We are live on ! Find out more
BAM icon

Brookfield Asset Management

441 hedge funds and large institutions have $6.93B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 441 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.92% more ownership

Funds ownership: 0%59.92% (+60%)

92% less call options, than puts

Call options by funds: $106K | Put options by funds: $1.41M

Holders
441
Holders Change
+441
Holders Change %
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.1%
New
441
Increased
Reduced
Closed
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
126
Lee, Danner & Bass
Tennessee
$3.29M +$3.45M +114,750 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$3.22M +$3.38M +112,416 New
EBSAM
128
Eubel Brady & Suttman Asset Management
Ohio
$3.14M +$3.3M +109,652 New
CGIM
129
Capital Group Investment Management
Singapore
$3.14M +$3.29M +109,476 New
SCC
130
Steel Canyon Capital
Arizona
$3.01M +$3.16M +105,097 New
MFWM
131
Motley Fool Wealth Management
Virginia
$3M +$3.15M +104,736 New
AFIA
132
America First Investment Advisors
Nebraska
$2.93M +$3.07M +102,105 New
CCA
133
Cobblestone Capital Advisors
New York
$2.93M +$3.07M +102,051 New
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$2.86M +$3M +99,759 New
Citigroup
135
Citigroup
New York
$2.78M +$2.92M +97,009 New
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.75M +$2.89M +96,075 New
Truist Financial
137
Truist Financial
North Carolina
$2.72M +$2.86M +94,990 New
Public Sector Pension Investment Board (PSP Investments)
138
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M +$2.75M +91,503 New
CII
139
Capital International Inc
California
$2.49M +$2.62M +86,985 New
VDBMI
140
Van Den Berg Management I
Texas
$2.45M +$2.58M +85,616 New
EIG
141
EdgePoint Investment Group
Ontario, Canada
$2.45M +$2.58M +85,599 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$2.4M +$14.4M +478,512 New
LKIM
143
Lawson Kroeker Investment Management
Nebraska
$2.38M +$2.5M +82,944 New
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$2.36M +$2.48M +82,342 New
CCM
145
Canal Capital Management
Virginia
$2.36M +$2.47M +82,244 New
Creative Planning
146
Creative Planning
Kansas
$2.31M +$2.42M +80,459 New
Natixis Advisors
147
Natixis Advisors
Massachusetts
$2.18M +$2.29M +75,966 New
SSWM
148
Smith Salley Wealth Management
North Carolina
$2.18M +$2.29M +75,963 New
MMA
149
Mizuho Markets Americas
New York
$2.15M +$2.26M +75,000 New
UCFA
150
United Capital Financial Advisors
Texas
$2.06M +$2.17M +72,024 New

BAM Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2022, worth a combined $6.93B.

Buyers outnumbered sellers: 441 funds opened new BAM positions and 0 closed out — a net gain of 441 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $980M.

  • 441 institutional investors held Brookfield Asset Management (BAM) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $6.93B of Brookfield Asset Management stock for Q4 2022.
  • 441 funds opened new Brookfield Asset Management positions in Q4 2022 and 0 closed out, a net change of +441 holders.
  • The largest Brookfield Asset Management buyer in Q4 2022 was Brookfield Corp, an estimated $980M added.

Based on aggregated 13F filings for Q4 2022.