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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 %
SMI
276
Shelter Mutual Insurance
Missouri
$2.33M – – –
SCP
277
Stamos Capital Partners
California
$2.26M +$328K +7,890 +17%
PP
278
PDT Partners
New York
$2.24M +$2.24M +53,863 New
JPWM
279
Jamison Private Wealth Management
Georgia
$2.22M -$57.2K -1,406 -3%
TAM
280
Tocqueville Asset Management
New York
$2.19M -$29.5K -710 -1%
USAA
281
United Services Automobile Association
Texas
$2.19M -$56.1K -1,349 -2%
MOS
282
MGO One Seven
Ohio
$2.16M -$23.9K -576 -1%
MGP
283
Metis Global Partners
California
$2.13M -$11.9K -285 -0.6%
TW
284
TritonPoint Wealth
Maryland
$2.09M -$160K -3,844 -7%
PA
285
Procyon Advisors
Connecticut
$2.08M +$157K +3,780 +8%
HA
286
Herold Advisors
New York
$2.06M -$252K -6,062 -11%
AI
287
Atria Investments
North Carolina
$2.06M -$535K -12,890 -21%
CGH
288
Crossmark Global Holdings
Texas
$2.02M +$55.3K +1,330 +3%
HI
289
Hendershot Investments
Virginia
$2.02M -$102K -2,465 -5%
CCP
290
Carmel Capital Partners
California
$1.96M +$115K +2,779 +6%
SA
291
Sanctuary Advisors
Indiana
$1.96M +$1.96M +47,785 New
AIM
292
Allen Investment Management
New York
$1.94M – – –
THWM
293
Taylor Hoffman Wealth Management
Virginia
$1.93M +$12.5K +306 +0.7%
NIM
294
Needham Investment Management
New York
$1.93M – – –
TCM
295
Tandem Capital Management
New Jersey
$1.92M -$45.5K -1,070 -2%
AA
296
Ancora Advisors
Ohio
$1.91M +$8.02K +193 +0.4%
WHC
297
Wulff, Hansen & Co
California
$1.88M -$2.29K -56 -0.1%
SPIA
298
Steward Partners Investment Advisory
New York
$1.87M -$1.08M -25,945 -37%
UM
299
UniSuper Management
Australia
$1.86M +$745K +13,100 +67%
LOAMS
300
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.86M -$412K -9,903 -18%
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