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Brookfield Asset Management
BAM

458 hedge funds and large institutions have $8.35B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $17.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

21% more capital invested

Capital invested by funds: $6.93B → $8.35B (+$1.42B)

4% more funds holding

Funds holding: 441 → 458 (+17)

1.92% more ownership

Funds ownership: 59.92% → 61.84% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
458
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
152
Closed
61
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$516M
2
Capital World Investors
Capital World Investors
California
+$353M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.9M
4
Bank of America
Bank of America
North Carolina
+$65.4M
5
DWA
Douglass Winthrop Advisors
New York
+$58.9M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$132M
4
BC
Brookfield Corp
Ontario, Canada
-$66.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$63.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMS
126
Pictet Asset Management (Switzerland)
Switzerland
$4.04M -$6.01K -185 -0.1%
DMIC
127
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.02M -$6.33M -194,982 -61%
Aviva
128
Aviva
United Kingdom
$3.98M -$611K -18,826 -13%
PIC
129
Portland Investment Counsel
Ontario, Canada
$3.86M +$3.39M +104,450 +766%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$3.83M +$3.8M +117,013 New
LDB
131
Lee, Danner & Bass
Tennessee
$3.77M +$20.3K +625 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.52M -$474K -14,600 -12%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$3.48M +$215K +6,607 +7%
MFWM
134
Motley Fool Wealth Management
Virginia
$3.39M -$39.7K -1,221 -1%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$3.33M +$3.31M +101,885 New
CGIM
136
Capital Group Investment Management
Singapore
$3.22M -$360K -11,074 -10%
CCA
137
Cobblestone Capital Advisors
New York
$3.2M -$136K -4,190 -4%
ACIM
138
Azimuth Capital Investment Management
Michigan
$3.18M +$2.4M +74,001 +320%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.15M +$152K +4,674 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.14M – – –
CC
141
Cannell & Co
New York
$3.03M -$4.49M -138,392 -60%
BZWA
142
Blue Zone Wealth Advisors
California
$2.95M +$2.93M +90,213 New
Truist Financial
143
Truist Financial
North Carolina
$2.9M -$205K -6,313 -7%
Amundi
144
Amundi
France
$2.88M -$4.91M -151,196 -62%
VDBMI
145
Van Den Berg Management I
Texas
$2.81M +$6.14K +189 +0.2%
UCFA
146
United Capital Financial Advisors
Texas
$2.74M +$379K +11,671 +16%
CCM
147
Canal Capital Management
Virginia
$2.67M -$20.6K -635 -0.8%
Creative Planning
148
Creative Planning
Kansas
$2.63M -$3.83K -118 -0.1%
SSWM
149
Smith Salley Wealth Management
North Carolina
$2.63M +$139K +4,268 +6%
MMA
150
Mizuho Markets Americas
New York
$2.45M – – –
4 5
6
7 8

BAM Hedge Fund Activity: Q1 2023 in Review

458 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2023, worth a combined $8.35B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BAM positions and 61 closed out — a net gain of 24 holders — while 140 added to existing stakes and 152 trimmed.

The largest buyer was Capital International Investors, adding an estimated $516M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $154M.

  • 458 institutional investors held Brookfield Asset Management (BAM) as of Q1 2023, up from 441 in Q4 2022.
  • Funds reported $8.35B of Brookfield Asset Management stock for Q1 2023, up 21% quarter-over-quarter.
  • 85 funds opened new Brookfield Asset Management positions in Q1 2023 and 61 closed out, a net change of +24 holders.
  • The largest Brookfield Asset Management buyer in Q1 2023 was Capital International Investors, an estimated $516M added.
  • The largest Brookfield Asset Management seller in Q1 2023 was Jarislowsky, Fraser Ltd, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.