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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.

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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$576M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$398M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$230M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Burgundy Asset Management
Ontario, Canada
$67.1M -$1.89M -46,914 -3%
First Manhattan
27
First Manhattan
New York
$61.9M -$3.79M -94,422 -6%
Toronto Dominion Bank
28
Toronto Dominion Bank
Ontario, Canada
$61.8M +$773K +19,242 +1%
Invesco
29
Invesco
Georgia
$59.4M -$4.69M -116,640 -7%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$58.7M +$2.62M +65,278 +5%
Bank of America
31
Bank of America
North Carolina
$58.2M -$4.82M -119,940 -8%
MAM
32
Madison Asset Management
Wisconsin
$57.8M +$35M +870,700 +153%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$55.2M +$8.53M +167,563 +18%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$53M +$1.68M +41,485 +3%
MBI
35
Montrusco Bolton Investments
Quebec, Canada
$50.8M -$17.4M -430,718 -26%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$48.6M +$41.9M +1,043,740 +627%
Corient Private Wealth
37
Corient Private Wealth
Florida
$48.5M +$7.76M +193,166 +19%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$47.9M +$12.7M +315,000 +36%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$47.5M -$517K -12,800 -1%
SC
40
Scotia Capital
Ontario, Canada
$40.3M +$1M +24,996 +3%
AM
41
AGF Management
Ontario, Canada
$35.6M +$2.08M +51,603 +6%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$35.2M -$400K -9,935 -1%
FAM
43
Fenimore Asset Management
New York
$34.9M +$425K +10,570 +1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$29M +$12.1M +302,267 +72%
BAMCO Inc
45
BAMCO Inc
New York
$28M +$2.1M +52,194 +8%
Wells Fargo
46
Wells Fargo
California
$27.8M +$4.06M +100,997 +17%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$27.6M -$2.02M -50,368 -7%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2M -$1.26M -30,457 -4%
QI
49
QV Investors
Alberta, Canada
$27.2M +$27.2M +673,860 New
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$26.9M +$5.31M +136,995 +25%
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