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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
CB
26
Cooke & Bieler
Pennsylvania
$74.5M -$843K -21,445 -1%
MBI
27
Montrusco Bolton Investments
Quebec, Canada
$67.8M +$13.2M +334,535 +23%
MAM
28
Madison Asset Management
Wisconsin
$66.3M +$5.11M +129,955 +8%
JP Morgan Chase
29
JP Morgan Chase
New York
$64M +$7.24M +184,116 +12%
BCIM
30
British Columbia Investment Management
British Columbia, Canada
$63M -$6.42M -163,245 -9%
BAM
31
Burgundy Asset Management
Ontario, Canada
$59.5M -$1.56M -39,652 -2%
Invesco
32
Invesco
Georgia
$56.7M +$748K +19,021 +1%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$55.4M +$3.11M +79,028 +6%
Corient Private Wealth
34
Corient Private Wealth
Florida
$55M +$5.17M +131,430 +10%
First Manhattan
35
First Manhattan
New York
$51.1M -$2.58M -65,677 -5%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$45.9M +$580K +14,750 +1%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.3M +$1.22M +31,000 +3%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$45M +$16.1M +408,300 +53%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$42.2M +$43.6M +1,108,018 New
SC
40
Scotia Capital
Ontario, Canada
$40.8M +$2.37M +60,236 +6%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.8M +$18.5M +471,583 +89%
AM
42
AGF Management
Ontario, Canada
$38.7M +$13M +329,573 +48%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$37.4M -$31.3M -796,399 -45%
FAM
44
Fenimore Asset Management
New York
$35.5M +$927K +23,576 +3%
Toronto Dominion Bank
45
Toronto Dominion Bank
Ontario, Canada
$33.8M +$4.31M +109,618 +14%
BAMCO Inc
46
BAMCO Inc
New York
$31.8M +$4.12M +104,884 +14%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$30.8M +$895K +22,768 +3%
Charles Schwab
48
Charles Schwab
California
$30M +$31M +789,259 New
Wells Fargo
49
Wells Fargo
California
$27.6M +$1.55M +39,358 +6%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$26.5M -$269K -6,839 -1%
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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.