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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
+$933M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$188M
3
ROTUOC
Regents of the University of California
California
+$154M
4
PSCM
Pershing Square Capital Management
New York
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$112M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$391M
2
Goldman Sachs
Goldman Sachs
New York
-$278M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$192M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$160M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
376
Clifford Swan Investment Counsel
California
$1.43M – – –
HWM
377
HB Wealth Management
Georgia
$1.42M +$10.1K +175 +0.7%
FIA
378
Foundations Investment Advisors
Arizona
$1.39M +$52.6K +915 +4%
PGAM
379
Princeton Global Asset Management
New Jersey
$1.38M -$28.7K -500 -2%
GEM
380
Global Endowment Management
North Carolina
$1.37M +$112K +1,952 +9%
D.E. Shaw & Co
381
D.E. Shaw & Co
New York
$1.36M +$1.1M +19,200 +427%
S
382
SimplyRich
California
$1.35M – – –
SFS
383
Sowell Financial Services
Arkansas
$1.33M -$23.4K -407 -2%
NG
384
Norden Group
Utah
$1.31M -$130K -2,258 -9%
ACM
385
AREX Capital Management
New York
$1.31M +$799K +13,905 +157%
TSW
386
Thompson Siegel & Walmsley
Virginia
$1.3M – – –
PL
387
Perpetual Ltd
Australia
$1.3M – – –
HI
388
Hendershot Investments
Virginia
$1.3M – – –
VWM
389
Venturi Wealth Management
Texas
$1.3M -$3.33K -58 -0.3%
VAG
390
VisionPoint Advisory Group
Texas
$1.29M -$335K -5,817 -21%
IWC
391
Integrated Wealth Concepts
Massachusetts
$1.27M +$151K +2,637 +14%
BCA
392
Bray Capital Advisors
Florida
$1.25M – – –
BGCP
393
Bristol Gate Capital Partners
Ontario, Canada
$1.24M -$356K -6,197 -22%
KeyBank National Association
394
KeyBank National Association
Ohio
$1.24M -$210K -3,655 -14%
WTA
395
Washington Trust Advisors
Massachusetts
$1.24M – – –
PIM
396
Plato Investment Management
Australia
$1.24M +$766K +13,280 +162%
AIM
397
Aigen Investment Management
New York
$1.23M +$1.23M +21,405 New
RI
398
Rinkey Investments
California
$1.23M +$509K +8,855 +71%
HWM
399
Hemington Wealth Management
Virginia
$1.22M – – –
AWM
400
Avior Wealth Management
Nebraska
$1.22M -$396K -6,900 -24%
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