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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 %
AWM
351
Avior Wealth Management
Nebraska
$1.5M -$218K -4,100 -13%
BGCP
352
Bristol Gate Capital Partners
Ontario, Canada
$1.48M +$78.8K +1,481 +6%
PWA
353
Provenance Wealth Advisors
Florida
$1.46M -$904 -17 -0.1%
GC
354
Gilbert & Cook
Iowa
$1.46M -$130K -2,448 -8%
PCM
355
Parsons Capital Management
Rhode Island
$1.43M – – –
QCM
356
Quantinno Capital Management
New York
$1.42M +$469K +8,814 +49%
P
357
Pitcairn
Pennsylvania
$1.39M +$155K +2,913 +13%
PIA
358
Powell Investment Advisors
Florida
$1.38M – – –
KeyBank National Association
359
KeyBank National Association
Ohio
$1.34M -$139K -2,613 -9%
RC
360
Roundview Capital
New Jersey
$1.34M +$1.34M +25,242 New
Credit Agricole
361
Credit Agricole
France
$1.34M – – –
NG
362
Norden Group
Utah
$1.33M +$1.03M +19,297 +335%
CSIC
363
Clifford Swan Investment Counsel
California
$1.32M -$29.2K -550 -2%
PGAM
364
Princeton Global Asset Management
New Jersey
$1.31M – – –
HWM
365
HB Wealth Management
Georgia
$1.31M +$122K +2,288 +10%
YCM
366
Yousif Capital Management
Michigan
$1.29M -$104K -1,958 -7%
S
367
SimplyRich
California
$1.25M – – –
SFS
368
Sowell Financial Services
Arkansas
$1.25M +$5.31K +100 +0.4%
FIA
369
Foundations Investment Advisors
Arizona
$1.24M -$23.4K -441 -2%
SCP
370
Stamos Capital Partners
California
$1.23M -$1.67M -31,400 -58%
PL
371
Perpetual Ltd
Australia
$1.2M -$425K -8,000 -26%
TSW
372
Thompson Siegel & Walmsley
Virginia
$1.2M -$425K -8,000 -26%
VWM
373
Venturi Wealth Management
Texas
$1.2M +$72K +1,355 +6%
HI
374
Hendershot Investments
Virginia
$1.2M -$1.38M -25,998 -54%
BFG
375
Bleakley Financial Group
New Jersey
$1.19M +$1.7K +32 +0.1%
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