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Brookfield Asset Management
BAM

526 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, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 44

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 158

8% more funds holding

Funds holding: 485 → 526 (+41)

0.41% more ownership

Funds ownership: 66.69% → 67.1% (+0.41%)

3% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$322M)

47% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $41.8M

Holders
526
Holders Change
+41
Holders Change %
+8.45%
% of All Funds
7.6%
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
158
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
3
Fidelity International
Fidelity International
Bermuda
+$109M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$86.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$71M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$85.6M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$36.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$31.3M
4
Capital World Investors
Capital World Investors
California
-$30.5M
5
Goldman Sachs
Goldman Sachs
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
176
ArrowMark Colorado Holdings
Colorado
$1.86M – – –
BP
177
BNP Paribas
France
$1.81M -$2.83K -72 -0.2%
LOPW
178
Live Oak Private Wealth
North Carolina
$1.8M -$43.4K -1,104 -2%
MCM
179
Moerus Capital Management
New York
$1.8M – – –
FC
180
FORA Capital
Florida
$1.79M +$494K +12,555 +36%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$31.5K -801 -2%
URS
182
Utah Retirement Systems
Utah
$1.76M +$562K +14,300 +45%
MOACM
183
Mutual of America Capital Management
New York
$1.74M +$1.79M +45,658 New
Baird Financial Group
184
Baird Financial Group
Wisconsin
$1.72M +$94.1K +2,394 +6%
CS
185
Cannell & Spears
New York
$1.68M -$48.3K -1,228 -3%
ACM
186
Adalta Capital Management
New York
$1.66M – – –
Axa
187
Axa
France
$1.64M +$2.4K +61 +0.1%
Citadel Advisors
188
Citadel Advisors
Florida
$1.64M +$1.69M +43,003 New
Legal & General Group
189
Legal & General Group
United Kingdom
$1.61M +$728K +18,512 +78%
CGPCS
190
Capital Group Private Client Services
California
$1.61M -$7.9K -201 -0.5%
AIM
191
Aigen Investment Management
New York
$1.59M +$632K +16,078 +63%
APG Asset Management
192
APG Asset Management
Netherlands
$1.58M -$480K -12,200 -22%
TCM
193
Tandem Capital Management
New Jersey
$1.53M -$69.3K -1,764 -4%
TC
194
Tacita Capital
Ontario, Canada
$1.52M -$17.2K -437 -1%
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$1.5M +$607K +15,452 +64%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$1.5M +$342K +8,698 +28%
Millennium Management
197
Millennium Management
New York
$1.49M +$1.54M +39,090 New
UIM
198
USS Investment Management
United Kingdom
$1.47M – – –
N
199
Natixis
France
$1.45M +$96.8K +2,461 +7%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$1.14M +29,111 +330%
6 7
8
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BAM Hedge Fund Activity: Q2 2024 in Review

526 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2024, worth a combined $11.3B — down 2.8% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BAM positions and 44 closed out — a net gain of 48 holders — while 184 added to existing stakes and 158 trimmed.

The largest buyer was Vanguard Group, adding an estimated $218M. The largest seller was Principal Financial Group, cutting an estimated $85.6M.

  • 526 institutional investors held Brookfield Asset Management (BAM) as of Q2 2024, up from 485 in Q1 2024.
  • Funds reported $11.3B of Brookfield Asset Management stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 92 funds opened new Brookfield Asset Management positions in Q2 2024 and 44 closed out, a net change of +48 holders.
  • The largest Brookfield Asset Management buyer in Q2 2024 was Vanguard Group, an estimated $218M added.
  • The largest Brookfield Asset Management seller in Q2 2024 was Principal Financial Group, an estimated $85.6M sold.

Based on aggregated 13F filings for Q2 2024.