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Brookfield Asset Management
BAM

570 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

31% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $21.8M

15% more capital invested

Capital invested by funds: $14B → $16.1B (+$2.15B)

4% more funds holding

Funds holding: 548 → 570 (+22)

0.6% more ownership

Funds ownership: 66.37% → 66.97% (+0.6%)

9% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 188

Holders
570
Holders Change
+22
Holders Change %
+4.01%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
76
Increased
171
Reduced
188
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$203M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$164M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$110M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$73.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$43.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$106M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$95.5M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$80.4M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$72.1M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$35.2M +$3.22M +59,652 +10%
MSC
52
MUFG Securities (Canada)
New York
$30.8M +$12.8M +237,323 +72%
CA
53
Cortland Associates
Missouri
$30.7M -$494K -9,156 -2%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$30.3M -$6.11M -113,134 -17%
Jane Street
55
Jane Street
New York
$29.2M +$15.6M +289,345 +116%
MBI
56
Montrusco Bolton Investments
Quebec, Canada
$28.1M -$8.26M -153,028 -23%
Deutsche Bank
57
Deutsche Bank
Germany
$27.9M +$5.26M +97,497 +23%
1832 Asset Management
58
1832 Asset Management
Ontario, Canada
$27.1M -$321K -5,945 -1%
SFG
59
Sather Financial Group
Texas
$26.9M -$25.3K -469 -0.1%
CLOS
60
Compagnie Lombard Odier SCmA
Switzerland
$26M +$783K +14,500 +3%
BRIM
61
Broad Run Investment Management
Virginia
$25.5M -$3.48M -64,474 -12%
LCP
62
LGT Capital Partners
Switzerland
$25M -$3.89M -72,000 -13%
AC
63
Addenda Capital
Quebec, Canada
$24.5M -$438K -8,104 -3%
AFIA
64
America First Investment Advisors
Nebraska
$24.4M -$1.34M -24,856 -5%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$23.4M -$902K -16,712 -4%
Millennium Management
66
Millennium Management
New York
$23.3M +$22.5M +416,562 +2,964%
Northern Trust
67
Northern Trust
Illinois
$23.1M +$8.9M +164,809 +63%
QI
68
QV Investors
Alberta, Canada
$22.5M -$7.59M -140,546 -25%
Ameriprise
69
Ameriprise
Minnesota
$22.2M +$12.8M +236,495 +139%
MAMU
70
Marathon Asset Management (UK)
United Kingdom
$22.1M -$705K -13,062 -3%
SBH
71
Segall Bryant & Hamill
Illinois
$21.5M -$400K -7,408 -2%
PIC
72
Portland Investment Counsel
Ontario, Canada
$21.3M – – –
MCI
73
McDonald Capital Investors
California
$21M -$286K -5,304 -1%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$20.8M -$189K -3,498 -0.9%
Renaissance Technologies
75
Renaissance Technologies
New York
$19.7M -$443K -8,200 -2%
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BAM Hedge Fund Activity: Q4 2024 in Review

570 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2024, worth a combined $16.1B — up 15% from $14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BAM positions and 46 closed out — a net gain of 30 holders — while 171 added to existing stakes and 188 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $203M. The largest seller was Norges Bank, cutting an estimated $106M.

  • 570 institutional investors held Brookfield Asset Management (BAM) as of Q4 2024, up from 548 in Q3 2024.
  • Funds reported $16.1B of Brookfield Asset Management stock for Q4 2024, up 15% quarter-over-quarter.
  • 76 funds opened new Brookfield Asset Management positions in Q4 2024 and 46 closed out, a net change of +30 holders.
  • The largest Brookfield Asset Management buyer in Q4 2024 was William Blair Investment Management, an estimated $203M added.
  • The largest Brookfield Asset Management seller in Q4 2024 was Norges Bank, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.