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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 %
Pacer Advisors
426
Pacer Advisors
Pennsylvania
$514K -$10.2K -245 -2%
NW
427
NewEdge Wealth
Pennsylvania
$508K -$58.7K -1,412 -10%
AF
428
Apexium Financial
Texas
$500K -$42 -1 -0%
MML Investors Services
429
MML Investors Services
Massachusetts
$500K +$97K +2,333 +24%
CG
430
Caprock Group
Idaho
$500K +$500K +12,032 New
QWM
431
Quadcap Wealth Management
Texas
$494K – – –
IWA
432
Icon Wealth Advisors
Texas
$492K +$141K +2,895 +40%
DR
433
Davis Rea
Ontario, Canada
$488K -$678K -16,315 -58%
Barclays
434
Barclays
United Kingdom
$477K -$1.4M -33,673 -75%
CFS
435
CRA Financial Services
New Jersey
$467K – – –
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
$453K -$19K -457 -4%
CFO
437
Callan Family Office
Pennsylvania
$446K +$446K +10,739 New
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$446K -$25.1K -604 -5%
SWP
439
Stratos Wealth Partners
Ohio
$444K +$51.3K +1,234 +13%
MPM
440
Meritage Portfolio Management
Kansas
$443K – – –
NCM
441
Next Capital Management
New York
$436K – – –
WTC
442
WhitTier Trust Company
Nevada
$436K -$12.8K -307 -3%
MWM
443
Mattern Wealth Management
Kansas
$436K – – –
VFA
444
Voya Financial Advisors
Connecticut
$428K -$20.9K -502 -5%
GSEP
445
Golden State Equity Partners
California
$427K +$427K +10,270 New
LFA
446
Legacy Financial Advisors
Kentucky
$424K +$79.4K +1,911 +23%
M&T Bank
447
M&T Bank
New York
$422K +$6.36K +153 +2%
PI
448
PFG Investments
New York
$422K -$9.31K -224 -2%
GPA
449
Garrison Point Advisors
California
$421K – – –
FTDI
450
First Trust Direct Indexing
Massachusetts
$419K +$53K +1,276 +14%
16 17
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