BN icon

Brookfield
BN

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 %
JHCP
301
Jackson Hole Capital Partners
Oklahoma
$1.84M +$46.5K +1,119 +3%
HTI
302
Hikari Tsushin Inc
Japan
$1.82M – – –
Man Group
303
Man Group
United Kingdom
$1.78M +$1.78M +42,860 New
SWM
304
Salvus Wealth Management
New Jersey
$1.77M -$36.4K -877 -2%
Assenagon Asset Management
305
Assenagon Asset Management
Luxembourg
$1.69M -$11.5K -277 -0.7%
RG
306
Rathbones Group
United Kingdom
$1.65M -$2.29K -55 -0.1%
Fiera Capital (Canada)
307
Fiera Capital (Canada)
Quebec, Canada
$1.64M -$451K -10,849 -22%
TCOV
308
Trust Company of Vermont
Vermont
$1.6M -$387K -9,314 -19%
CF
309
Canoe Financial
Alberta, Canada
$1.6M – – –
DWM
310
Dorchester Wealth Management
Quebec, Canada
$1.59M -$162K -3,902 -9%
HFS
311
Hantz Financial Services
Michigan
$1.59M -$55.4K -1,334 -3%
VPIM
312
Vanguard Personalized Indexing Management
California
$1.56M +$266K +6,394 +20%
QOP
313
Quinn Opportunity Partners
Virginia
$1.56M -$1.25M -30,000 -44%
US Bancorp
314
US Bancorp
Minnesota
$1.55M +$54.8K +1,318 +4%
PAS
315
Park Avenue Securities
New York
$1.53M +$220K +5,282 +17%
BIM
316
Bridges Investment Management
Nebraska
$1.51M +$1.51M +36,400 New
KWM
317
Koa Wealth Management
California
$1.51M -$16.9K -406 -1%
TSWM
318
Triangle Securities Wealth Management
North Carolina
$1.51M +$1.51M +36,308 New
FT
319
Fiduciary Trust
Massachusetts
$1.5M +$101K +2,440 +7%
NFA
320
Northwest Financial Advisors
Virginia
$1.5M -$48.3K -1,163 -3%
OC
321
Oppenheimer & Co
New York
$1.48M -$4.2K -101 -0.3%
RCM
322
Radnor Capital Management
Pennsylvania
$1.47M +$46.7K +1,125 +3%
BBHC
323
Brown Brothers Harriman & Co
New York
$1.45M -$16.2K -390 -1%
GT
324
Glenmede Trust
Pennsylvania
$1.42M +$455K +10,953 +47%
CSS
325
Cubist Systematic Strategies
Connecticut
$1.41M – – –
11 12
13
14 15