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Brookfield
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Overview Fund Activity

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$651M
2
Capital World Investors
Capital World Investors
California
$2.17B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$817M
4
CS
Cannell & Spears
New York
$82.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$316M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$226M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$256M
4
Aristotle Capital Management
Aristotle Capital Management
California
$121M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$316M -$260M -6,209,337 -45%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$315M +$36.3M +866,445 +13%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$299M +$9.64M +230,249 +3%
Bank of America
29
Bank of America
North Carolina
$281M +$31.6M +755,265 +13%
SC
30
Scotia Capital
Ontario, Canada
$277M +$2.49M +59,665 +0.9%
BGC
31
Beutel, Goodman & Co
Ontario, Canada
$256M -$134M -3,207,309 -34%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244M -$3M -53,394 -1%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$244M +$1.32M +31,519 +0.5%
Invesco
34
Invesco
Georgia
$236M -$25.7M -613,033 -10%
CB
35
Cooke & Bieler
Pennsylvania
$227M -$20.2M -483,474 -8%
Toronto Dominion Bank
36
Toronto Dominion Bank
Ontario, Canada
$226M -$165M -3,952,402 -42%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$222M +$3.24M +77,903 +1%
SI
38
Scharf Investments
California
$206M -$7.84M -187,273 -4%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$204M -$2.62M -47,981 -1%
NHAS
40
Novo Holdings A/S
Denmark
$162M – – –
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$155M – – –
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$136M -$674K -16,095 -0.5%
Bessemer Group
43
Bessemer Group
New Jersey
$135M +$4.74M +113,241 +4%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$134M +$6M +143,389 +5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$133M +$7.59M +181,384 +6%
Ameriprise
46
Ameriprise
Minnesota
$132M -$5.12M -120,938 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M -$32.9M -784,476 -20%
CCM
48
Check Capital Management
California
$127M +$487K +11,623 +0.4%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$125M +$9.84M +234,997 +9%
Aristotle Capital Management
50
Aristotle Capital Management
California
$121M -$117M -2,789,808 -49%
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