Cliff Asness's BAM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 8.8K shares of Brookfield Asset Management Ltd. (BAM) worth $501,185, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 692.2K shares. Largest reduction occurred in Q1 2018, reducing 732.2K shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Brookfield Asset Management (BAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brookfield Asset Management (BAM) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +63,216 | Add 0.00% | 63,214 | $16.18 |
| Q2 2013 | +472,044 | Add 0.00% | 472,042 | $15.90 |
| Q3 2013 | +14,988 | Add 3.18% | 487,030 | $16.51 |
| Q4 2013 | +692,195 | Add 142.13% | 1.18 M | $17.14 |
| Q1 2014 | -128,468 | Reduce 10.89% | 1.05 M | $18.03 |
| Q2 2014 | +38,292 | Add 3.64% | 1.09 M | $19.43 |
| Q3 2014 | -1.09 M | Sold Out | 1.09 M | $0.00 |
| Q4 2014 | +1.17 M | New Buy | 1.17 M | $22.18 |
| Q1 2015 | +71,827 | Add 6.14% | 1.24 M | $23.61 |
| Q2 2015 | +117,189 | Add 9.43% | 1.36 M | $23.14 |
| Q3 2015 | +7,693 | Add 0.57% | 1.37 M | $20.74 |
| Q4 2015 | -161,366 | Reduce 11.80% | 1.21 M | $20.80 |
| Q1 2016 | -39,359 | Reduce 3.26% | 1.17 M | $23.12 |
| Q2 2016 | +21,503 | Add 1.84% | 1.19 M | $21.79 |
| Q3 2016 | -668,679 | Reduce 56.29% | 519,299 | $23.24 |
| Q4 2016 | -487,214 | Reduce 93.82% | 32,085 | $21.88 |
| Q1 2017 | +642,300 | Add 2001.87% | 674,385 | $24.05 |
| Q2 2017 | +96,500 | Add 14.31% | 770,885 | $25.94 |
| Q3 2017 | +39,189 | Add 5.08% | 810,074 | $27.27 |
| Q4 2017 | +55,260 | Add 6.82% | 865,334 | $28.91 |
| Q1 2018 | -732,211 | Reduce 84.62% | 133,123 | $25.79 |
| Q2 2018 | -114,654 | Reduce 86.13% | 18,469 | $26.86 |
| Q3 2018 | +8,037 | Add 43.52% | 26,506 | $29.43 |
| Q4 2018 | +53,401 | Add 201.47% | 79,907 | $25.35 |
| Q1 2019 | +9,010 | Add 11.28% | 88,917 | $30.85 |
| Q2 2019 | -88,917 | Sold Out | 88,917 | $0.00 |
| Q1 2025 | +4,848 | New Buy | 4,848 | $48.45 |
| Q2 2025 | -1,081 | Reduce 22.30% | 3,767 | $55.28 |
| Q3 2025 | +5,035 | Add 133.66% | 8,802 | $56.94 |
Cliff Asness's Brookfield Asset Management Investment FAQs
Cliff Asness first purchased Brookfield Asset Management Ltd. (BAM) in Q4 2012, acquiring 63,214 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Brookfield Asset Management Ltd. (BAM) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Brookfield Asset Management Ltd. (BAM) was in Q4 2014, adding 1,170,491 shares worth $25.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 8,802 shares of Brookfield Asset Management Ltd. (BAM), valued at approximately $501,185. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Brookfield Asset Management Ltd. (BAM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Brookfield Asset Management Ltd. (BAM) was 1,367,200 shares, as reported at the end of Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.