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Brookfield Asset Management
BAM

Overview Fund Activity

522 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, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
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
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$620M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M
3
Fidelity International
3
Fidelity International
Bermuda
$548M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$515M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$114M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$336M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$37.4M
4
Capital World Investors
4
Capital World Investors
California
$904M
5
Goldman Sachs
5
Goldman Sachs
New York
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACH
176
ArrowMark Colorado Holdings
Colorado
$1.86M – – –
BP
177
BNP Paribas
France
$1.81M -$2.74K -72 -0.2%
LOPW
178
Live Oak Private Wealth
North Carolina
$1.8M -$42K -1,104 -2%
MCM
179
Moerus Capital Management
New York
$1.8M – – –
FC
180
FORA Capital
Florida
$1.79M +$478K +12,555 +36%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$30.5K -801 -2%
URS
182
Utah Retirement Systems
Utah
$1.76M +$544K +14,300 +45%
MOACM
183
Mutual of America Capital Management
New York
$1.74M +$1.74M +45,658 New
Baird Financial Group
184
Baird Financial Group
Wisconsin
$1.72M +$91.1K +2,394 +6%
CS
185
Cannell & Spears
New York
$1.68M -$46.7K -1,228 -3%
ACM
186
Adalta Capital Management
New York
$1.66M – – –
Axa
187
Axa
France
$1.64M +$2.32K +61 +0.1%
Citadel Advisors
188
Citadel Advisors
Florida
$1.64M +$1.64M +43,003 New
Legal & General Group
189
Legal & General Group
United Kingdom
$1.61M +$704K +18,512 +78%
CGPCS
190
Capital Group Private Client Services
California
$1.61M -$7.65K -201 -0.5%
AIM
191
Aigen Investment Management
New York
$1.59M +$612K +16,078 +63%
APG Asset Management
192
APG Asset Management
Netherlands
$1.58M -$433K -12,200 -22%
TCM
193
Tandem Capital Management
New Jersey
$1.53M -$67.8K -1,764 -4%
TC
194
Tacita Capital
Ontario, Canada
$1.52M -$16.6K -437 -1%
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$1.5M +$588K +15,452 +64%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$1.5M +$331K +8,698 +28%
Millennium Management
197
Millennium Management
New York
$1.49M +$1.49M +39,090 New
UIM
198
USS Investment Management
United Kingdom
$1.47M – – –
N
199
Natixis
France
$1.45M +$93.6K +2,461 +7%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$1.11M +29,111 +330%
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