Brookfield Asset Management
458 hedge funds and large institutions have $8.35B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 61 closing their positions.
119% more call options, than puts
Call options by funds: $38.5M | Put options by funds: $17.5M
39% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 61
21% more capital invested
Capital invested by funds: $6.93B → $8.35B (+$1.42B)
4% more funds holding
Funds holding: 441 → 458 (+17)
1.92% more ownership
Funds ownership: 59.92% → 61.84% (+1.9%)
8% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 152
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$516M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$353M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$65.4M |
| 5 |
DWA
Douglass Winthrop Advisors
New York
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$154M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$142M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$132M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$66.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$63.2M |
BAM Hedge Fund Activity: Q1 2023 in Review
458 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2023, worth a combined $8.35B — up 21% from $6.93B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BAM positions and 61 closed out — a net gain of 24 holders — while 140 added to existing stakes and 152 trimmed.
The largest buyer was Capital International Investors, adding an estimated $516M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $154M.
- 458 institutional investors held Brookfield Asset Management (BAM) as of Q1 2023, up from 441 in Q4 2022.
- Funds reported $8.35B of Brookfield Asset Management stock for Q1 2023, up 21% quarter-over-quarter.
- 85 funds opened new Brookfield Asset Management positions in Q1 2023 and 61 closed out, a net change of +24 holders.
- The largest Brookfield Asset Management buyer in Q1 2023 was Capital International Investors, an estimated $516M added.
- The largest Brookfield Asset Management seller in Q1 2023 was Jarislowsky, Fraser Ltd, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2023.