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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
10.82%
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 %
VPIM
326
Vanguard Personalized Indexing Management
California
$2.33M -$33K -574 -1%
WHC
327
Wulff, Hansen & Co
California
$2.3M – – –
TCM
328
Tandem Capital Management
New Jersey
$2.27M -$162K -2,817 -7%
UM
329
UniSuper Management
Australia
$2.16M -$537K -6,500 -20%
RG
330
Rathbones Group
United Kingdom
$2.14M -$9.77K -170 -0.5%
IIM
331
INTECH Investment Management
Florida
$2.12M -$2.14M -37,188 -50%
BBHC
332
Brown Brothers Harriman & Co
New York
$2.12M +$23K +400 +1%
PAS
333
Park Avenue Securities
New York
$2.11M +$1.78K +31 +0.1%
FT
334
Fiduciary Trust
Massachusetts
$2.07M +$21K +366 +1%
NFA
335
Northwest Financial Advisors
Virginia
$2.07M -$9.02K -157 -0.4%
DWM
336
Dorchester Wealth Management
Quebec, Canada
$2.06M -$40K -697 -2%
WT
337
Whittier Trust
California
$2.04M +$1.06M +18,415 +107%
SCP
338
Stamos Capital Partners
California
$2.03M +$700K +12,180 +53%
RCM
339
Radnor Capital Management
Pennsylvania
$2.03M -$87.2K -1,518 -4%
HFS
340
Hantz Financial Services
Michigan
$2.01M -$52.3K -910 -3%
PCM
341
PenderFund Capital Management
British Columbia, Canada
$1.96M – – –
Fiera Capital (Canada)
342
Fiera Capital (Canada)
Quebec, Canada
$1.96M -$26K -452 -1%
CSS
343
Cubist Systematic Strategies
Connecticut
$1.95M – – –
LIM
344
Leavell Investment Management
Alabama
$1.93M -$89.9K -1,564 -4%
MIM
345
Manitou Investment Management
Ontario, Canada
$1.92M – – –
CPM
346
Connective Portfolio Management
New York
$1.91M +$1.91M +33,310 New
PFP
347
Pinnacle Financial Partners
Tennessee
$1.88M – – –
DA
348
Denali Advisors
California
$1.87M +$21.3K +371 +1%
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$1.87M +$4.42K +77 +0.2%
PP
350
PDT Partners
New York
$1.86M +$1.55K +27 +0.1%
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