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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 %
KeyBank National Association
351
KeyBank National Association
Ohio
$1.16M -$40.6K -977 -3%
PWA
352
Provenance Wealth Advisors
Florida
$1.14M +$11.6K +280 +1%
ASN
353
Advisory Services Network
Georgia
$1.14M -$233K -5,609 -17%
PCM
354
Parsons Capital Management
Rhode Island
$1.12M – – –
BGCP
355
Bristol Gate Capital Partners
Ontario, Canada
$1.1M +$123K +2,958 +13%
YCM
356
Yousif Capital Management
Michigan
$1.09M -$36.6K -880 -3%
PIA
357
Powell Investment Advisors
Florida
$1.08M – – –
CSIC
358
Clifford Swan Investment Counsel
California
$1.05M – – –
VPI
359
Value Partners Investments
Manitoba, Canada
$1.05M +$147K +3,545 +16%
Credit Agricole
360
Credit Agricole
France
$1.05M +$1.05M +25,158 New
PGAM
361
Princeton Global Asset Management
New Jersey
$1.02M – – –
FIA
362
Foundations Investment Advisors
Arizona
$986K +$3.45K +83 +0.4%
S
363
SimplyRich
California
$979K – – –
SFS
364
Sowell Financial Services
Arkansas
$972K +$28.7K +691 +3%
P
365
Pitcairn
Pennsylvania
$964K +$254K +6,124 +36%
TIAA Trust, National Association
366
TIAA Trust, National Association
North Carolina
$943K -$59.4K -1,431 -6%
BFG
367
Bleakley Financial Group
New Jersey
$931K +$16.1K +388 +2%
SW
368
Simplicity Wealth
New Jersey
$931K +$15.8K +381 +2%
HWM
369
HB Wealth Management
Georgia
$926K +$334K +8,037 +56%
SGI
370
Summit Global Investments
Utah
$910K +$910K +21,910 New
BCA
371
Bray Capital Advisors
Florida
$907K – – –
WTA
372
Washington Trust Advisors
Massachusetts
$897K -$8.31K -200 -0.9%
VWM
373
Venturi Wealth Management
Texas
$883K +$39.9K +960 +5%
HIMC
374
Heritage Investors Management Corp
Maryland
$875K – – –
KAS
375
Kestra Advisory Services
Texas
$874K +$43.9K +1,056 +5%
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