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Brookfield
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Overview Fund Activity

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M

Top Buyers

1
PSCM
1
Pershing Square Capital Management
New York
$1.74B
2
Select Equity Group
2
Select Equity Group
New York
$517M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$405M
4
Fidelity International
4
Fidelity International
Bermuda
$994M
5
TP
5
Third Point
New York
$251M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$321K
4
Goldman Sachs
4
Goldman Sachs
New York
$481M
5
Morgan Stanley
5
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
Hohimer Wealth Management
Washington
$5.37M -$11.4K -215 -0.2%
OAM
227
Oppenheimer Asset Management
New York
$5.32M +$76.6K +1,442 +1%
PP
228
Pacifica Partners
Canada
$5.32M -$28.7K -540 -0.5%
Cerity Partners
229
Cerity Partners
New York
$5.19M +$873K +16,425 +20%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$5.17M +$103K +1,929 +2%
SF
231
Synovus Financial
Georgia
$4.86M -$524K -9,868 -10%
GIM
232
Gold Investment Management
Alberta, Canada
$4.84M -$717K -13,469 -13%
ATS
233
Ashton Thomas Securities
New York
$4.8M +$354K +6,657 +8%
MGIA
234
Moneta Group Investment Advisors
Missouri
$4.74M +$1.29M +24,341 +38%
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$4.68M -$92.3K -1,739 -2%
AUB
236
Atlantic Union Bankshares
Virginia
$4.64M -$155K -2,923 -3%
LOAMS
237
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.63M +$202K +2,033 +5%
KPWS
238
Kestra Private Wealth Services
Texas
$4.59M +$14.8K +278 +0.3%
Axa
239
Axa
France
$4.52M -$732K -13,771 -14%
KSWA
240
Kathleen S. Wright Associates
Pennsylvania
$4.45M +$5.37K +101 +0.1%
WP
241
WMS Partners
Maryland
$4.4M +$4.4M +82,845 New
CANC
242
Culbertson A N & Co
Virginia
$4.38M -$12.7K -239 -0.3%
TSWM
243
Triangle Securities Wealth Management
North Carolina
$4.31M +$2.38M +44,781 +123%
RBA
244
Richard Bernstein Advisors
New York
$4.15M +$4.15M +78,061 New
Allspring Global Investments
245
Allspring Global Investments
North Carolina
$4.13M -$545K -10,247 -12%
WW
246
Waterfront Wealth
Kansas
$4.08M – – –
IIM
247
INTECH Investment Management
Florida
$3.94M +$301K +5,662 +8%
BFC
248
Blue Fin Capital
Rhode Island
$3.92M +$10.4K +195 +0.3%
Osaic Holdings
249
Osaic Holdings
Arizona
$3.9M -$592K -11,124 -13%
PS
250
Principal Securities
Iowa
$3.89M -$161K -3,022 -4%
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