Brookfield Asset Management
570 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 46 closing their positions.
65% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 46
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
31% more call options, than puts
Call options by funds: $28.5M | Put options by funds: $21.8M
15% more capital invested
Capital invested by funds: $14B → $16.1B (+$2.15B)
4% more funds holding
Funds holding: 548 → 570 (+22)
0.6% more ownership
Funds ownership: 66.37% → 66.97% (+0.6%)
9% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$203M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$164M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$110M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$73.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$106M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$95.5M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$80.4M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$72.1M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$56.8M |
BAM Hedge Fund Activity: Q4 2024 in Review
570 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2024, worth a combined $16.1B — up 15% from $14B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new BAM positions and 46 closed out — a net gain of 30 holders — while 171 added to existing stakes and 188 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $203M. The largest seller was Norges Bank, cutting an estimated $106M.
- 570 institutional investors held Brookfield Asset Management (BAM) as of Q4 2024, up from 548 in Q3 2024.
- Funds reported $16.1B of Brookfield Asset Management stock for Q4 2024, up 15% quarter-over-quarter.
- 76 funds opened new Brookfield Asset Management positions in Q4 2024 and 46 closed out, a net change of +30 holders.
- The largest Brookfield Asset Management buyer in Q4 2024 was William Blair Investment Management, an estimated $203M added.
- The largest Brookfield Asset Management seller in Q4 2024 was Norges Bank, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2024.