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Brookfield Asset Management
BAM

570 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

31% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $21.8M

15% more capital invested

Capital invested by funds: $14B → $16.1B (+$2.15B)

4% more funds holding

Funds holding: 548 → 570 (+22)

0.6% more ownership

Funds ownership: 66.37% → 66.97% (+0.6%)

9% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 188

Holders
570
Holders Change
+22
Holders Change %
+4.01%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
76
Increased
171
Reduced
188
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$203M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$164M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$110M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$73.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$43.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$106M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$95.5M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$80.4M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$72.1M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
O
151
Ossiam
France
$4.07M +$43.7K +810 +1%
MMA
152
Mizuho Markets Americas
New York
$4.06M – – –
TYCC
153
Texas Yale Capital Corp
Florida
$4.05M -$10.7K -199 -0.3%
American Century Companies
154
American Century Companies
Missouri
$4.03M +$938K +17,369 +30%
LDB
155
Lee, Danner & Bass
Tennessee
$3.98M – – –
CGPCS
156
Capital Group Private Client Services
California
$3.93M +$1.68M +31,162 +75%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.86M +$62.6K +1,159 +2%
RG
158
Rathbones Group
United Kingdom
$3.86M -$2.27K -42 -0.1%
RDIA
159
RE Dickinson Investment Advisors
Iowa
$3.77M +$11.6K +215 +3%
PMG
160
Private Management Group
California
$3.65M -$74.7K -1,383 -2%
LKIM
161
Lawson Kroeker Investment Management
Nebraska
$3.64M -$146K -2,709 -4%
Asset Management One
162
Asset Management One
Japan
$3.44M – – –
SEI Investments
163
SEI Investments
Pennsylvania
$3.42M -$2.67M -49,472 -44%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$3.39M -$891K -16,500 -21%
QCM
165
Quantinno Capital Management
New York
$3.39M +$194K +3,590 +6%
UIM
166
USS Investment Management
United Kingdom
$3.34M +$1.25M +23,161 +60%
PFSRSONJ
167
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.29M +$3.27M +60,614 New
Allianz Asset Management
168
Allianz Asset Management
Germany
$3.2M +$2.63M +48,624 +465%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$3.19M -$103K -1,915 -3%
CPIG
170
Chicago Partners Investment Group
Illinois
$3.04M -$69.2K -1,282 -2%
LPL Financial
171
LPL Financial
California
$2.83M +$320K +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 +$2.6M +48,100 +3,313%
AG
175
AIA Group
Hong Kong
$2.69M – – –
5 6
7
8 9

BAM Hedge Fund Activity: Q4 2024 in Review

570 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2024, worth a combined $16.1B — up 15% from $14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BAM positions and 46 closed out — a net gain of 30 holders — while 171 added to existing stakes and 188 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $203M. The largest seller was Norges Bank, cutting an estimated $106M.

  • 570 institutional investors held Brookfield Asset Management (BAM) as of Q4 2024, up from 548 in Q3 2024.
  • Funds reported $16.1B of Brookfield Asset Management stock for Q4 2024, up 15% quarter-over-quarter.
  • 76 funds opened new Brookfield Asset Management positions in Q4 2024 and 46 closed out, a net change of +30 holders.
  • The largest Brookfield Asset Management buyer in Q4 2024 was William Blair Investment Management, an estimated $203M added.
  • The largest Brookfield Asset Management seller in Q4 2024 was Norges Bank, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.