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Brookfield Asset Management
BAM

Overview Fund Activity

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$204M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$222M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$217M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$903M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$43.3M

Top Sellers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$144M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$1.76M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$641M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$159M
5
CB
5
Cooke & Bieler
Pennsylvania
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
151
Ossiam
France
$4.07M +$43.9K +810 +1%
MMA
152
Mizuho Markets Americas
New York
$4.06M – – –
TYCC
153
Texas Yale Capital Corp
Florida
$4.05M -$10.8K -199 -0.3%
American Century Companies
154
American Century Companies
Missouri
$4.03M +$942K +17,369 +30%
LDB
155
Lee, Danner & Bass
Tennessee
$3.98M – – –
CGPCS
156
Capital Group Private Client Services
California
$3.93M +$1.69M +31,162 +75%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.86M +$62.8K +1,159 +2%
RG
158
Rathbones Group
United Kingdom
$3.86M -$2.28K -42 -0.1%
RDIA
159
RE Dickinson Investment Advisors
Iowa
$3.77M +$117K +215 +3%
PMG
160
Private Management Group
California
$3.65M -$74.9K -1,383 -2%
LKIM
161
Lawson Kroeker Investment Management
Nebraska
$3.64M -$147K -2,709 -4%
Asset Management One
162
Asset Management One
Japan
$3.44M – – –
SEI Investments
163
SEI Investments
Pennsylvania
$3.42M -$2.68M -49,472 -44%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$3.39M -$894K -16,500 -21%
QCM
165
Quantinno Capital Management
New York
$3.39M +$195K +3,590 +6%
UIM
166
USS Investment Management
United Kingdom
$3.34M +$1.26M +23,161 +60%
PFSRSONJ
167
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.29M +$3.29M +60,614 New
Allianz Asset Management
168
Allianz Asset Management
Germany
$3.2M +$2.64M +48,624 +465%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$3.19M -$104K -1,915 -3%
CPIG
170
Chicago Partners Investment Group
Illinois
$3.04M -$71.4K -1,282 -2%
LPL Financial
171
LPL Financial
California
$2.83M +$322K +5,934 +13%
FHB
172
First Hawaiian Bank
Hawaii
$2.77M – – –
LD
173
Lipe & Dalton
New York
$2.7M -$19.8K -366 -0.7%
LI
174
Louisbourg Investments
New Brunswick, Canada
$2.69M +$2.61M +48,100 +3,313%
AG
175
AIA Group
Hong Kong
$2.69M – – –
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7
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