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Brookfield Asset Management
BAM

Overview Fund Activity

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
76
Increased
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$944M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$724M
3
CB
Cooke & Bieler
Pennsylvania
$142M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$92.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$172M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M
2
Goldman Sachs
Goldman Sachs
New York
$72.2M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$5.67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$908M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Rathbones Group
United Kingdom
$3.37M +$41.9K +885 +1%
Creative Planning
152
Creative Planning
Kansas
$3.34M +$109K +2,313 +3%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$3.32M -$3.42M -72,224 -51%
LKIM
154
Lawson Kroeker Investment Management
Nebraska
$3.3M -$166K -3,517 -5%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$3.28M +$1.41M +29,882 +76%
PMG
156
Private Management Group
California
$3.25M -$23.2K -491 -0.7%
Asset Management One
157
Asset Management One
Japan
$2.98M – – –
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2.88M +$47.6K +1,007 +2%
CPIG
159
Chicago Partners Investment Group
Illinois
$2.83M -$54K -1,066 -2%
QCM
160
Quantinno Capital Management
New York
$2.79M +$126K +2,669 +5%
American Century Companies
161
American Century Companies
Missouri
$2.7M +$67.5K +1,428 +3%
HPG
162
Harvest Portfolios Group
Ontario, Canada
$2.68M -$256K -5,412 -9%
First Trust Advisors
163
First Trust Advisors
Illinois
$2.55M +$1.52M +32,138 +148%
CCM
164
Check Capital Management
California
$2.48M -$46K -973 -2%
FHB
165
First Hawaiian Bank
Hawaii
$2.42M +$77.5K +1,639 +3%
BP
166
BNP Paribas
France
$2.37M +$115K +2,428 +5%
LD
167
Lipe & Dalton
New York
$2.37M +$14.2K +300 +0.6%
AG
168
AIA Group
Hong Kong
$2.34M – – –
ACH
169
ArrowMark Colorado Holdings
Colorado
$2.31M – – –
Mariner
170
Mariner
Kansas
$2.31M -$160K -3,388 -6%
TI
171
Trexquant Investment
Connecticut
$2.24M -$3.82M -80,874 -63%
MCM
172
Moerus Capital Management
New York
$2.23M – – –
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.2M +$8.9K +188 +0.4%
LPL Financial
174
LPL Financial
California
$2.19M +$399K +8,435 +22%
URS
175
Utah Retirement Systems
Utah
$2.19M – – –
5 6
7
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