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Brookfield Asset Management
BAM

Overview Fund Activity

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
76
Increased
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$944M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$724M
3
CB
Cooke & Bieler
Pennsylvania
$142M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$92.9M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$172M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M
2
Goldman Sachs
Goldman Sachs
New York
$72.2M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$5.67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$908M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
176
Live Oak Private Wealth
North Carolina
$2.11M -$131K -2,761 -6%
OCAM
177
Onex Canada Asset Management
Ontario, Canada
$2.09M -$367K -7,769 -15%
GC
178
Guardian Capital
Ontario, Canada
$2.07M -$596K -12,600 -22%
CA
179
Clearstead Advisors
Ohio
$2.06M +$2.02M +42,611 +4,384%
ACM
180
Adalta Capital Management
New York
$2.05M -$4.78K -101 -0.2%
PWM
181
Perigon Wealth Management
California
$2.02M +$2.02M +42,776 New
GIM
182
Gold Investment Management
Alberta, Canada
$1.97M -$360K -7,625 -15%
CGPCS
183
Capital Group Private Client Services
California
$1.96M -$40K -846 -2%
CS
184
Cannell & Spears
New York
$1.95M -$132K -2,794 -6%
N
185
Natixis
France
$1.9M +$102K +2,150 +6%
TC
186
Tacita Capital
Ontario, Canada
$1.89M – – –
Citigroup
187
Citigroup
New York
$1.88M -$583K -12,322 -24%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$61.9K +1,309 +3%
TCM
189
Tandem Capital Management
New Jersey
$1.84M -$40.8K -863 -2%
YIH
190
Y-Intercept (HK)
Hong Kong
$1.84M +$539K +11,396 +42%
UIM
191
USS Investment Management
United Kingdom
$1.82M – – –
CGIM
192
Capital Group Investment Management
Singapore
$1.76M – – –
Axa
193
Axa
France
$1.75M -$292K -6,167 -14%
EIM
194
Ervin Investment Management
Washington
$1.74M -$1.42K -30 -0.1%
RWM
195
Rezny Wealth Management
Florida
$1.74M +$139K +2,938 +9%
NRD
196
Nebula Research & Development
New York
$1.71M +$1.71M +36,241 New
KMC
197
Kirr Marbach & Co
Indiana
$1.69M -$946 -20 -0.1%
BCM
198
Bayesian Capital Management
New York
$1.67M +$56.7K +1,200 +4%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$1.64M -$496K -10,498 -23%
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M +$1.63M +34,521 New
6 7
8
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