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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 %
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$2.61M +$2.61M +65,054 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$2.58M +$74.3K +1,842 +3%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$2.55M – – –
Asset Management One
154
Asset Management One
Japan
$2.54M +$1.42M +35,300 +128%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$2.49M +$116K +2,882 +5%
MFAM
156
Motley Fool Asset Management
Virginia
$2.31M -$2.37M -59,004 -51%
Mariner
157
Mariner
Kansas
$2.26M -$194K -4,827 -8%
CPIG
158
Chicago Partners Investment Group
Illinois
$2.23M -$306K -7,743 -12%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$2.22M +$163K +4,067 +8%
CCM
160
Check Capital Management
California
$2.17M -$86.4K -2,152 -4%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$2.12M +$716K +18,463 +51%
GIM
162
Gold Investment Management
Alberta, Canada
$2.12M +$2.12M +52,816 New
LD
163
Lipe & Dalton
New York
$2.03M -$12.1K -300 -0.6%
QCM
164
Quantinno Capital Management
New York
$2.03M +$1.41M +35,041 +231%
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
$2.02M +$2.02M +50,297 New
LOPW
166
Live Oak Private Wealth
North Carolina
$2M -$383K -9,529 -16%
ACH
167
ArrowMark Colorado Holdings
Colorado
$1.96M – – –
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$1.92M +$1.92M +47,704 New
American Century Companies
169
American Century Companies
Missouri
$1.9M -$6.84M -170,207 -78%
MCM
170
Moerus Capital Management
New York
$1.9M – – –
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.88M +$1.88M +46,854 New
Man Group
172
Man Group
United Kingdom
$1.87M +$1.87M +46,463 New
Axa
173
Axa
France
$1.86M +$118K +2,941 +7%
TCCM
174
Timber Creek Capital Management
Massachusetts
$1.82M -$723 -18 -0%
GCP
175
GSA Capital Partners
United Kingdom
$1.73M +$1.73M +43,166 New
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