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Brookfield Asset Management

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: 526548 (+22)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HC
451
Hara Capital
Washington
$26.7K +$23.6K +564 New
TCOV
452
Trust Company of Vermont
Vermont
$26.6K
IA
453
IFP Advisors
Florida
$26.5K +$4.69K +112 +25%
WI
454
Wintrust Investments
Illinois
$26K -$222K -5,290 -90%
Nisa Investment Advisors
455
Nisa Investment Advisors
Missouri
$25.5K
NA
456
NewEdge Advisors
Louisiana
$25.2K
GRP
457
Global Retirement Partners
California
$24.5K -$15K -358 -41%
PFPT
458
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.4K -$389K -9,280 -95%
AF
459
Allworth Financial
California
$19.8K -$7.29K -174 -29%
M
460
MOTCO
Texas
$19.8K +$7.12K +170 +69%
BFP
461
Briaud Financial Planning
Texas
$19K
CB
462
Community Bank
New York
$18.1K
MHR
463
Matthew Hamilton Rosenberg
$17.9K
ADL
464
Asset Dedication LLC
California
$16K
PWMG
465
Prestige Wealth Management Group
New Jersey
$15.7K +$9.38K +224 +209%
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$15.6K +$10.3K +247 +298%
BTI
467
Blue Trust Inc
Georgia
$14.8K +$13.2K +315 +432%
PS
468
Planned Solutions
California
$14.2K +$12.6K +300 New
Lazard Asset Management
469
Lazard Asset Management
New York
$14K
GI
470
GAMMA Investing
California
$14K -$5.07K -121 -29%
CAS
471
Coppell Advisory Solutions
Texas
$13.5K
RWM
472
Reston Wealth Management
Virginia
$13.1K +$11.6K +276 New
OC
473
Oarsman Capital
Wisconsin
$11.6K +$10.3K +245 New
LIS
474
Legacy Investment Solutions
Idaho
$10.8K +$7.96K +190 New
LWMI
475
Legacy Wealth Management (Idaho)
Idaho
$10.8K +$7.96K +190 New

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.