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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
MA
501
MCF Advisors
Kentucky
$1.07K – – –
IGWM
502
ICA Group Wealth Management
Colorado
$1.03K – – –
FG
503
Fairman Group
Pennsylvania
$951 – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$723 +$747 +19 New
RFA
505
Register Financial Advisors
Georgia
$589 – – –
RAM
506
Riggs Asset Management
Pennsylvania
$571 +$590 +15 New
ME
507
McIlrath & Eck
Washington
$533 – – –
GLR
508
Great Lakes Retirement
Ohio
$533 +$550 +14 New
SJIM
509
St. Johns Investment Management
Florida
$495 – – –
RIL
510
Rothschild Investment LLC
Illinois
$457 +$315 +8 +200%
CFD
511
Creative Financial Designs
Indiana
$419 – – –
EWM
512
Evermay Wealth Management
Virginia
$419 – – –
W
513
WealthCollab
Washington
$343 +$354 +9 New
Macquarie Group
514
Macquarie Group
Australia
$305 – – –
PWMG
515
Private Wealth Management Group
New Jersey
$305 – – –
SIC
516
SJS Investment Consulting
Ohio
$305 +$315 +8 New
EBA
517
Eagle Bay Advisors
New York
$228 – – –
SS
518
Sunbelt Securities
Texas
$158 – – –
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$153 +$157 +4 New
SN
520
Sittner & Nelson
Oregon
$152 – – –
AEPWM
521
Atlantic Edge Private Wealth Management
Florida
$115 – – –
GI
522
Gradient Investments
Minnesota
$114 +$118 +3 New
NMG
523
New Millennium Group
Utah
$114 +$118 +3 New
LFG
524
Larson Financial Group
Missouri
$76 +$79 +2 New
DFA
525
DHJJ Financial Advisors
Illinois
$39 – – –
19 20
21
22 23

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.