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Brookfield Asset Management
BAM

Overview Fund Activity

471 hedge funds and large institutions have $10.9B invested in Brookfield Asset Management in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+26
Holders Change %
+5.84%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
76
Increased
133
Reduced
166
Closed
44
Calls
$21.9M
Puts
$72M
Net Calls
-$50.1M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$454M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$279M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$464M
4
Capital World Investors
Capital World Investors
California
$987M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$576M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$398M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$230M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
Private Management Group
California
$4.55M -$2.14M -53,237 -32%
SCTC
127
Sanibel Captiva Trust Company
Florida
$4.53M +$4.53M +112,829 New
Amundi
128
Amundi
France
$4.45M +$1.13M +29,251 +34%
MFWM
129
Motley Fool Wealth Management
Virginia
$4.09M -$39.3K -981 -1%
NSCM
130
New South Capital Management
Tennessee
$3.95M -$40.2K -1,000 -1%
ACIM
131
Azimuth Capital Investment Management
Michigan
$3.9M -$65.6K -1,633 -2%
LDB
132
Lee, Danner & Bass
Tennessee
$3.85M -$701K -17,442 -15%
SSWM
133
Smith Salley Wealth Management
North Carolina
$3.73M +$204K +5,081 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.54M -$796K -19,811 -18%
Brown Advisory
135
Brown Advisory
Maryland
$3.38M -$57.4K -1,430 -2%
CCM
136
Canal Capital Management
Virginia
$3.28M +$285K +7,088 +10%
JAM
137
JCIC Asset Management
Ontario, Canada
$3.26M -$7.23K -180 -0.2%
CTA
138
Colonial Trust Advisors
South Carolina
$3.18M -$11.5K -286 -0.4%
TW
139
TritonPoint Wealth
Maryland
$3.13M +$3.13M +77,873 New
Creative Planning
140
Creative Planning
Kansas
$3.08M -$36.1K -898 -1%
OCAM
141
Onex Canada Asset Management
Ontario, Canada
$3.07M -$3.21M -79,895 -51%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$3.03M +$2.96M +73,700 +4,178%
MMA
143
Mizuho Markets Americas
New York
$3.01M – – –
Truist Financial
144
Truist Financial
North Carolina
$2.96M -$151K -3,764 -5%
CAN
145
Cetera Advisor Networks
California
$2.95M -$1.62M -40,110 -35%
RG
146
Rathbones Group
United Kingdom
$2.91M +$833K +20,638 +40%
TYCC
147
Texas Yale Capital Corp
Florida
$2.86M +$213K +5,311 +8%
HPG
148
Harvest Portfolios Group
Ontario, Canada
$2.72M -$18.8K -468 -0.7%
GC
149
Guardian Capital
Ontario, Canada
$2.66M -$80.7K -2,000 -3%
BA
150
Bridgewater Associates
Connecticut
$2.63M +$464K +11,496 +21%
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