Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookfield Asset Managmt Ltd (BAM)

621 + 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
1Q ▼
Buyers last Q
50%

Smart Money Signals — BAM

Based on 628 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
628 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 — +5% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

299 buying298 selling
Last quarter: 299 funds bought or added vs 298 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.
➡️

Steady new buyers — ~79 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 113 → 83 → 79. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 18% new
410 out of 628 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.
➡️

Steady discovery — ~79 new funds/quarter

90 → 55 → 113 → 83 → 79 new funds/Q
New funds entering each quarter: 55 → 113 → 83 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 653 holders: 446 (68%) are 2+ year veterans, 67 entered 1–2 years ago, and 140 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
59 of 622 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 Q2, 299 hedge funds were net buyers of BAM (79 opened a new position, 220 added to an existing one), while 298 reduced or exited (217 trimmed, 81 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 628.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: BAM
621 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 621 630 -1.43%
13F Shares 1.49B 1.49B 0.26%
Total Value $66.78B $65.86B 1.39%
New Positions 79 83 -4
Increased Positions 213 234 -21
Closed Positions 82 76 +6
Reduced Positions 209 194 +15
Total Calls 15 12 25.0%
Total Puts 14 15 -6.67%
PUT/CALL Ratio 0.93 1.25 Neutral

Statistics: BAM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

621 + 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 BAM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BROOKFIELD Corp /ON/ 69.50% 1,193,021,145 $53.51B
2 Partners Value Investments L.P. 13.55% 29,588,407 $1.33B
3 Portland Investment Counsel INC. 5.28% 422,387 $18.9M
4 Broad Run Investment Management, LLC 4.16% 602,709 $27.0M
5 GFI Investment Counsel Ltd. 3.29% 541,297 $24.2M
6 Nicola Wealth Management LTD. 2.66% 515,658 $23.1M
7 Sather Financial Group Inc 2.43% 944,347 $42.4M
8 America First Investment Advisors, LLC 2.38% 285,378 $12.8M
9 Intact Investment Management INC. 2.05% 1,609,078 $72.2M
10 West Bancorporation Inc 1.79% 93,091 $4.2M
11 Douglass Winthrop Advisors, LLC 1.62% 2,095,371 $94.0M
12 Cooke & Bieler LP 1.59% 3,064,050 $137.4M
13 Blue Zone Wealth Advisors, LLC 1.48% 189,447 $8.5M
14 Tacita Capital Inc 1.39% 57,099 $2.6M
15 Guardian Partners Inc. 1.34% 329,729 $14.8M
16 Blue Sky Capital Consultants Group, Inc. 1.25% 65,401 $2.9M
17 Polar Asset Management Partners Inc. 1.22% 1,650,165 $74.0M
18 DDD Partners, LLC 1.22% 435,175 $19.5M
19 Bruni J V & Co /Co 1.11% 270,666 $12.1M
20 JCIC Asset Management Inc. 1.09% 79,918 $3.5M
21 Davidson Kahn Capital Management, LLC 1.06% 55,125 $2.5M
22 Landmark Investment Partners, L.P. 1.01% 73,864 $4.0M
23 Laffer Tengler Investments, INC. 0.98% 170,279 $7.6M
24 Fenimore Asset Management Inc 0.84% 908,085 $40.7M
25 Madison Asset Management, LLC 0.84% 1,570,419 $70.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BAM?

Slight buying edge — 50% buying: Last quarter: 299 funds bought or added vs 298 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: 59 of 622 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?

65% of holders stayed for 2+ years: 410 out of 628 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.

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.

Full history →