BAM icon

Brookfield Asset Management
BAM

Overview Fund Activity

438 hedge funds and large institutions have $6.92B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 438 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+438
Holders Change %
–
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
438
Increased
–
Reduced
–
Closed
–
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$934M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$635M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$369M
4
Principal Financial Group
Principal Financial Group
Iowa
$357M
5
Vanguard Group
Vanguard Group
Pennsylvania
$344M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
201
Shelter Mutual Insurance
Missouri
$807K +$807K +28,160 New
JPMPWA
202
J.P. Morgan Private Wealth Advisors
California
$800K +$800K +27,900 New
AP
203
Appleton Partners
Massachusetts
$793K +$793K +27,671 New
WCM Investment Management
204
WCM Investment Management
California
$775K +$775K +27,025 New
SAM
205
Shell Asset Management
Netherlands
$748K +$748K +26,152 New
TCOV
206
Trust Company of Vermont
Vermont
$746K +$746K +26,028 New
PFP
207
Pinnacle Financial Partners
Tennessee
$737K +$737K +25,728 New
AllianceBernstein
208
AllianceBernstein
Tennessee
$736K +$736K +25,667 New
MGIA
209
Moneta Group Investment Advisors
Missouri
$728K +$728K +22,285 New
GEM
210
Global Endowment Management
North Carolina
$726K +$726K +25,315 New
KJHP
211
K.J. Harrison & Partners
Ontario, Canada
$721K +$721K +18,599 New
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$687K +$687K +23,961 New
CAN
213
Cetera Advisor Networks
California
$684K +$684K +23,910 New
MME
214
Meag Munich Ergo
Germany
$682K +$682K +23,850 New
OC
215
Oppenheimer & Co
New York
$673K +$673K +23,464 New
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$664K +$664K +22,906 New
ACIM
217
Azimuth Capital Investment Management
Michigan
$663K +$663K +23,120 New
WW
218
Waterfront Wealth
Kansas
$662K +$662K +20,375 New
Marshall Wace
219
Marshall Wace
United Kingdom
$635K +$635K +22,150 New
JAM
220
JCIC Asset Management
Ontario, Canada
$627K +$627K +21,929 New
CANC
221
Culbertson A N & Co
Virginia
$624K +$624K +21,768 New
BFC
222
Blue Fin Capital
Rhode Island
$589K +$589K +20,560 New
BCM
223
Bluefin Capital Management
New York
$571K +$571K +19,928 New
Twin Tree Management
224
Twin Tree Management
Texas
$569K +$569K +19,848 New
QOP
225
Quinn Opportunity Partners
Virginia
$556K +$556K +19,400 New
7 8
9
10 11