Brookfield Asset Management
485 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 163 reducing their positions, and 36 closing their positions.
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
7% more capital invested
Capital invested by funds: $10.9B → $11.6B (+$764M)
2% more funds holding
Funds holding: 475 → 485 (+10)
1.35% more ownership
Funds ownership: 65.33% → 66.69% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 163
64% less call options, than puts
Call options by funds: $27.7M | Put options by funds: $76.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$201M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$193M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$55.2M |
| 4 |
Goldman Sachs
New York
|
+$43.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$137M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$95.5M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$30.8M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$29.7M |
| 5 |
Morgan Stanley
New York
|
-$28.2M |
BAM Hedge Fund Activity: Q1 2024 in Review
485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2024, worth a combined $11.6B — up 7% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BAM positions and 36 closed out — a net gain of 16 holders — while 160 added to existing stakes and 163 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $201M. The largest seller was AKRE Capital Management, cutting an estimated $137M.
- 485 institutional investors held Brookfield Asset Management (BAM) as of Q1 2024, up from 475 in Q4 2023.
- Funds reported $11.6B of Brookfield Asset Management stock for Q1 2024, up 7% quarter-over-quarter.
- 52 funds opened new Brookfield Asset Management positions in Q1 2024 and 36 closed out, a net change of +16 holders.
- The largest Brookfield Asset Management buyer in Q1 2024 was Mackenzie Financial, an estimated $201M added.
- The largest Brookfield Asset Management seller in Q1 2024 was AKRE Capital Management, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2024.