BAM icon

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.

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

Top Sellers

1
Capital International Investors
Capital International Investors
California
$576M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$398M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$230M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
476
D.E. Shaw & Co
New York
– -$4.17M -125,012 Closed
CC
477
Centiva Capital
New York
– -$5.32M -117,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
478
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.9M -117,000 Closed
Renaissance Technologies
479
Renaissance Technologies
New York
– -$2.75M -82,300 Closed
IIM
480
Intact Investment Management
Quebec, Canada
– -$1.4M -41,891 Closed
RWM
481
Rezny Wealth Management
Florida
– -$1.01M -30,405 Closed
SSA
482
Schonfeld Strategic Advisors
New York
– -$1M -30,000 Closed
Tudor Investment Corp
483
Tudor Investment Corp
Connecticut
– -$964K -28,926 Closed
FFA
484
First Foundation Advisors
California
– -$897K -26,916 Closed
TWD
485
True Wealth Design
Ohio
– -$792K -23,752 Closed
N
486
Natixis
France
– -$709K -21,260 Closed
CF
487
Canoe Financial
Alberta, Canada
– -$682K -20,461 Closed
CW
488
CreativeOne Wealth
Kansas
– -$671K -20,131 Closed
AGA
489
Accuvest Global Advisors
Utah
– -$531K -15,916 Closed
AIM
490
Aigen Investment Management
New York
– -$475K -14,244 Closed
KACA
491
Kayne Anderson Capital Advisors
California
– -$350K -10,500 Closed
FHC
492
First Heartland Consultants
Missouri
– -$344K -10,275 Closed
OC
493
Oppenheimer & Co
New York
– -$340K -10,210 Closed
TC
494
TownSquare Capital
Utah
– -$330K -9,887 Closed
ALAM
495
Asahi Life Asset Management
Japan
– -$281K -8,380 Closed
AAS
496
Avantax Advisory Services
Texas
– -$258K -7,740 Closed
SG Americas Securities
497
SG Americas Securities
New York
– -$322K -7,148 Closed
IA
498
IFP Advisors
Florida
– -$92.3K -2,768 Closed
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
– -$50.2K -1,506 Closed
CFB
500
Cullen/Frost Bankers
Texas
– -$35K -1,050 Closed
17 18 19
20
21