Exploring Brookfield Asset Management Inc. (BAM) Investor Profile: Who’s Buying and Why?

Exploring Brookfield Asset Management Inc. (BAM) Investor Profile: Who’s Buying and Why?

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Who Invests in Brookfield Asset Management Inc. (BAM) and Why?

Investor Profile Analysis for Asset Management Company

As of 2024, the investor base for this asset management company demonstrates a diverse and sophisticated investment landscape.

Key Investor Types Breakdown

Investor Category Percentage of Total Ownership Investment Volume
Institutional Investors 82.4% $43.6 billion
Retail Investors 12.6% $6.7 billion
Hedge Funds 3.5% $1.8 billion
Insider Ownership 1.5% $790 million

Investor Motivations

  • Stable dividend yield of 4.7%
  • Global infrastructure investment portfolio
  • Consistent annual revenue growth of 8.2%
  • Diversified asset management strategy

Investment Strategies

Strategy Type Investor Percentage Average Investment Horizon
Long-Term Value Investing 67.3% 7-10 years
Growth-Oriented Strategy 22.5% 3-5 years
Short-Term Trading 10.2% 6-12 months

Top Institutional Investors

Investor Name Total Shares Percentage Ownership
Vanguard Group 42.3 million 8.6%
BlackRock Inc. 36.7 million 7.4%
Capital World Investors 28.5 million 5.9%



Institutional Ownership and Major Shareholders of Brookfield Asset Management Inc. (BAM)

Investor Profile Analysis for Asset Management Company

As of 2024, the investor base for this asset management company demonstrates a diverse and sophisticated investment landscape.

Key Investor Types Breakdown

Investor Category Percentage of Total Ownership Investment Volume
Institutional Investors 82.4% $43.6 billion
Retail Investors 12.6% $6.7 billion
Hedge Funds 3.5% $1.8 billion
Insider Ownership 1.5% $790 million

Investor Motivations

  • Stable dividend yield of 4.7%
  • Global infrastructure investment portfolio
  • Consistent annual revenue growth of 8.2%
  • Diversified asset management strategy

Investment Strategies

Strategy Type Investor Percentage Average Investment Horizon
Long-Term Value Investing 67.3% 7-10 years
Growth-Oriented Strategy 22.5% 3-5 years
Short-Term Trading 10.2% 6-12 months

Top Institutional Investors

Investor Name Total Shares Percentage Ownership
Vanguard Group 42.3 million 8.6%
BlackRock Inc. 36.7 million 7.4%
Capital World Investors 28.5 million 5.9%



Key Investors and Their Influence on Brookfield Asset Management Inc. (BAM)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 85.7%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group 58,432,110 12.4%
BlackRock Inc. 45,276,543 9.6%
Capital World Investors 37,890,221 8.0%
State Street Corporation 32,654,987 6.9%

Recent ownership changes reveal interesting trends:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Foreign institutional ownership grew by 2.7%
  • Hedge funds added 1.5 million shares during the same period

Key institutional investor metrics include:

  • Total institutional funds: $472 million
  • Number of institutional investors: 684
  • Institutional turnover rate: 12.3%

Ownership concentration highlights significant institutional involvement, with the top 10 investors controlling approximately 47.9% of total shares.




Market Impact and Investor Sentiment of Brookfield Asset Management Inc. (BAM)

Key Investors and Their Strategic Impact

The investor landscape for this asset management company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
Vanguard Group Inc 9.2% 62,415,380 shares
BlackRock Inc 8.7% 58,936,245 shares
Capital Group Companies 7.5% 50,725,610 shares

Significant Investor Movements

  • Institutional investors currently hold 67.3% of total outstanding shares
  • Insider ownership represents 3.8% of total shares
  • Foreign institutional investors account for 22.5% of total institutional holdings

Recent Investment Dynamics

Key investment trends demonstrate strategic positioning by major financial institutions:

Investor Category Net Purchases Net Sales
Mutual Funds $425 million $312 million
Hedge Funds $213 million $187 million

Investment Strategy Insights

  • Average institutional investor holding period: 3.6 years
  • Quarterly institutional investor turnover rate: 12.4%
  • Median institutional investment size: $45 million

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