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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 %
DKCM
301
Davidson Kahn Capital Management
California
$2.94M +$2.94M +51,109 New
TW
302
TritonPoint Wealth
Maryland
$2.86M -$35.3K -615 -1%
PA
303
Procyon Advisors
Connecticut
$2.76M -$22.6K -394 -0.8%
CLA
304
Carnegie Lake Advisors
New Jersey
$2.73M – – –
HA
305
Herold Advisors
New York
$2.72M -$115K -1,999 -4%
CCS
306
Concentric Capital Strategies
Connecticut
$2.72M +$2.72M +47,285 New
SA
307
Sanctuary Advisors
Indiana
$2.72M +$218K +3,514 +9%
THCM
308
Taylor Hoffman Capital Management
Virginia
$2.69M – – –
JSSH
309
J. Safra Sarasin Holding
$2.69M -$739K -12,865 -22%
AIM
310
Allen Investment Management
New York
$2.68M – – –
SPIA
311
Steward Partners Investment Advisory
New York
$2.68M -$18K -313 -0.7%
NIM
312
Needham Investment Management
New York
$2.66M – – –
AA
313
Ancora Advisors
Ohio
$2.63M -$11.5K -200 -0.4%
AI
314
Atria Investments
North Carolina
$2.59M -$103K -1,795 -4%
QCM
315
Quantinno Capital Management
New York
$2.57M +$1.03M +17,976 +67%
RC
316
Roundview Capital
New Jersey
$2.52M +$1.07M +18,648 +74%
HTI
317
Hikari Tsushin Inc
Japan
$2.51M – – –
JHCP
318
Jackson Hole Capital Partners
Oklahoma
$2.5M -$31.3K -544 -1%
Assenagon Asset Management
319
Assenagon Asset Management
Luxembourg
$2.47M -$47K -819 -2%
CL
320
Choreo LLC
Illinois
$2.46M +$543K +9,449 +28%
US Bancorp
321
US Bancorp
Minnesota
$2.42M +$107K +1,855 +5%
SWM
322
Salvus Wealth Management
New Jersey
$2.42M -$25.3K -441 -1%
CP
323
CenterBook Partners
Connecticut
$2.4M +$557K +9,692 +30%
RWM
324
Ritholtz Wealth Management
New York
$2.39M +$212K +3,684 +10%
CCP
325
Carmel Capital Partners
California
$2.33M +$101K +1,754 +5%
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