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Brookfield
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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 %
MCM
326
McKinley Capital Management
Alaska
$1.41M +$50.8K +1,223 +4%
UIM
327
USS Investment Management
United Kingdom
$1.4M – – –
CL
328
Choreo LLC
Illinois
$1.39M +$623K +15,153 +81%
PCM
329
PenderFund Capital Management
British Columbia, Canada
$1.36M – – –
MIM
330
Manitou Investment Management
Ontario, Canada
$1.35M +$16.2K +390 +1%
AWM
331
Avior Wealth Management
Nebraska
$1.34M -$9.6K -231 -0.7%
AT
332
Avalon Trust
New Mexico
$1.34M -$332K -8,000 -20%
SDWMA
333
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.33M – – –
EHC
334
Everett Harris & Co
California
$1.33M – – –
VAG
335
VisionPoint Advisory Group
Texas
$1.33M -$58.4K -1,405 -4%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$1.32M – – –
Lido Advisors
337
Lido Advisors
California
$1.31M +$13K +313 +1%
TPCM
338
Templeton & Phillips Capital Management
Tennessee
$1.3M +$1.3M +31,190 New
PL
339
Perpetual Ltd
Australia
$1.27M -$113K -2,719 -8%
TSW
340
Thompson Siegel & Walmsley
Virginia
$1.27M -$113K -2,719 -8%
EWM
341
Evercore Wealth Management
New York
$1.26M – – –
WCM Investment Management
342
WCM Investment Management
California
$1.26M +$447K +10,765 +55%
SCM
343
SOL Capital Management
Maryland
$1.25M -$91.8K -2,210 -7%
GC
344
Gilbert & Cook
Iowa
$1.24M -$185K -4,449 -13%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$1.23M +$218K +5,248 +22%
STA
346
Summit Trail Advisors
New York
$1.23M -$28.6K -688 -2%
NIM
347
Nexus Investment Management
Ontario, Canada
$1.22M +$5.07K +122 +0.4%
MIM
348
Moseley Investment Management
Florida
$1.2M – – –
CGIM
349
Capital Group Investment Management
Singapore
$1.19M -$120K -2,886 -9%
BBP
350
Banco BTG Pactual
Brazil
$1.16M +$1.16M +23,837 New
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