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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 %
State Street
201
State Street
Massachusetts
$1.58M -$83K -1,755 -5%
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$1.57M – – –
RJFSA
203
Raymond James Financial Services Advisors
Florida
$1.55M +$26.3K +556 +2%
FC
204
FORA Capital
Florida
$1.51M -$710K -15,020 -32%
Truist Financial
205
Truist Financial
North Carolina
$1.51M -$1.53M -32,319 -50%
CT
206
Colonial Trust
South Carolina
$1.47M +$150K +3,173 +11%
CRWM
207
Castle Rock Wealth Management
California
$1.43M +$22.4K +471 +2%
SCM
208
SOL Capital Management
Maryland
$1.42M +$76.5K +1,617 +6%
ECM
209
ExodusPoint Capital Management
New York
$1.4M -$6.75M -142,688 -83%
Legal & General Group
210
Legal & General Group
United Kingdom
$1.39M -$605K -12,804 -30%
TIAA Trust, National Association
211
TIAA Trust, National Association
North Carolina
$1.38M – – –
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$1.38M +$13.1K +278 +1%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$1.37M -$15.7K -333 -1%
Man Group
214
Man Group
United Kingdom
$1.36M +$691K +14,620 +103%
Balyasny Asset Management
215
Balyasny Asset Management
Illinois
$1.36M +$1.36M +28,717 New
SWP
216
Strategic Wealth Partners
Ohio
$1.35M +$473 +10 +0%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.34M -$66.3K -1,400 -5%
AIM
218
Aigen Investment Management
New York
$1.34M -$636K -13,456 -32%
KSWA
219
Kathleen S. Wright Associates
Pennsylvania
$1.32M – – –
TCCM
220
Timber Creek Capital Management
Massachusetts
$1.28M -$2.79K -59 -0.2%
NB
221
NBT Bank
New York
$1.27M +$82.9K +1,753 +7%
CCM
222
Copeland Capital Management
Pennsylvania
$1.25M -$36.3K -768 -3%
Cerity Partners
223
Cerity Partners
New York
$1.23M +$251K +5,298 +26%
AF
224
Aviso Financial
Ontario, Canada
$1.23M +$67.2K +1,422 +6%
MGIA
225
Moneta Group Investment Advisors
Missouri
$1.21M +$324K +6,861 +36%
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9
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