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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
BC
1
Brookfield Corp
Ontario, Canada
$934M +$980M +32,583,973 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$635M +$667M +22,158,258 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$369M +$388M +12,894,496 New
Principal Financial Group
4
Principal Financial Group
Iowa
$357M +$375M +12,455,054 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M +$362M +12,015,133 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M +$248M +8,227,041 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$235M +$246M +8,191,010 New
TD Asset Management
8
TD Asset Management
Ontario, Canada
$201M +$211M +7,008,054 New
Fidelity International
9
Fidelity International
Bermuda
$172M +$181M +6,002,850 New
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$169M +$177M +5,889,456 New
Norges Bank
11
Norges Bank
Norway
$152M +$160M +5,310,873 New
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$142M +$150M +4,971,865 New
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$140M +$147M +4,901,845 New
Capital World Investors
14
Capital World Investors
California
$137M +$143M +4,761,418 New
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$136M +$143M +4,740,541 New
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$131M +$137M +4,560,732 New
First Manhattan
17
First Manhattan
New York
$111M +$117M +3,875,454 New
ACM
18
AKRE Capital Management
Virginia
$106M +$111M +3,691,684 New
DC
19
Davenport & Co
Virginia
$95.4M +$99.6M +3,310,792 New
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$91.1M +$95.8M +3,182,379 New
CIBC World Market
21
CIBC World Market
Ontario, Canada
$78.7M +$82.6M +2,746,534 New
Capital International Investors
22
Capital International Investors
California
$71.7M +$75.2M +2,500,776 New
CB
23
Cooke & Bieler
Pennsylvania
$69.3M +$72.8M +2,418,536 New
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$66.6M +$69.9M +2,324,047 New
MG
25
Markel Group
Virginia
$62.9M +$66M +2,193,958 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.