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Brookfield Asset Management
BAM

526 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, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 158

8% more funds holding

Funds holding: 485 → 526 (+41)

0.41% more ownership

Funds ownership: 66.69% → 67.1% (+0.41%)

3% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$322M)

47% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $41.8M

Holders
526
Holders Change
+41
Holders Change %
+8.45%
% of All Funds
7.6%
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
158
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
3
Fidelity International
Fidelity International
Bermuda
+$109M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$86.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$71M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$85.6M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$36.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$31.3M
4
Capital World Investors
Capital World Investors
California
-$30.5M
5
Goldman Sachs
Goldman Sachs
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
151
Jupiter Asset Management
United Kingdom
$2.78M +$2.87M +73,036 New
TYCC
152
Texas Yale Capital Corp
Florida
$2.76M +$87.3K +2,220 +3%
RG
153
Rathbones Group
United Kingdom
$2.68M -$70.9K -1,804 -3%
PMG
154
Private Management Group
California
$2.64M -$106K -2,699 -4%
Creative Planning
155
Creative Planning
Kansas
$2.6M -$135K -3,441 -5%
Mitsubishi UFJ Trust & Banking
156
Mitsubishi UFJ Trust & Banking
Japan
$2.59M -$256K -6,504 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M -$213K -5,406 -7%
CPIG
158
Chicago Partners Investment Group
Illinois
$2.47M -$253K -6,435 -10%
Truist Financial
159
Truist Financial
North Carolina
$2.45M -$225K -5,733 -8%
Asset Management One
160
Asset Management One
Japan
$2.39M – – –
HPG
161
Harvest Portfolios Group
Ontario, Canada
$2.36M -$73.1K -1,859 -3%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$2.28M -$151K -3,831 -6%
GCC
163
Guardian Capital (Canada)
Ontario, Canada
$2.15M -$175K -4,450 -7%
QCM
164
Quantinno Capital Management
New York
$2.14M +$126K +3,193 +6%
BlackRock
165
BlackRock
New York
$2.12M +$747K +19,013 +52%
American Century Companies
166
American Century Companies
Missouri
$2.12M -$32.7K -833 -1%
OCAM
167
Onex Canada Asset Management
Ontario, Canada
$2.08M -$395K -10,052 -16%
CCM
168
Check Capital Management
California
$2.04M -$10.8K -274 -0.5%
Mariner
169
Mariner
Kansas
$1.99M -$23.7K -602 -1%
Citigroup
170
Citigroup
New York
$1.98M +$1.01M +25,589 +96%
QC
171
Quadrature Capital
United Kingdom
$1.97M +$2.03M +51,700 New
LD
172
Lipe & Dalton
New York
$1.9M -$30.6K -779 -2%
AG
173
AIA Group
Hong Kong
$1.89M +$488K +12,416 +33%
FHB
174
First Hawaiian Bank
Hawaii
$1.88M +$901K +22,924 +86%
GIM
175
Gold Investment Management
Alberta, Canada
$1.88M -$103K -2,612 -5%
5 6
7
8 9

BAM Hedge Fund Activity: Q2 2024 in Review

526 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2024, worth a combined $11.3B — down 2.8% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BAM positions and 44 closed out — a net gain of 48 holders — while 184 added to existing stakes and 158 trimmed.

The largest buyer was Vanguard Group, adding an estimated $218M. The largest seller was Principal Financial Group, cutting an estimated $85.6M.

  • 526 institutional investors held Brookfield Asset Management (BAM) as of Q2 2024, up from 485 in Q1 2024.
  • Funds reported $11.3B of Brookfield Asset Management stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 92 funds opened new Brookfield Asset Management positions in Q2 2024 and 44 closed out, a net change of +48 holders.
  • The largest Brookfield Asset Management buyer in Q2 2024 was Vanguard Group, an estimated $218M added.
  • The largest Brookfield Asset Management seller in Q2 2024 was Principal Financial Group, an estimated $85.6M sold.

Based on aggregated 13F filings for Q2 2024.