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Brookfield
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Overview Fund Activity

813 hedge funds and large institutions have $59.5B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 276 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+75
Holders Change %
+10.16%
% of All Funds
10.83%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.89%
New
118
Increased
239
Reduced
276
Closed
31
Calls
$109M
Puts
$53.3M
Net Calls
+$55.8M
Net Calls Change
-$80.1M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.11B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$211M
3
ROTUOC
Regents of the University of California
California
$154M
4
PSCM
Pershing Square Capital Management
New York
$2B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$460M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$3B
2
Goldman Sachs
Goldman Sachs
New York
$241M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$469M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.86B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
226
Lee, Danner & Bass
Tennessee
$6.65M -$472K -8,218 -7%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$6.64M +$150K +2,608 +2%
William Blair & Company
228
William Blair & Company
Illinois
$6.59M +$300K +5,223 +5%
O
229
Ossiam
France
$6.52M -$1.67M -29,124 -20%
LOAMS
230
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.18M +$633K +5,330 +11%
TC
231
Tacita Capital
Ontario, Canada
$6.16M -$355K -6,195 -5%
State of New Jersey Common Pension Fund D
232
State of New Jersey Common Pension Fund D
New Jersey
$6.08M – – –
SSB
233
Sandy Spring Bank
Maryland
$6.06M -$193K -3,354 -3%
AllianceBernstein
234
AllianceBernstein
Tennessee
$6M +$2.41K +42 +0%
Luther King Capital Management (LKCM)
235
Luther King Capital Management (LKCM)
Texas
$5.93M +$41.5K +722 +0.7%
GIA
236
Gateway Investment Advisers
Ohio
$5.91M -$2.67M -46,454 -31%
TC
237
TownSquare Capital
Utah
$5.88M -$925K -16,101 -14%
OAM
238
Oppenheimer Asset Management
New York
$5.88M +$128K +2,232 +2%
HP
239
Hosking Partners
United Kingdom
$5.85M +$1.89M +32,877 +48%
HWM
240
Hohimer Wealth Management
Washington
$5.8M -$5.4K -94 -0.1%
PP
241
Pacifica Partners
Canada
$5.67M -$69.3K -1,207 -1%
USAA
242
United Services Automobile Association
Texas
$5.53M – – –
AC
243
AMS Capital
Brazil
$5.53M +$5.53M +96,210 New
RL
244
Ruffer LLP
United Kingdom
$5.4M -$575K -10,000 -10%
SF
245
Synovus Financial
Georgia
$5.35M +$96.4K +1,678 +2%
GAM
246
Generali Asset Management
Italy
$5.34M +$5.34M +64,603 New
ATS
247
Ashton Thomas Securities
New York
$5.29M +$97.9K +1,704 +2%
GIM
248
Gold Investment Management
Alberta, Canada
$5.28M +$52.2K +908 +1%
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$5.23M -$358K -6,237 -6%
TSWM
250
Triangle Securities Wealth Management
North Carolina
$5.18M +$520K +9,048 +11%
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