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Brookfield Asset Management
BAM

458 hedge funds and large institutions have $8.35B invested in Brookfield Asset Management in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $17.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

21% more capital invested

Capital invested by funds: $6.93B → $8.35B (+$1.42B)

4% more funds holding

Funds holding: 441 → 458 (+17)

1.92% more ownership

Funds ownership: 59.92% → 61.84% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
458
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
7.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
85
Increased
140
Reduced
152
Closed
61
Calls
$38.5M
Puts
$17.5M
Net Calls
+$20.9M
Net Calls Change
+$22.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$516M
2
Capital World Investors
Capital World Investors
California
+$353M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.9M
4
Bank of America
Bank of America
North Carolina
+$65.4M
5
DWA
Douglass Winthrop Advisors
New York
+$58.9M

Top Sellers

1
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$132M
4
BC
Brookfield Corp
Ontario, Canada
-$66.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$63.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$1.04M +$27.4K +844 +3%
APG Asset Management
202
APG Asset Management
Netherlands
$1.02M -$40.6M -1,250,284 -97%
TYCC
203
Texas Yale Capital Corp
Florida
$1.02M -$33K -1,016 -3%
GWM
204
Graybill Wealth Management
Illinois
$1.01M -$13.7K -422 -1%
CGH
205
Crossmark Global Holdings
Texas
$1M +$490K +15,094 +97%
DR
206
Davis Rea
Ontario, Canada
$993K -$200K -6,160 -17%
JMPWA
207
JP Morgan Private Wealth Advisors
California
$981K +$67.4K +2,075 +7%
WCM Investment Management
208
WCM Investment Management
California
$937K +$52.7K +1,624 +6%
GEM
209
Global Endowment Management
North Carolina
$850K +$21.4K +658 +3%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$846K +$283K +8,700 +51%
SAM
211
Shell Asset Management
Netherlands
$840K -$15.4K -473 -2%
MGIA
212
Moneta Group Investment Advisors
Missouri
$835K +$106K +3,249 +15%
LC
213
Lincoln Capital
Nebraska
$828K +$823K +25,337 New
AllianceBernstein
214
AllianceBernstein
Tennessee
$818K -$21.6K -666 -3%
SWM
215
Salvus Wealth Management
New Jersey
$781K +$776K +23,881 New
CGPCS
216
Capital Group Private Client Services
California
$754K +$748K +23,039 New
PFPT
217
Pinnacle Financial Partners (Tennessee)
Tennessee
$749K -$92.4K -2,846 -11%
OC
218
Oppenheimer & Co
New York
$731K -$36.6K -1,128 -5%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$692K -$18.4K -565 -2%
CANC
220
Culbertson A N & Co
Virginia
$689K -$23.2K -713 -3%
M&T Bank
221
M&T Bank
New York
$686K +$681K +20,960 New
CF
222
Canoe Financial
Alberta, Canada
$670K +$665K +20,461 New
WW
223
Waterfront Wealth
Kansas
$667K – – –
BFC
224
Blue Fin Capital
Rhode Island
$665K +$24.8K +764 +4%
VOYA Investment Management
225
VOYA Investment Management
Georgia
$635K +$630K +19,408 New
7 8
9
10 11

BAM Hedge Fund Activity: Q1 2023 in Review

458 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2023, worth a combined $8.35B — up 21% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BAM positions and 61 closed out — a net gain of 24 holders — while 140 added to existing stakes and 152 trimmed.

The largest buyer was Capital International Investors, adding an estimated $516M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $154M.

  • 458 institutional investors held Brookfield Asset Management (BAM) as of Q1 2023, up from 441 in Q4 2022.
  • Funds reported $8.35B of Brookfield Asset Management stock for Q1 2023, up 21% quarter-over-quarter.
  • 85 funds opened new Brookfield Asset Management positions in Q1 2023 and 61 closed out, a net change of +24 holders.
  • The largest Brookfield Asset Management buyer in Q1 2023 was Capital International Investors, an estimated $516M added.
  • The largest Brookfield Asset Management seller in Q1 2023 was Jarislowsky, Fraser Ltd, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.