Brookfield Asset Management
449 hedge funds and large institutions have $8.78B invested in Brookfield Asset Management in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 144 increasing their positions, 148 reducing their positions, and 51 closing their positions.
2% more capital invested
Capital invested by funds: $8.58B → $8.78B (+$205M)
2% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 51
0.25% more ownership
Funds ownership: 63.65% → 63.9% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 452 → 449 (-3)
3% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 148
82% less call options, than puts
Call options by funds: $8.44M | Put options by funds: $46.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$137M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$91.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.3M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$40.3M |
| 5 |
NHAS
Novo Holdings A/S
Hellerup,
Denmark
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$1.03B |
| 2 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$93.2M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$75.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$56.9M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$41M |
BAM Hedge Fund Activity: Q3 2023 in Review
449 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q3 2023, worth a combined $8.78B — up 2.4% from $8.58B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BAM positions and 51 closed out — a net gain of 1 holder — while 144 added to existing stakes and 148 trimmed.
The largest buyer was Capital World Investors, adding an estimated $137M. The largest seller was Brookfield Corp, cutting an estimated $1.03B.
- 449 institutional investors held Brookfield Asset Management (BAM) as of Q3 2023, down from 452 in Q2 2023.
- Funds reported $8.78B of Brookfield Asset Management stock for Q3 2023, up 2.4% quarter-over-quarter.
- 52 funds opened new Brookfield Asset Management positions in Q3 2023 and 51 closed out, a net change of +1 holder.
- The largest Brookfield Asset Management buyer in Q3 2023 was Capital World Investors, an estimated $137M added.
- The largest Brookfield Asset Management seller in Q3 2023 was Brookfield Corp, an estimated $1.03B sold.
Based on aggregated 13F filings for Q3 2023.