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Brookfield Asset Management

441 hedge funds and large institutions have $6.93B invested in Brookfield Asset Management in 2022 Q4 according to their latest regulatory filings, with 441 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.92% more ownership

Funds ownership: 0%59.92% (+60%)

92% less call options, than puts

Call options by funds: $106K | Put options by funds: $1.41M

Holders
441
Holders Change
+441
Holders Change %
% of All Funds
7.09%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.1%
New
441
Increased
Reduced
Closed
Calls
$106K
Puts
$1.41M
Net Calls
-$1.3M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Providence Capital Advisors
North Carolina
$809K +$850K +28,239 New
SMI
202
Shelter Mutual Insurance
Missouri
$807K +$847K +28,160 New
JMPWA
203
JP Morgan Private Wealth Advisors
California
$800K +$840K +27,900 New
AP
204
Appleton Partners
Massachusetts
$793K +$833K +27,671 New
WCM Investment Management
205
WCM Investment Management
California
$775K +$813K +27,025 New
SAM
206
Shell Asset Management
Netherlands
$748K +$787K +26,152 New
TCOV
207
Trust Company of Vermont
Vermont
$746K +$783K +26,028 New
PFPT
208
Pinnacle Financial Partners (Tennessee)
Tennessee
$737K +$774K +25,728 New
AllianceBernstein
209
AllianceBernstein
Tennessee
$736K +$772K +25,667 New
MGIA
210
Moneta Group Investment Advisors
Missouri
$728K +$671K +22,285 New
GEM
211
Global Endowment Management
North Carolina
$726K +$762K +25,315 New
KJHP
212
K.J. Harrison & Partners
Ontario, Canada
$721K +$560K +18,599 New
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$687K +$721K +23,961 New
CAN
214
Cetera Advisor Networks
California
$684K +$719K +23,910 New
MME
215
Meag Munich Ergo
Germany
$682K +$718K +23,850 New
OC
216
Oppenheimer & Co
New York
$673K +$706K +23,464 New
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$664K +$689K +22,906 New
ACIM
218
Azimuth Capital Investment Management
Michigan
$663K +$696K +23,120 New
WW
219
Waterfront Wealth
Kansas
$662K +$613K +20,375 New
Marshall Wace
220
Marshall Wace
United Kingdom
$635K +$667K +22,150 New
JAM
221
JCIC Asset Management
Ontario, Canada
$627K +$660K +21,929 New
CANC
222
Culbertson A N & Co
Virginia
$624K +$655K +21,768 New
BFC
223
Blue Fin Capital
Rhode Island
$589K +$619K +20,560 New
BCM
224
Bluefin Capital Management
New York
$571K +$600K +19,928 New
Twin Tree Management
225
Twin Tree Management
Texas
$569K +$597K +19,848 New

BAM Hedge Fund Activity: Q4 2022 in Review

441 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2022, worth a combined $6.93B.

Buyers outnumbered sellers: 441 funds opened new BAM positions and 0 closed out — a net gain of 441 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $980M.

  • 441 institutional investors held Brookfield Asset Management (BAM) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $6.93B of Brookfield Asset Management stock for Q4 2022.
  • 441 funds opened new Brookfield Asset Management positions in Q4 2022 and 0 closed out, a net change of +441 holders.
  • The largest Brookfield Asset Management buyer in Q4 2022 was Brookfield Corp, an estimated $980M added.

Based on aggregated 13F filings for Q4 2022.