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Brookfield Asset Management
BAM

Overview Fund Activity

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
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
$204M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$222M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$217M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$903M
5
Marshall Wace
Marshall Wace
United Kingdom
$43.3M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$144M
2
BAM
Burgundy Asset Management
Ontario, Canada
$1.76M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$641M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$159M
5
CB
Cooke & Bieler
Pennsylvania
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFM
176
Catalyst Funds Management
Australia
$2.68M +$2.68M +49,499 New
ACH
177
ArrowMark Colorado Holdings
Colorado
$2.65M – – –
BP
178
BNP Paribas
France
$2.65M -$76.1K -1,400 -3%
TC
179
Tacita Capital
Ontario, Canada
$2.58M +$419K +7,743 +19%
DKCM
180
Davidson Kahn Capital Management
California
$2.57M +$2.57M +47,491 New
URS
181
Utah Retirement Systems
Utah
$2.5M – – –
Mariner
182
Mariner
Kansas
$2.5M -$140K -2,589 -5%
First Trust Advisors
183
First Trust Advisors
Illinois
$2.43M -$485K -8,953 -17%
LOPW
184
Live Oak Private Wealth
North Carolina
$2.4M -$14.9K -275 -0.6%
NRD
185
Nebula Research & Development
New York
$2.37M +$407K +7,517 +21%
MC
186
Meketa Capital
Massachusetts
$2.37M +$2.37M +43,751 New
MIG
187
Meketa Investment Group
Massachusetts
$2.37M +$2.37M +43,751 New
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M +$494K +9,113 +26%
BSCCG
189
Blue Sky Capital Consultants Group
California
$2.36M +$2.36M +43,600 New
CA
190
Clearstead Advisors
Ohio
$2.36M – – –
ACM
191
Adalta Capital Management
New York
$2.35M -$813 -15 -0%
GC
192
Guardian Capital
Ontario, Canada
$2.3M -$70.5K -1,300 -3%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$2.28M +$158K +2,914 +7%
GIM
194
Gold Investment Management
Alberta, Canada
$2.27M +$11.9K +219 +0.5%
MCM
195
Moerus Capital Management
New York
$2.24M -$316K -5,831 -12%
TCM
196
Tandem Capital Management
New Jersey
$2.12M +$9.48K +175 +0.4%
MCM
197
Maltese Capital Management
New York
$2.03M +$2.03M +37,500 New
CGIM
198
Capital Group Investment Management
Singapore
$2.02M – – –
CS
199
Cannell & Spears
New York
$2M -$234K -4,310 -10%
WT
200
Whittier Trust
California
$1.96M +$600K +11,081 +44%
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