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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 %
American Century Companies
276
American Century Companies
Missouri
$3.68M +$126K +2,200 +4%
QOP
277
Quinn Opportunity Partners
Virginia
$3.6M +$1.44M +25,000 +66%
WJWM
278
Williams Jones Wealth Management
New York
$3.6M +$57.9K +1,007 +2%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$3.59M -$119K -2,069 -3%
GF
280
Gabelli Funds
New York
$3.56M – – –
EP
281
EPIQ Partners
Minnesota
$3.56M -$561K -9,760 -14%
PIC
282
Portland Investment Counsel
Ontario, Canada
$3.46M – – –
PGCM
283
Prescott Group Capital Management
Oklahoma
$3.45M – – –
First Trust Advisors
284
First Trust Advisors
Illinois
$3.44M +$3.44M +59,938 New
WCM Investment Management
285
WCM Investment Management
California
$3.38M +$1.64M +28,541 +94%
VPI
286
Value Partners Investments
Manitoba, Canada
$3.35M -$512K -7,306 -13%
SAM
287
Shell Asset Management
Netherlands
$3.26M – – –
CAM
288
Cresset Asset Management
Illinois
$3.25M -$472K -8,223 -13%
Capital Fund Management (CFM)
289
Capital Fund Management (CFM)
France
$3.24M +$3.24M +56,429 New
CC
290
Chicago Capital
Illinois
$3.24M – – –
GWM
291
Guardian Wealth Management
Illinois
$3.24M -$90.1K -1,568 -3%
SMI
292
Shelter Mutual Insurance
Missouri
$3.22M – – –
IMCOOI
293
Investment Management Corp of Ontario (IMCO)
Canada
$3.22M -$454K -7,900 -12%
TAM
294
Tocqueville Asset Management
New York
$3.19M +$223K +3,887 +8%
Osaic Holdings
295
Osaic Holdings
Arizona
$3.17M -$1.05M -18,205 -25%
CGH
296
Crossmark Global Holdings
Texas
$3.15M +$40.9K +712 +1%
MOS
297
MGO One Seven
Ohio
$3.12M +$270K +4,694 +9%
JPWM
298
Jamison Private Wealth Management
Georgia
$3.08M +$1.42K +25 +0%
CII
299
Capital International Inc
California
$3.03M -$468K -8,151 -13%
MGP
300
Metis Global Partners
California
$2.95M +$82.9K +1,443 +3%
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