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Brookfield
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Overview Fund Activity

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$160M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$84M
4
CS
Cannell & Spears
New York
+$81.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$260M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$165M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$134M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$117M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
276
Metis Global Partners
California
$2.15M -$237K -5,668 -10%
SFI
277
Susquehanna Fundamental Investments
Pennsylvania
$2.14M +$2.14M +51,100 New
HI
278
Hendershot Investments
Virginia
$2.14M -$20.5K -490 -1%
KI
279
Keystone Investors
Singapore
$2.11M +$2.11M +50,440 New
Fiera Capital (Canada)
280
Fiera Capital (Canada)
Quebec, Canada
$2.1M -$272K -6,508 -11%
TRCT
281
Tower Research Capital (TRC)
New York
$2.09M +$1.21M +28,782 +137%
APG Asset Management
282
APG Asset Management
Netherlands
$2.03M +$34.9K +900 +2%
TCOV
283
Trust Company of Vermont
Vermont
$2.01M -$766K -18,296 -28%
Point72 Asset Management
284
Point72 Asset Management
Connecticut
$1.99M +$1.99M +47,600 New
CGH
285
Crossmark Global Holdings
Texas
$1.98M +$58.5K +1,396 +3%
CP
286
CenterBook Partners
Connecticut
$1.98M +$44.7K +1,067 +2%
HCM
287
Highlander Capital Management
New Jersey
$1.97M – – –
THWM
288
Taylor Hoffman Wealth Management
Virginia
$1.96M -$1.55K -37 -0.1%
AIM
289
Allen Investment Management
New York
$1.96M – – –
SCP
290
Stamos Capital Partners
California
$1.95M +$349K +8,340 +22%
PA
291
Procyon Advisors
Connecticut
$1.94M -$54.7K -1,306 -3%
NIM
292
Needham Investment Management
New York
$1.94M – – –
TCM
293
Tandem Capital Management
New Jersey
$1.93M -$10K -240 -0.5%
WHC
294
Wulff, Hansen & Co
California
$1.93M -$101K -2,410 -5%
AA
295
Ancora Advisors
Ohio
$1.92M +$52.3K +1,250 +3%
Barclays
296
Barclays
United Kingdom
$1.89M -$767K -18,301 -29%
CCP
297
Carmel Capital Partners
California
$1.86M -$22.9K -547 -1%
DTL
298
Dynamic Technology Lab
Singapore
$1.86M +$1.86M +44,324 New
HTI
299
Hikari Tsushin Inc
Japan
$1.83M – – –
SWM
300
Salvus Wealth Management
New Jersey
$1.82M -$2.26M -53,885 -55%
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