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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 %
CGPCS
176
Capital Group Private Client Services
California
$1.78M +$648K +15,424 +57%
OGC
177
Oak Grove Capital
New Hampshire
$1.76M -$6.8M -161,795 -79%
TCM
178
Tandem Capital Management
New Jersey
$1.75M -$40.2K -957 -2%
TC
179
Tacita Capital
Ontario, Canada
$1.7M -$49.3K -1,172 -3%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$1.68M +$1.14M +27,156 +212%
CWG
181
C WorldWide Group
Denmark
$1.67M – – –
UIM
182
USS Investment Management
United Kingdom
$1.61M – – –
EIM
183
Ervin Investment Management
Washington
$1.6M +$1.6M +37,959 New
Allianz Asset Management
184
Allianz Asset Management
Germany
$1.59M +$1.33M +31,652 +517%
AG
185
AIA Group
Hong Kong
$1.56M – – –
BlackRock
186
BlackRock
New York
$1.54M +$154K +3,673 +11%
N
187
Natixis
France
$1.5M +$1.5M +35,581 New
CGIM
188
Capital Group Investment Management
Singapore
$1.48M – – –
CGH
189
Crossmark Global Holdings
Texas
$1.48M -$7.65K -182 -0.5%
YIH
190
Y-Intercept (HK)
Hong Kong
$1.47M +$1.47M +35,054 New
Osaic Holdings
191
Osaic Holdings
Arizona
$1.47M -$5.72K -136 -0.4%
FC
192
FORA Capital
Florida
$1.45M +$43.4K +1,034 +3%
LPL Financial
193
LPL Financial
California
$1.4M -$98.3K -2,339 -7%
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$1.4M – – –
HLCM
195
Hi-Line Capital Management
South Dakota
$1.39M +$28.4K +677 +2%
O
196
Ossiam
France
$1.36M -$505 -12 -0%
NB
197
NBT Bank
New York
$1.35M +$1.26K +30 +0.1%
KMC
198
Kirr Marbach & Co
Indiana
$1.35M -$19.9K -473 -1%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$1.35M -$3.24K -77 -0.2%
URS
200
Utah Retirement Systems
Utah
$1.34M – – –
6 7
8
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