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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 %
KWM
326
Koa Wealth Management
California
$1.79M -$146K -2,738 -8%
UIM
327
USS Investment Management
United Kingdom
$1.78M – – –
MIM
328
Manitou Investment Management
Ontario, Canada
$1.77M +$48.6K +914 +3%
CL
329
Choreo LLC
Illinois
$1.77M -$28.1K -530 -2%
BIM
330
Bridges Investment Management
Nebraska
$1.73M -$201K -3,783 -10%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$1.72M +$37.4K +703 +2%
PP
332
PDT Partners
New York
$1.72M -$1.15M -21,563 -40%
DA
333
Denali Advisors
California
$1.71M +$1.71M +32,179 New
SDWMA
334
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.71M – – –
PCM
335
PenderFund Capital Management
British Columbia, Canada
$1.71M -$14.4K -200 -0.8%
CP
336
CenterBook Partners
Connecticut
$1.7M -$1.41M -26,561 -45%
EHC
337
Everett Harris & Co
California
$1.7M -$3.67K -69 -0.2%
GT
338
Glenmede Trust
Pennsylvania
$1.66M -$155K -2,920 -9%
WCM Investment Management
339
WCM Investment Management
California
$1.63M +$8.38K +157 +0.5%
SCM
340
SOL Capital Management
Maryland
$1.62M +$30.3K +570 +2%
HCP
341
Holt Capital Partners
Texas
$1.62M +$906K +17,043 +126%
EWM
342
Evercore Wealth Management
New York
$1.61M – – –
AG
343
Algert Global
California
$1.59M +$1.59M +29,804 New
STA
344
Summit Trail Advisors
New York
$1.55M -$13.5K -254 -0.9%
NIM
345
Nexus Investment Management
Ontario, Canada
$1.55M -$6.49K -122 -0.4%
MIM
346
Moseley Investment Management
Florida
$1.53M – – –
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$1.53M -$43.7K -823 -3%
CGIM
348
Capital Group Investment Management
Singapore
$1.53M – – –
AT
349
Avalon Trust
New Mexico
$1.5M -$213K -4,000 -12%
VAG
350
VisionPoint Advisory Group
Texas
$1.5M -$201K -3,774 -12%
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