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Brookfield Asset Management
BAM

Overview Fund Activity

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$204M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$222M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$217M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$903M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$43.3M

Top Sellers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$144M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$1.76M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$641M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$159M
5
CB
5
Cooke & Bieler
Pennsylvania
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
526
Carolina Wealth Advisors
South Carolina
$2.55K – – –
RI
527
Ridgewood Investments
New Jersey
$2.44K – – –
SFG
528
Stonebridge Financial Group
Pennsylvania
$2.38K +$2.38K +44 New
CPG
529
Cornerstone Planning Group
New Jersey
$2.31K – – –
NSIM
530
North Star Investment Management
Illinois
$2.17K – – –
OPTFSNA
531
Old Point Trust & Financial Services N A
Virginia
$2.01K – – –
HCP
532
Hexagon Capital Partners
Arkansas
$1.9K +$1.25K +23 +192%
YP
533
YANKCOM Partnership
South Dakota
$1.9K +$1.9K +35 New
AWM
534
Abound Wealth Management
Tennessee
$1.79K – – –
GSWM
535
Golden State Wealth Management
California
$1.79K +$1.79K +33 New
CAM
536
Creekmur Asset Management
Illinois
$1.57K – – –
DRP
537
Decker Retirement Planning
Utah
$1.57K +$1.57K +29 New
BTI
538
Blue Trust Inc
Georgia
$1.52K -$19.5K -360 -93%
BWL
539
Bogart Wealth LLC
Virginia
$1.46K +$1.46K +27 New
BAM
540
Bellevue Asset Management
Washington
$1.41K – – –
CWP
541
Concord Wealth Partners
Virginia
$1.19K – – –
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$1.03K -$16.9K -311 -94%
JWA
543
JFS Wealth Advisors
Pennsylvania
$1.03K – – –
C
544
Covestor
United Kingdom
$1K +$192 +5 +24%
SN
545
Sittner & Nelson
Oregon
$922 +$705 +13 +325%
RAM
546
Riggs Asset Management
Pennsylvania
$819 – – –
ME
547
McIlrath & Eck
Washington
$759 – – –
SJIM
548
St. Johns Investment Management
Florida
$704 – – –
FG
549
Fairman Group
Pennsylvania
$650 -$704 -13 -52%
VHAM
550
Van Hulzen Asset Management
California
$597 +$597 +11 New
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22
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