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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
A
526
AlphaQuest
New York
$38 +$39 +1 New
Sumitomo Mitsui Trust Group
527
Sumitomo Mitsui Trust Group
Japan
– -$36.4M -865,336 Closed
JFG
528
Jefferies Financial Group
New York
– -$9.45M -225,000 Closed
PP
529
Prudential plc
United Kingdom
– -$9.29M -221,120 Closed
VOYA Investment Management
530
VOYA Investment Management
Georgia
– -$4.36M -103,732 Closed
ACM
531
AKRE Capital Management
Virginia
– -$2.65M -63,000 Closed
OGC
532
Oak Grove Capital
New Hampshire
– -$1.76M -41,972 Closed
Marshall Wace
533
Marshall Wace
United Kingdom
– -$1.22M -29,100 Closed
TPCM
534
Templeton & Phillips Capital Management
Tennessee
– -$1.14M -27,303 Closed
SSA
535
Schonfeld Strategic Advisors
New York
– -$923K -21,964 Closed
CSS
536
Cubist Systematic Strategies
Connecticut
– -$907K -21,578 Closed
WCM Investment Management
537
WCM Investment Management
California
– -$846K -20,128 Closed
A
538
Allianz
Germany
– -$1.11M -19,543 Closed
FDP
539
Financiere des Professionnels
Quebec, Canada
– -$526K -12,506 Closed
P
540
Pitcairn
Pennsylvania
– -$525K -12,498 Closed
RCM
541
Radnor Capital Management
Pennsylvania
– -$356K -8,478 Closed
IIM
542
INTECH Investment Management
Florida
– -$340K -8,089 Closed
DADC
543
D.A. Davidson & Co
Montana
– -$314K -7,473 Closed
PCM
544
Parsons Capital Management
Rhode Island
– -$275K -6,537 Closed
SAG
545
SageView Advisory Group
California
– -$273K -6,490 Closed
DCM
546
DGS Capital Management
New Jersey
– -$268K -6,381 Closed
CCA
547
Cobblestone Capital Advisors
New York
– -$257K -6,119 Closed
KWM
548
Kingsview Wealth Management
Oregon
– -$250K -5,944 Closed
SCA
549
Snowden Capital Advisors
New York
– -$232K -5,518 Closed
RFC
550
Regions Financial Corp
Alabama
– -$226K -5,384 Closed
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.