Brookfield Asset Management
527 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 158 reducing their positions, and 44 closing their positions.
109% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 44
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 158
8% more funds holding
Funds holding: 486 → 527 (+41)
0.41% more ownership
Funds ownership: 66.69% → 67.1% (+0.41%)
3% less capital invested
Capital invested by funds: $11.6B → $11.3B (-$335M)
47% less call options, than puts
Call options by funds: $22.2M | Put options by funds: $41.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$218M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$110M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$109M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$86.7M |
| 5 |
Neuberger Berman Group
New York
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$85.6M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$36.4M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$31.3M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$30.5M |
| 5 |
Goldman Sachs
New York
|
-$23.1M |
BAM Hedge Fund Activity: Q2 2024 in Review
527 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2024, worth a combined $11.3B — down 2.9% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BAM positions and 44 closed out — a net gain of 48 holders — while 184 added to existing stakes and 158 trimmed.
The largest buyer was Vanguard Group, adding an estimated $218M. The largest seller was Principal Financial Group, cutting an estimated $85.6M.
- 527 institutional investors held Brookfield Asset Management (BAM) as of Q2 2024, up from 486 in Q1 2024.
- Funds reported $11.3B of Brookfield Asset Management stock for Q2 2024, down 2.9% quarter-over-quarter.
- 92 funds opened new Brookfield Asset Management positions in Q2 2024 and 44 closed out, a net change of +48 holders.
- The largest Brookfield Asset Management buyer in Q2 2024 was Vanguard Group, an estimated $218M added.
- The largest Brookfield Asset Management seller in Q2 2024 was Principal Financial Group, an estimated $85.6M sold.
Based on aggregated 13F filings for Q2 2024.