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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 %
PM
451
Pembroke Management
Quebec, Canada
$418K – – –
HP
452
Hikari Power
Japan
$415K – – –
Fisher Asset Management
453
Fisher Asset Management
Washington
$411K -$7.69K -185 -2%
BP
454
BBR Partners
New York
$411K -$329K -7,921 -44%
B
455
Bensler
Washington
$410K +$410K +9,870 New
SC
456
Syon Capital
California
$410K +$6.65K +160 +2%
IAA
457
Independent Advisor Alliance
North Carolina
$408K -$3.45K -83 -0.8%
CB
458
Commerce Bank
Missouri
$404K -$31.4K -757 -7%
LPT
459
Legacy Private Trust
Wisconsin
$399K – – –
FP
460
Financial Perspectives
Minnesota
$394K – – –
GA
461
GoalVest Advisory
New York
$394K – – –
AIM
462
Anchor Investment Management
South Carolina
$393K -$41K -987 -9%
SWP
463
Strategic Wealth Partners
Ohio
$391K +$391K +9,419 New
Two Sigma Advisers
464
Two Sigma Advisers
New York
$386K +$386K +9,300 New
IWM
465
IHT Wealth Management
Illinois
$384K +$5K +119 +1%
WA
466
Waverly Advisors
Alabama
$380K – – –
DZ Bank
467
DZ Bank
Germany
$379K -$903K -21,732 -70%
AFG
468
Atomi Financial Group
New York
$379K +$83.1K +2,000 +28%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$376K -$82.8K -1,993 -18%
GIBU
470
Gulf International Bank (UK)
United Kingdom
$375K – – –
AWAU
471
Alliance Wealth Advisors (Utah)
Utah
$374K +$18.6K +447 +5%
DLA
472
Douglas Lane & Associates
New York
$365K -$4.15K -100 -1%
FCP
473
Fidelis Capital Partners
Florida
$354K -$30K -700 -8%
FWP
474
Firethorn Wealth Partners
Georgia
$353K +$14.1K +339 +4%
QI
475
Qtron Investments
Massachusetts
$353K – – –
17 18
19
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