Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROOKFIELD ASSET MANAGMT LTD (BAM)

624 + Investors. Track Smart Money conviction in BAM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — BAM

Based on 624 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
624 hedge funds hold BAM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

317 buying278 selling
Last quarter: 317 funds bought or added vs 278 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 89 → 55 → 112 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 19% new
395 out of 624 hedge funds have held BAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -16%

Value
-16%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

80 → 89 → 55 → 112 → 82 new funds/Q
New funds entering each quarter: 89 → 55 → 112 → 82. A growing number of institutions are discovering BAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Of 644 current holders: 437 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
57 of 624 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BAM

In 2026 Q1, 317 hedge funds were net buyers of BAM (82 opened a new position, 235 added to an existing one), while 278 reduced or exited (198 trimmed, 80 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 624.

Hedge Fund Ownership: BAM

How many hedge funds hold BAM — quarterly history vs. share price
Quarterly hedge fund ownership of BAM vs. share price

Market Analysis: BAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BROOKFIELD ASSET MANAGMT LTD (BAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BAM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
BAM
+8.4%
XLF
+5.2%

BAM outperformed XLF by +3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
BAM
+0.0%
XLF
+1.6%

Since the filing became public, BAM outperformed XLF by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BAM
624 + Investors

Track Smart Money conviction in BAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 624 622 0.32%
13F Shares 1.48B 1.50B -1.0%
Total Value $65.61B $78.48B -16.4%
New Positions 82 112 -30
Increased Positions 233 192 +41
Closed Positions 80 68 +12
Reduced Positions 192 207 -15
Total Calls 12 9 33.33%
Total Puts 15 11 36.36%
PUT/CALL Ratio 1.25 1.22 Bearish

Statistics: BAM

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

624 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BAM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of BAM — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BROOKFIELD Corp /ON/ 71.44% 1,193,021,145 $53.03B
2 Partners Value Investments L.P. 14.07% 29,588,407 $1.32B
3 PORTLAND INVESTMENT COUNSEL INC. 6.01% 422,387 $18.7M
4 Broad Run Investment Management, LLC 4.73% 603,637 $26.8M
5 GFI Investment Counsel Ltd. 3.36% 554,753 $24.6M
6 America First Investment Advisors, LLC 2.36% 284,947 $12.7M
7 NICOLA WEALTH MANAGEMENT LTD. 2.31% 433,758 $19.3M
8 Timelo Investment Management Inc. 2.28% 65,000 $2.9M
9 INTACT INVESTMENT MANAGEMENT INC. 2.10% 1,661,168 $73.8M
10 WEST BANCORPORATION INC 2.06% 93,091 $4.1M
11 Blue Zone Wealth Advisors, LLC 1.75% 193,206 $8.6M
12 Douglass Winthrop Advisors, LLC 1.71% 2,109,243 $93.5M
13 Sather Financial Group Inc 1.56% 571,709 $25.4M
14 Beutel, Goodman & Co Ltd. 1.56% 5,189,113 $230K
15 COOKE & BIELER LP 1.55% 3,085,428 $137.1M
16 Davidson Kahn Capital Management, LLC 1.29% 54,621 $2.4M
17 Tacita Capital Inc 1.28% 48,820 $2.2M
18 BRUNI J V & CO /CO 1.27% 274,186 $12.2M
19 Guardian Partners Inc. 1.27% 341,610 $15.2M
20 Blue Sky Capital Consultants Group, Inc. 1.10% 51,811 $2.3M
21 JCIC Asset Management Inc. 1.09% 79,918 $3.5M
22 LAFFER TENGLER INVESTMENTS, INC. 1.07% 162,520 $7.2M
23 Lipe & Dalton 1.04% 44,804 $2K
24 TEALWOOD ASSET MANAGEMENT INC 1.04% 51,448 $2K
25 MCDONALD CAPITAL INVESTORS INC/CA 1.03% 339,035 $15.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BROOKFIELD ASSET MANAGMT LTD (BAM)

What does the Smart Money Trend signal show for BAM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BAM?

Slight buying edge — 53% buying: Last quarter: 317 funds bought or added vs 278 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BAM holders?

Smaller funds dominant — 10% AUM from top-100: 57 of 624 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BAM?

63% of holders stayed for 2+ years: 395 out of 624 hedge funds have held BAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy BROOKFIELD ASSET MANAGMT LTD (BAM) following the 2026 Q1 hedge fund 13F filings?

As of today, BAM has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), BAM has gained +8.4% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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