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Brookfield Asset Management
BAM

Overview Fund Activity

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$476M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$840M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$76.4M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$525M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$2.65M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$192M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$139M
5
Morgan Stanley
Morgan Stanley
New York
$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$2.67M +$71.6K +1,704 +3%
CAN
152
Cetera Advisor Networks
California
$2.67M -$403K -9,574 -13%
ACM
153
AKRE Capital Management
Virginia
$2.65M -$143M -3,392,966 -98%
Asset Management One
154
Asset Management One
Japan
$2.64M – – –
OCAM
155
Onex Canada Asset Management
Ontario, Canada
$2.6M -$609K -14,499 -19%
GC
156
Guardian Capital
Ontario, Canada
$2.56M -$214K -5,099 -8%
CPIG
157
Chicago Partners Investment Group
Illinois
$2.51M +$275K +6,948 +12%
American Century Companies
158
American Century Companies
Missouri
$2.37M +$382K +9,096 +19%
MFAM
159
Motley Fool Asset Management
Virginia
$2.33M -$86K -2,046 -4%
CCM
160
Check Capital Management
California
$2.26M -$7.86K -187 -0.3%
QCM
161
Quantinno Capital Management
New York
$2.23M +$118K +2,802 +6%
Mariner
162
Mariner
Kansas
$2.22M -$143K -3,406 -6%
APG Asset Management
163
APG Asset Management
Netherlands
$2.2M +$1.69M +43,400 +329%
GIM
164
Gold Investment Management
Alberta, Canada
$2.18M -$38.2K -909 -2%
LD
165
Lipe & Dalton
New York
$2.13M – – –
ACH
166
ArrowMark Colorado Holdings
Colorado
$2.05M – – –
LOPW
167
Live Oak Private Wealth
North Carolina
$2.03M -$63K -1,500 -3%
BP
168
BNP Paribas
France
$2.01M +$2.01M +47,704 New
MCM
169
Moerus Capital Management
New York
$1.98M – – –
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.98M -$20.2M -481,238 -91%
SNT
171
SIG North Trading
Pennsylvania
$1.95M +$1.95M +46,352 New
CS
172
Cannell & Spears
New York
$1.9M +$1.9M +45,307 New
ACM
173
Adalta Capital Management
New York
$1.83M +$15.4K +366 +0.8%
Axa
174
Axa
France
$1.81M -$140K -3,326 -7%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$1.8M +$208K +4,960 +13%
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