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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 %
TCM
301
Tandem Capital Management
New Jersey
$2.25M -$141K -2,647 -6%
VPIM
302
Vanguard Personalized Indexing Management
California
$2.18M +$185K +3,474 +9%
US Bancorp
303
US Bancorp
Minnesota
$2.14M +$163K +3,071 +8%
WHC
304
Wulff, Hansen & Co
California
$2.11M -$286K -5,483 -12%
CCP
305
Carmel Capital Partners
California
$2.06M -$441K -8,292 -18%
RWM
306
Ritholtz Wealth Management
New York
$2.01M +$927K +17,439 +85%
QOP
307
Quinn Opportunity Partners
Virginia
$2M – – –
RG
308
Rathbones Group
United Kingdom
$1.99M -$123K -2,314 -6%
RCM
309
Radnor Capital Management
Pennsylvania
$1.96M +$80.7K +1,518 +4%
PAS
310
Park Avenue Securities
New York
$1.95M +$3.83K +72 +0.2%
DWM
311
Dorchester Wealth Management
Quebec, Canada
$1.94M -$90.2K -1,699 -4%
BBHC
312
Brown Brothers Harriman & Co
New York
$1.94M +$84.1K +1,582 +5%
NFA
313
Northwest Financial Advisors
Virginia
$1.92M -$850 -16 -0%
HFS
314
Hantz Financial Services
Michigan
$1.91M -$119K -2,244 -6%
SEI Investments
315
SEI Investments
Pennsylvania
$1.91M +$1.91M +35,845 New
TPCM
316
Templeton & Phillips Capital Management
Tennessee
$1.9M +$239K +4,488 +14%
FT
317
Fiduciary Trust
Massachusetts
$1.89M -$33K -621 -2%
TCOV
318
Trust Company of Vermont
Vermont
$1.89M -$162K -3,039 -8%
ET
319
Entropy Technologies
New York
$1.88M +$1.88M +35,341 New
LIM
320
Leavell Investment Management
Alabama
$1.87M +$1.47M +27,696 +373%
PFP
321
Pinnacle Financial Partners
Tennessee
$1.86M -$1.67M -31,361 -47%
Fiera Capital (Canada)
322
Fiera Capital (Canada)
Quebec, Canada
$1.84M -$257K -4,840 -12%
OC
323
Oppenheimer & Co
New York
$1.81M -$77.9K -1,466 -4%
CSS
324
Cubist Systematic Strategies
Connecticut
$1.8M – – –
HIM
325
Hillsdale Investment Management
Ontario, Canada
$1.79M -$1.9M -35,670 -51%
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