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Brookfield Asset Management
BAM

Overview Fund Activity

522 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, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
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
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$620M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M
3
Fidelity International
3
Fidelity International
Bermuda
$548M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$515M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$114M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$336M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$37.4M
4
Capital World Investors
4
Capital World Investors
California
$904M
5
Goldman Sachs
5
Goldman Sachs
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
126
Intact Investment Management
Quebec, Canada
$4.83M +$4.83M +126,760 New
LTI
127
Laffer Tengler Investments
Tennessee
$4.47M +$286K +7,516 +7%
WB
128
West Bancorporation
Iowa
$4.46M +$4.46M +117,309 New
VDBMI
129
Van Den Berg Management I
Texas
$4.3M -$39.3K -1,033 -0.9%
BMO
130
Beck Mack & Oliver
New York
$4.22M -$283K -7,428 -6%
SSWM
131
Smith Salley Wealth Management
North Carolina
$4.09M +$205K +5,386 +5%
SPIA
132
Steward Partners Investment Advisory
New York
$4.03M -$575K -15,123 -12%
SCTC
133
Sanibel Captiva Trust Company
Florida
$3.88M -$274K -7,195 -7%
SEI Investments
134
SEI Investments
Pennsylvania
$3.85M +$3.85M +101,115 New
NSCM
135
New South Capital Management
Tennessee
$3.7M -$71.5K -1,880 -2%
CAM
136
Cidel Asset Management
Ontario, Canada
$3.58M -$120K -3,142 -3%
CCM
137
Canal Capital Management
Virginia
$3.55M +$129K +3,384 +4%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$3.48M +$387K +10,155 +13%
CIM
139
Confluence Investment Management
Missouri
$3.42M +$2.71M +71,263 +383%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$3.32M +$854K +23,143 +35%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$3.31M +$583K +15,307 +21%
LDB
142
Lee, Danner & Bass
Tennessee
$3.24M +$3.24M +85,258 New
CTA
143
Colonial Trust Advisors
South Carolina
$3.18M +$143K +3,747 +5%
JAM
144
JCIC Asset Management
Ontario, Canada
$3.08M -$33.7K -885 -1%
TW
145
TritonPoint Wealth
Maryland
$3.02M +$46K +1,209 +2%
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$2.96M +$2.96M +77,715 New
AllianceBernstein
147
AllianceBernstein
Tennessee
$2.92M +$2M +52,635 +219%
Brown Advisory
148
Brown Advisory
Maryland
$2.9M -$363K -9,548 -11%
MMA
149
Mizuho Markets Americas
New York
$2.85M – – –
LKIM
150
Lawson Kroeker Investment Management
Nebraska
$2.79M -$61.6K -1,620 -2%
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