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Brookfield
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Overview Fund Activity

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
+$285M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$270M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$169M
4
Capital World Investors
Capital World Investors
California
+$168M
5
Charles Schwab
Charles Schwab
California
+$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$219M
3
Fidelity International
Fidelity International
Bermuda
-$150M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$4.33M -$26.9K -625 -0.6%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$4.28M +$16.2K +390 +0.4%
BlackRock
228
BlackRock
New York
$4.24M +$239K +5,759 +6%
HWM
229
Hohimer Wealth Management
Washington
$4.21M +$4.21M +101,312 New
SF
230
Synovus Financial
Georgia
$4.21M -$10.6K -256 -0.3%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$4.19M -$165K -3,962 -4%
Axa
232
Axa
France
$4.11M +$8.64K +208 +0.2%
OAM
233
Oppenheimer Asset Management
New York
$4.1M +$1.49M +35,938 +57%
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$3.96M +$88K +2,119 +2%
AUB
235
Atlantic Union Bankshares
Virginia
$3.74M +$3.12M +75,019 +496%
MSRPS
236
Maryland State Retirement & Pension System
Maryland
$3.74M +$346K +8,311 +10%
MGIA
237
Moneta Group Investment Advisors
Missouri
$3.69M -$63.4K -1,115 -2%
Allspring Global Investments
238
Allspring Global Investments
North Carolina
$3.65M -$45.6K -1,098 -1%
ATS
239
Ashton Thomas Securities
New York
$3.6M +$3.6M +83,647 New
KSWA
240
Kathleen S. Wright Associates
Pennsylvania
$3.58M -$91.7K -2,141 -2%
KPWS
241
Kestra Private Wealth Services
Texas
$3.57M +$462K +11,115 +15%
Osaic Holdings
242
Osaic Holdings
Arizona
$3.51M -$1.68M -40,442 -32%
CANC
243
Culbertson A N & Co
Virginia
$3.44M +$143K +3,440 +4%
Cerity Partners
244
Cerity Partners
New York
$3.38M -$525K -12,627 -13%
HP
245
Hosking Partners
United Kingdom
$3.37M +$3.37M +81,153 New
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$3.35M -$4.81M -115,924 -59%
EP
247
EPIQ Partners
Minnesota
$3.21M -$58.2K -1,400 -2%
PS
248
Principal Securities
Iowa
$3.16M +$18.6K +447 +0.6%
WW
249
Waterfront Wealth
Kansas
$3.15M -$27.3K -656 -0.9%
BFC
250
Blue Fin Capital
Rhode Island
$3.05M +$99.2K +2,389 +3%
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