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Brookfield Asset Management
BAM

Overview Fund Activity

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$476M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$840M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$76.4M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$525M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$2.65M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$192M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$139M
5
Morgan Stanley
Morgan Stanley
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
476
Castleview Partners
Texas
$252 +$84 +2 +50%
SS
477
Sunbelt Securities
Texas
$174 – – –
RIL
478
Rothschild Investment LLC
Illinois
$168 – – –
SN
479
Sittner & Nelson
Oregon
$168 – – –
AEPWM
480
Atlantic Edge Private Wealth Management
Florida
$127 – – –
DFA
481
DHJJ Financial Advisors
Illinois
$43 – – –
FGAM
482
Financial Gravity Asset Management
Texas
$24 – – –
Citadel Advisors
483
Citadel Advisors
Florida
– -$9.63M -239,792 Closed
WMSA
484
Weiss Multi-Strategy Advisers
New York
– -$6.68M -166,244 Closed
Squarepoint
485
Squarepoint
New York
– -$5.27M -131,134 Closed
BA
486
Bridgewater Associates
Connecticut
– -$2.63M -65,259 Closed
Parallax Volatility Advisers
487
Parallax Volatility Advisers
California
– -$2.02M -50,297 Closed
BNP Paribas Financial Markets
488
BNP Paribas Financial Markets
France
– -$1.92M -47,704 Closed
Susquehanna International Group
489
Susquehanna International Group
Pennsylvania
– -$1.88M -46,854 Closed
GCP
490
GSA Capital Partners
United Kingdom
– -$1.73M -43,166 Closed
State of New Jersey Common Pension Fund D
491
State of New Jersey Common Pension Fund D
New Jersey
– -$1.48M -36,877 Closed
Dimensional Fund Advisors
492
Dimensional Fund Advisors
Texas
– -$1.38M -34,411 Closed
GWM
493
Graybill Wealth Management
Illinois
– -$1.16M -28,887 Closed
II
494
Inspire Investing
Idaho
– -$783K -19,493 Closed
Luther King Capital Management (LKCM)
495
Luther King Capital Management (LKCM)
Texas
– -$693K -17,245 Closed
BWP
496
Balboa Wealth Partners
Arizona
– -$615K -15,300 Closed
Wolverine Trading
497
Wolverine Trading
Illinois
– -$532K -13,250 Closed
XT
498
XTX Topco
Cayman Islands
– -$464K -11,549 Closed
Group One Trading
499
Group One Trading
Illinois
– -$374K -9,318 Closed
BC
500
Bridgefront Capital
Texas
– -$278K -6,914 Closed
17 18 19
20
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