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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 %
HWM
376
Hemington Wealth Management
Virginia
$871K – – –
BRWA
377
B. Riley Wealth Advisors
Florida
$869K +$37.1K +893 +4%
RRA
378
Round Rock Advisors
Connecticut
$851K – – –
RWM
379
Ritholtz Wealth Management
New York
$848K +$6.69K +161 +0.8%
WI
380
Wintrust Investments
Illinois
$846K – – –
PWG
381
Portside Wealth Group
Utah
$833K -$60.6K -1,458 -7%
Balyasny Asset Management
382
Balyasny Asset Management
Illinois
$831K -$11.8M -283,991 -93%
LAM
383
Lakewood Asset Management
Illinois
$818K – – –
IWC
384
Integrated Wealth Concepts
Massachusetts
$812K -$116K -2,781 -12%
WKWM
385
Walter & Keenan Wealth Management
Indiana
$812K -$145K -3,500 -15%
NS
386
NBC Securities
Alabama
$797K -$27K -650 -3%
MGWM
387
Marks Group Wealth Management
Minnesota
$762K -$67.3K -1,621 -8%
SWM
388
Segment Wealth Management
Texas
$759K – – –
SFA
389
Sequoia Financial Advisors
Ohio
$759K +$99.2K +2,388 +15%
GCP
390
GSA Capital Partners
United Kingdom
$753K +$41.1K +989 +6%
QCM
391
Quantinno Capital Management
New York
$747K +$227K +5,470 +44%
CT
392
Clearstead Trust
Maine
$730K -$13K -312 -2%
RFC
393
Regions Financial Corp
Alabama
$716K +$19K +458 +3%
WT
394
Whittier Trust
California
$713K – – –
GT
395
Glenview Trust
Kentucky
$706K -$37.4K -900 -5%
FPF
396
First Pacific Financial
Washington
$699K +$31.9K +768 +5%
HBCM
397
Heron Bay Capital Management
Michigan
$698K +$8.77K +211 +1%
CIA
398
Compass Ion Advisors
Pennsylvania
$680K – – –
SWA
399
Strata Wealth Advisors
Texas
$663K -$36.5K -878 -5%
AWM
400
Apollon Wealth Management
South Carolina
$663K -$83 -2 -0%
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