We are live on ! Find out more
BAM icon

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
Natixis Advisors
76
Natixis Advisors
Massachusetts
$14.2M +$7.39M +187,990 +102%
MFWM
77
Motley Fool Wealth Management
Virginia
$13.6M +$10.1M +256,227 +253%
Wellington Management Group
78
Wellington Management Group
Massachusetts
$13M +$60.9K +1,549 +0.5%
GCAC
79
Guardian Capital Advisors (Canada)
Ontario, Canada
$12.5M +$519K +13,192 +4%
Jane Street
80
Jane Street
New York
$12.5M +$5.43M +138,220 +73%
N
81
Nuveen
North Carolina
$12.3M +$75.7K +1,926 +0.6%
Canada Life
82
Canada Life
Manitoba, Canada
$11.9M -$4.46M -113,401 -27%
Renaissance Technologies
83
Renaissance Technologies
New York
$11.7M +$6.48M +164,900 +115%
BFS
84
Baskin Financial Services
Ontario, Canada
$11.4M -$654K -16,639 -5%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$11.1M +$6.78M +172,386 +144%
UBS Group
86
UBS Group
Switzerland
$10.7M +$198K +5,049 +2%
HKAM
87
Horizon Kinetics Asset Management
New York
$10.3M -$3.94M -100,300 -27%
NEI
88
Northwest & Ethical Investments
Ontario, Canada
$10.2M +$386K +9,809 +4%
KS
89
Karpas Strategies
Connecticut
$10.1M +$40.3K +1,025 +0.4%
MFAM
90
Motley Fool Asset Management
Virginia
$10.1M +$8.36M +212,709 +383%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$9.74M +$648K +16,484 +7%
Amundi
92
Amundi
France
$9.23M +$1.83M +46,480 +24%
TAM
93
Tocqueville Asset Management
New York
$9.13M -$60.8K -1,546 -0.6%
Stifel Financial
94
Stifel Financial
Missouri
$8.84M -$1.05M -26,789 -10%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$8.26M +$3.02M +76,793 +55%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$8.18M +$295K +7,502 +4%
CII
97
Capital International Inc
California
$8.13M +$1.27M +32,405 +18%
FAF
98
Första AP-fonden
Sweden
$8.12M -$727K -18,500 -8%
RJA
99
Raymond James & Associates
Florida
$7.71M -$3.88M -98,613 -33%
BFA
100
Bragg Financial Advisors
North Carolina
$7.64M +$7.89M +200,683 New
2 3
4
5 6

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.