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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
FCA
476
FinTrust Capital Advisors
South Carolina
$2.82K +$2.91K +74 New
JFA
477
JNBA Financial Advisors
Minnesota
$2.78K +$472 +12 +20%
TAM
478
Tucker Asset Management
Colorado
$2.63K – – –
RF
479
Robinswood Financial
Washington
$2.51K – – –
HIA
480
Harbor Investment Advisory
Maryland
$2.47K -$1.85K -47 -42%
DMIC
481
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.32K -$9.51K -242 -80%
BCMLT
482
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.02K +$2.08K +53 New
CTC
483
Cetera Trust Company
Minnesota
$1.98K +$2.04K +52 New
BWP
484
Baldwin Wealth Partners
Massachusetts
$1.94K +$1.38K +35 +219%
CP
485
Castleview Partners
Texas
$1.94K +$1.77K +45 +750%
SHIM
486
Stone House Investment Management
Pennsylvania
$1.93K – – –
CPG
487
Cornerstone Planning Group
New Jersey
$1.93K +$1.02K +26 +113%
MRCM
488
M&R Capital Management
New Jersey
$1.9K – – –
VCM
489
Versant Capital Management
Arizona
$1.83K +$1.89K +48 New
MCA
490
Maryland Capital Advisors
Maryland
$1.75K +$1.81K +46 New
RI
491
Ridgewood Investments
New Jersey
$1.75K +$1.81K +46 New
KFS
492
Kelly Financial Services
Massachusetts
$1.7K +$39 +1 +2%
SAG
493
Spotlight Asset Group
Illinois
$1.64K – – –
AssetMark Inc
494
AssetMark Inc
California
$1.6K +$1.65K +42 New
NSIM
495
North Star Investment Management
Illinois
$1.52K – – –
JWM
496
Janiczek Wealth Management
Colorado
$1.45K – – –
OPTFSNA
497
Old Point Trust & Financial Services N A
Virginia
$1.41K – – –
AWM
498
Abound Wealth Management
Tennessee
$1.24K +$39 +1 +3%
BAM
499
Bellevue Asset Management
Washington
$1.1K – – –
CAM
500
Creekmur Asset Management
Illinois
$1.1K +$1.14K +29 New
18 19
20
21 22

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.