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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
SG Americas Securities
New York
$321K
4
Goldman Sachs
Goldman Sachs
New York
$481M
5
Morgan Stanley
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
$2.87M +$287K +5,392 +11%
JPWM
277
Jamison Private Wealth Management
Georgia
$2.81M -$5.17K -100 -0.2%
TAM
278
Tocqueville Asset Management
New York
$2.74M -$68K -1,280 -2%
TW
279
TritonPoint Wealth
Maryland
$2.69M – – –
MGP
280
Metis Global Partners
California
$2.65M -$70.2K -1,322 -3%
MOS
281
MGO One Seven
Ohio
$2.64M -$128K -2,402 -5%
HA
282
Herold Advisors
New York
$2.62M -$9.94K -187 -0.4%
PA
283
Procyon Advisors
Connecticut
$2.57M -$93.7K -1,762 -4%
Verition Fund Management
284
Verition Fund Management
Connecticut
$2.53M +$1.73M +32,564 +216%
CLA
285
Carnegie Lake Advisors
New Jersey
$2.53M +$2.53M +47,590 New
AG
286
AlTi Global
New York
$2.52M -$586K -11,029 -19%
SPIA
287
Steward Partners Investment Advisory
New York
$2.5M +$99.9K +1,879 +4%
AI
288
Atria Investments
North Carolina
$2.5M -$136K -2,564 -5%
AIM
289
Allen Investment Management
New York
$2.48M – – –
Squarepoint
290
Squarepoint
New York
$2.48M +$1.64M +30,946 +197%
THCM
291
Taylor Hoffman Capital Management
Virginia
$2.48M +$2.48M +46,790 New
USAA
292
United Services Automobile Association
Texas
$2.48M -$320K -6,028 -11%
NIM
293
Needham Investment Management
New York
$2.46M – – –
AA
294
Ancora Advisors
Ohio
$2.44M – – –
UM
295
UniSuper Management
Australia
$2.35M – – –
SA
296
Sanctuary Advisors
Indiana
$2.34M -$444K -7,625 -16%
JHCP
297
Jackson Hole Capital Partners
Oklahoma
$2.34M -$19.2K -362 -0.8%
Assenagon Asset Management
298
Assenagon Asset Management
Luxembourg
$2.33M +$168K +3,159 +8%
HTI
299
Hikari Tsushin Inc
Japan
$2.33M – – –
SWM
300
Salvus Wealth Management
New Jersey
$2.26M -$5.85K -110 -0.3%
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