Brookfield
693 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, 206 increasing their positions, 253 reducing their positions, and 51 closing their positions.
51% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 51
32% more call options, than puts
Call options by funds: $303M | Put options by funds: $230M
2% more funds holding
Funds holding: 682 → 693 (+11)
0.01% less ownership
Funds ownership: 91.59% → 91.58% (-0.01%)
0% less capital invested
Capital invested by funds: $42B → $41.8B (-$202M)
2% less funds holding in top 10
Funds holding in top 10: 51 → 50 (-1)
19% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 253
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
+$286M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$272M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$169M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$169M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$271M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$221M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$150M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$136M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$133M |
BN Hedge Fund Activity: Q2 2024 in Review
693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2024, worth a combined $41.8B — down 0.48% from $42B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BN positions and 51 closed out — a net gain of 26 holders — while 206 added to existing stakes and 253 trimmed.
The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $286M. The largest seller was Royal Bank of Canada, cutting an estimated $271M.
- 693 institutional investors held Brookfield (BN) as of Q2 2024, up from 682 in Q1 2024.
- Funds reported $41.8B of Brookfield stock for Q2 2024, down 0.48% quarter-over-quarter.
- 77 funds opened new Brookfield positions in Q2 2024 and 51 closed out, a net change of +26 holders.
- The largest Brookfield buyer in Q2 2024 was Pershing Square Capital Management, an estimated $286M added.
- The largest Brookfield seller in Q2 2024 was Royal Bank of Canada, an estimated $271M sold.
Based on aggregated 13F filings for Q2 2024.