Brookfield Asset Management
475 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 133 increasing their positions, 167 reducing their positions, and 44 closing their positions.
75% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 44
24% more capital invested
Capital invested by funds: $8.78B → $10.9B (+$2.08B)
6% more funds holding
Funds holding: 448 → 475 (+27)
1.43% more ownership
Funds ownership: 63.9% → 65.33% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
20% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 167
70% less call options, than puts
Call options by funds: $21.9M | Put options by funds: $72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$152M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$125M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$87.7M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$75.8M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$66.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$309M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$73M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$58.4M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$39M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$33.4M |
BAM Hedge Fund Activity: Q4 2023 in Review
475 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2023, worth a combined $10.9B — up 24% from $8.78B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BAM positions and 44 closed out — a net gain of 33 holders — while 133 added to existing stakes and 167 trimmed.
The largest buyer was Fidelity International, adding an estimated $152M. The largest seller was Capital International Investors, cutting an estimated $309M.
- 475 institutional investors held Brookfield Asset Management (BAM) as of Q4 2023, up from 448 in Q3 2023.
- Funds reported $10.9B of Brookfield Asset Management stock for Q4 2023, up 24% quarter-over-quarter.
- 77 funds opened new Brookfield Asset Management positions in Q4 2023 and 44 closed out, a net change of +33 holders.
- The largest Brookfield Asset Management buyer in Q4 2023 was Fidelity International, an estimated $152M added.
- The largest Brookfield Asset Management seller in Q4 2023 was Capital International Investors, an estimated $309M sold.
Based on aggregated 13F filings for Q4 2023.