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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
$349M
4
Capital World Investors
Capital World Investors
California
$2.33B
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
Markel Group
Virginia
$362M – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M +$169M +4,053,147 +93%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$286M -$27M -650,044 -9%
Bank of America
29
Bank of America
North Carolina
$285M +$6.8M +163,602 +2%
PSCM
30
Pershing Square Capital Management
New York
$285M +$285M +6,854,510 New
SC
31
Scotia Capital
Ontario, Canada
$279M +$4.6M +111,440 +2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$274M +$32.6M +784,059 +13%
Hudson Bay Capital Management
33
Hudson Bay Capital Management
Connecticut
$270M +$270M +6,500,000 New
Neuberger Berman Group
34
Neuberger Berman Group
New York
$262M -$34.8M -838,423 -12%
BGC
35
Beutel, Goodman & Co
Ontario, Canada
$248M -$5.58M -134,288 -2%
CB
36
Cooke & Bieler
Pennsylvania
$237M +$11.2M +269,813 +5%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$225M +$4.42M +106,781 +2%
Invesco
38
Invesco
Georgia
$225M -$9.13M -219,706 -4%
Toronto Dominion Bank
39
Toronto Dominion Bank
Ontario, Canada
$212M -$11.9M -287,268 -5%
SI
40
Scharf Investments
California
$200M -$4.33M -104,128 -2%
NHAS
41
Novo Holdings A/S
Denmark
$161M – – –
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$158M +$4.09M +98,400 +3%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$152M -$2.01M -48,735 -1%
Charles Schwab
44
Charles Schwab
California
$134M +$134M +3,213,086 New
Corient Private Wealth
45
Corient Private Wealth
Florida
$133M +$1.52M +36,597 +1%
Bessemer Group
46
Bessemer Group
New Jersey
$132M -$1.08M -25,952 -0.8%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$131M -$2.03M -48,893 -2%
SG Americas Securities
48
SG Americas Securities
New York
$128M +$128M +3,089,101 New
CCM
49
Check Capital Management
California
$127M +$548K +13,192 +0.4%
Aristotle Capital Management
50
Aristotle Capital Management
California
$122M +$1.83M +43,970 +2%
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