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Brookfield Asset Management
BAM

526 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.

New
Increased
Maintained
Reduced
Closed

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: 485 → 526 (+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 (-$322M)

47% less call options, than puts

Call options by funds: $22.2M | Put options by funds: $41.8M

Holders
526
Holders Change
+41
Holders Change %
+8.45%
% of All Funds
7.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
158
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
3
Fidelity International
Fidelity International
Bermuda
+$109M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$86.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$71M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$85.6M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$36.4M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$31.3M
4
Capital World Investors
Capital World Investors
California
-$30.5M
5
Goldman Sachs
Goldman Sachs
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$1.17B – – –
Capital World Investors
2
Capital World Investors
California
$904M -$30.5M -775,883 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$788M +$28.2M +716,798 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$620M +$218M +5,542,510 +52%
Capital International Investors
5
Capital International Investors
California
$607M +$69.1M +1,757,426 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$605M -$11.7M -297,140 -2%
Fidelity International
7
Fidelity International
Bermuda
$548M +$109M +2,766,927 +24%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$516M +$41.9M +1,066,015 +9%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$515M +$86.7M +2,205,040 +19%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$352M -$17.5M -446,319 -5%
Principal Financial Group
11
Principal Financial Group
Iowa
$336M -$85.6M -2,178,151 -20%
Norges Bank
12
Norges Bank
Norway
$268M +$53.8M +1,367,664 +24%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261M +$110M +2,788,611 +69%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$225M -$441K -11,218 -0.2%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$171M -$2.62M -66,753 -1%
Goldman Sachs
16
Goldman Sachs
New York
$143M -$23.1M -586,668 -14%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$136M +$11M +278,613 +8%
DC
18
Davenport & Co
Virginia
$124M -$1.99M -50,538 -2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$114M +$71M +1,806,107 +152%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$109M +$3.45M +87,680 +3%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$106M -$12.3M -311,843 -10%
DWA
22
Douglass Winthrop Advisors
New York
$97.8M +$2.51M +63,884 +3%
Bank of America
23
Bank of America
North Carolina
$94.3M +$1.68M +42,645 +2%
Morgan Stanley
24
Morgan Stanley
New York
$90.4M +$39.3M +998,515 +73%
MG
25
Markel Group
Virginia
$83.5M – – –
1
2 3 4 5

BAM Hedge Fund Activity: Q2 2024 in Review

526 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2024, worth a combined $11.3B — down 2.8% 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.

  • 526 institutional investors held Brookfield Asset Management (BAM) as of Q2 2024, up from 485 in Q1 2024.
  • Funds reported $11.3B of Brookfield Asset Management stock for Q2 2024, down 2.8% 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.