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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 %
Mercer Global Advisors
451
Mercer Global Advisors
Colorado
$756K -$896K -15,597 -54%
CFO
452
Callan Family Office
Pennsylvania
$752K +$131K +2,278 +21%
DWAM
453
Duncan Williams Asset Management
Tennessee
$749K -$18K -313 -2%
MC
454
Moors & Cabot
Massachusetts
$747K -$32.5K -565 -4%
HBCM
455
Heron Bay Capital Management
Michigan
$742K -$862 -15 -0.1%
SCA
456
Snowden Capital Advisors
New York
$742K -$104K -1,802 -12%
SIA
457
Schechter Investment Advisors
Michigan
$733K -$28.6K -497 -4%
WSFS
458
Wilmington Savings Fund Society
Delaware
$720K -$127K -2,210 -15%
MWA
459
Midland Wealth Advisors
Illinois
$716K – – –
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$709K +$5.4K +94 +0.8%
IWA
461
Icon Wealth Advisors
Texas
$696K +$72.7K +1,266 +12%
DADC
462
D.A. Davidson & Co
Montana
$694K +$694K +12,087 New
VAS
463
Vestmark Advisory Solutions
Massachusetts
$691K +$326K +5,677 +89%
HIP
464
HUB Investment Partners
Texas
$689K +$689K +12,001 New
QWM
465
Quadcap Wealth Management
Texas
$683K +$8.96K +156 +1%
PAG
466
Private Advisor Group
New Jersey
$679K -$170K -2,954 -20%
PP
467
Prudential plc
United Kingdom
$675K +$153K +2,660 +29%
TCM
468
TT Capital Management
California
$674K +$674K +11,700 New
TGAM
469
TBH Global Asset Management
Tennessee
$666K +$666K +11,593 New
SRL
470
Scientech Research LLC
New Jersey
$656K +$656K +11,414 New
DLA
471
Douglas Lane & Associates
New York
$649K +$145K +2,529 +29%
GCP
472
GSA Capital Partners
United Kingdom
$643K +$643K +11,200 New
AF
473
Apexium Financial
Texas
$641K -$50.7K -882 -7%
MIM
474
Meixler Investment Management
Arizona
$638K -$9.94K -173 -2%
KAS
475
Kestra Advisory Services
Texas
$637K -$644K -11,205 -50%
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