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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 %
Squarepoint
401
Squarepoint
New York
$653K -$59.3K -1,428 -8%
SIA
402
Schechter Investment Advisors
Michigan
$643K -$9.6K -231 -1%
Wolverine Trading
403
Wolverine Trading
Illinois
$636K -$237K -5,710 -27%
CS
404
Candriam SCA
Luxembourg
$627K – – –
IP
405
Intellectus Partners
California
$626K -$73.6K -1,772 -11%
Verition Fund Management
406
Verition Fund Management
Connecticut
$625K – – –
AC
407
Avenir Corporation
Virginia
$623K – – –
PAG
408
Private Advisor Group
New Jersey
$622K -$15.6K -375 -2%
SCA
409
Snowden Capital Advisors
New York
$621K +$33.1K +797 +6%
BCI
410
Brinker Capital Investments
Pennsylvania
$607K -$2.12K -51 -0.3%
OPS
411
Orion Portfolio Solutions
Nebraska
$607K -$2.12K -51 -0.3%
BTWM
412
Baker Tilly Wealth Management
Wisconsin
$602K -$974K -23,448 -62%
LC
413
Lincoln Capital
Nebraska
$577K +$872 +21 +0.2%
MC
414
Moors & Cabot
Massachusetts
$564K -$24.9K -600 -4%
FHB
415
First Hawaiian Bank
Hawaii
$561K – – –
HCP
416
Holt Capital Partners
Texas
$560K -$710K -17,088 -56%
Susquehanna International Group
417
Susquehanna International Group
Pennsylvania
$554K +$176K +4,227 +46%
GWMIA
418
Global Wealth Management Investment Advisory
Florida
$553K +$24.2K +582 +5%
CRC
419
Curi RMB Capital
Illinois
$552K -$114K -2,736 -17%
N
420
Natixis
France
$544K +$272K +6,537 +100%
DWAM
421
Duncan Williams Asset Management
Tennessee
$530K +$68.7K +1,653 +15%
RI
422
Rinkey Investments
California
$521K – – –
MIM
423
Meixler Investment Management
Arizona
$519K -$33.8K -814 -6%
MWA
424
Midland Wealth Advisors
Illinois
$518K – – –
RJT
425
Raymond James Trust
Florida
$517K -$20K -482 -4%
15 16
17
18 19