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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 %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M -$584K -10,777 -23%
KMC
202
Kirr Marbach & Co
Indiana
$1.91M -$26.9K -496 -1%
CRWM
203
Castle Rock Wealth Management
California
$1.9M +$102K +1,709 +6%
EIM
204
Ervin Investment Management
Washington
$1.89M -$103K -1,909 -5%
Legal & General Group
205
Legal & General Group
United Kingdom
$1.82M +$224K +4,127 +14%
Man Group
206
Man Group
United Kingdom
$1.8M +$240K +4,422 +15%
TPCM
207
Templeton & Phillips Capital Management
Tennessee
$1.8M +$1.8M +31,325 New
BAM
208
Burgundy Asset Management
Ontario, Canada
$1.76M -$80.7M -1,489,587 -98%
Ensign Peak Advisors
209
Ensign Peak Advisors
Utah
$1.76M – – –
CT
210
Colonial Trust
South Carolina
$1.72M +$34.5K +636 +2%
SCM
211
SOL Capital Management
Maryland
$1.71M +$90.6K +1,673 +6%
OCAM
212
Onex Canada Asset Management
Ontario, Canada
$1.71M -$683K -12,613 -29%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$1.7M -$179K -3,304 -10%
State Street
214
State Street
Massachusetts
$1.69M -$116K -2,149 -6%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$1.67M +$100K +1,850 +6%
SWP
216
Strategic Wealth Partners
Ohio
$1.65M – – –
N
217
Natixis
France
$1.6M -$575K -10,608 -26%
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$1.59M +$4.88K +90 +0.3%
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$1.59M +$8.29K +153 +0.5%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$1.57M +$41K +756 +3%
KSWA
221
Kathleen S. Wright Associates
Pennsylvania
$1.5M – – –
ACM
222
Aster Capital Management
United Arab Emirates
$1.49M +$1.49M +27,520 New
William Blair & Company
223
William Blair & Company
Illinois
$1.47M +$418K +7,716 +40%
TCCM
224
Timber Creek Capital Management
Massachusetts
$1.46M -$2.6K -48 -0.2%
NB
225
NBT Bank
New York
$1.45M -$8.51K -157 -0.6%
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