Q2 2024 in Review

526 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2024, worth a combined $11.3B — down 2.8% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BAM positions and 44 closed out — a net gain of 48 holders — while 184 added to existing stakes and 158 trimmed.

The largest buyer was Vanguard Group, adding an estimated $218M. The largest seller was Principal Financial Group, cutting an estimated $85.6M.

  • 526 institutional investors held Brookfield Asset Management (BAM) as of Q2 2024, up from 485 in Q1 2024.
  • Funds reported $11.3B of Brookfield Asset Management stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 92 funds opened new Brookfield Asset Management positions in Q2 2024 and 44 closed out, a net change of +48 holders.
  • The largest Brookfield Asset Management buyer in Q2 2024 was Vanguard Group, an estimated $218M added.
  • The largest Brookfield Asset Management seller in Q2 2024 was Principal Financial Group, an estimated $85.6M sold.

Based on aggregated 13F filings for Q2 2024.