BAM icon

Brookfield Asset Management
BAM

Overview Fund Activity

456 hedge funds and large institutions have $8.34B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 151 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+18
Holders Change %
+4.11%
% 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
151
Closed
60
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
$602M
2
Capital World Investors
Capital World Investors
California
$511M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$353M
4
Bank of America
Bank of America
North Carolina
$107M
5
DWA
Douglass Winthrop Advisors
New York
$59.3M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.06M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$582M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$59.3M
4
BC
Brookfield Corp
Ontario, Canada
$999M
5
Vanguard Group
Vanguard Group
Pennsylvania
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
126
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.02M -$6.38M -194,982 -61%
Aviva
127
Aviva
United Kingdom
$3.98M -$616K -18,826 -13%
PIC
128
Portland Investment Counsel
Ontario, Canada
$3.86M +$3.42M +104,450 +766%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$3.83M +$3.83M +117,013 New
LDB
130
Lee, Danner & Bass
Tennessee
$3.78M +$20.5K +625 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.52M -$478K -14,600 -12%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$3.48M +$216K +6,607 +7%
MFWM
133
Motley Fool Wealth Management
Virginia
$3.39M -$40K -1,221 -1%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$3.33M +$3.33M +101,885 New
CGIM
135
Capital Group Investment Management
Singapore
$3.22M -$362K -11,074 -10%
CCA
136
Cobblestone Capital Advisors
New York
$3.2M -$137K -4,190 -4%
ACIM
137
Azimuth Capital Investment Management
Michigan
$3.18M +$2.42M +74,001 +320%
Public Sector Pension Investment Board (PSP Investments)
138
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.15M +$153K +4,674 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
139
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.14M – – –
CC
140
Cannell & Co
New York
$3.03M -$4.53M -138,392 -60%
BZWA
141
Blue Zone Wealth Advisors
California
$2.95M +$2.95M +90,213 New
Truist Financial
142
Truist Financial
North Carolina
$2.9M -$207K -6,313 -7%
Amundi
143
Amundi
France
$2.88M -$4.78M -151,196 -62%
VDBMI
144
Van Den Berg Management I
Texas
$2.81M +$6.18K +189 +0.2%
UCFA
145
United Capital Financial Advisors
Texas
$2.74M +$382K +11,671 +16%
CCM
146
Canal Capital Management
Virginia
$2.67M -$20.8K -635 -0.8%
Creative Planning
147
Creative Planning
Kansas
$2.63M -$3.86K -118 -0.1%
SSWM
148
Smith Salley Wealth Management
North Carolina
$2.63M +$140K +4,268 +6%
MMA
149
Mizuho Markets Americas
New York
$2.45M – – –
MMC
150
Mizuho Markets Cayman
Cayman Islands
$2.45M +$2.45M +75,000 New
4 5
6
7 8