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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 %
Jane Street
251
Jane Street
New York
$5.11M -$7.54M -131,232 -60%
MGIA
252
Moneta Group Investment Advisors
Missouri
$5.07M -$60.1K -1,046 -1%
KPWS
253
Kestra Private Wealth Services
Texas
$4.99M +$34.1K +594 +0.7%
PCIG
254
Partners Capital Investment Group
Massachusetts
$4.98M -$2.24M -39,057 -31%
BSCCG
255
Blue Sky Capital Consultants Group
California
$4.93M +$4.93M +85,807 New
Cerity Partners
256
Cerity Partners
New York
$4.92M -$403K -7,395 -8%
WP
257
WMS Partners
Maryland
$4.76M -$1.84K -32 -0%
CANC
258
Culbertson A N & Co
Virginia
$4.72M -$16.1K -280 -0.3%
KSWA
259
Kathleen S. Wright Associates
Pennsylvania
$4.71M -$91.8K -1,600 -2%
RDIA
260
RE Dickinson Investment Advisors
Iowa
$4.7M +$8.62K +15 +0.2%
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$4.59M -$475K -8,262 -9%
OC
262
Oppenheimer & Co
New York
$4.59M +$2.63M +45,713 +134%
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$4.52M +$56K +974 +1%
Barclays
264
Barclays
United Kingdom
$4.48M +$376K +6,545 +9%
AUB
265
Atlantic Union Bankshares
Virginia
$4.42M -$591K -10,283 -12%
WW
266
Waterfront Wealth
Kansas
$4.31M -$43.5K -757 -1%
KJHP
267
K.J. Harrison & Partners
Ontario, Canada
$4.28M +$358K +6,235 +9%
BFC
268
Blue Fin Capital
Rhode Island
$4.19M -$42.5K -739 -1%
Allianz Asset Management
269
Allianz Asset Management
Germany
$4.15M -$18.2K -317 -0.4%
Axa
270
Axa
France
$4.14M -$747K -13,007 -15%
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
$4M -$3M -52,188 -43%
BPA
272
Beacon Pointe Advisors
California
$3.99M +$121K +2,109 +3%
SFI
273
Susquehanna Fundamental Investments
Pennsylvania
$3.98M +$3.98M +69,300 New
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$3.94M +$640K +11,136 +19%
PS
275
Principal Securities
Iowa
$3.94M -$266K -4,637 -6%
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