Brookfield Asset Management
452 hedge funds and large institutions have $8.58B invested in Brookfield Asset Management in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 59 closing their positions.
1.81% more ownership
Funds ownership: 61.84% → 63.65% (+1.8%)
3% more capital invested
Capital invested by funds: $8.35B → $8.58B (+$229M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 59
1% less funds holding
Funds holding: 458 → 452 (-6)
16% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 162
59% less call options, than puts
Call options by funds: $4.74M | Put options by funds: $11.6M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
501
Orion Capital Management
Coronado,
California
| – | -$1.67K | -51 | Closed |
|
|
CHC
502
City Holding Co
Charleston,
West Virginia
| – | -$1.44K | -44 | Closed |
|
|
SSC
503
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$916 | -28 | Closed |
|
|
SSG
504
Summit Securities Group
New York
| – | -$1K | -26 | Closed |
|
|
HCM
505
Hollencrest Capital Management
Newport Beach,
California
| – | -$687 | -21 | Closed |
|
|
CWC
506
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$589 | -18 | Closed |
|
|
SC
507
Schubert & Co
Mckinney,
Texas
| – | -$589 | -18 | Closed |
|
508
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$262 | -8 | Closed |
|
|
AAP
509
Arax Advisory Partners
Denver,
Colorado
| – | -$131 | -4 | Closed |
|
BAM Hedge Fund Activity: Q2 2023 in Review
452 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2023, worth a combined $8.58B — up 2.7% from $8.35B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BAM and 55 opened new positions — a net loss of 4 holders — while 162 trimmed existing stakes and 136 added.
The largest buyer was Capital International Investors, adding an estimated $236M. The largest seller was Fidelity International, cutting an estimated $75.6M.
- 452 institutional investors held Brookfield Asset Management (BAM) as of Q2 2023, down from 458 in Q1 2023.
- Funds reported $8.58B of Brookfield Asset Management stock for Q2 2023, up 2.7% quarter-over-quarter.
- 55 funds opened new Brookfield Asset Management positions in Q2 2023 and 59 closed out, a net change of -4 holders.
- The largest Brookfield Asset Management buyer in Q2 2023 was Capital International Investors, an estimated $236M added.
- The largest Brookfield Asset Management seller in Q2 2023 was Fidelity International, an estimated $75.6M sold.
Based on aggregated 13F filings for Q2 2023.