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Brookfield
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Overview Fund Activity

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
$1.74B
2
Select Equity Group
Select Equity Group
New York
$517M
3
Legal & General Group
Legal & General Group
United Kingdom
$405M
4
Fidelity International
Fidelity International
Bermuda
$994M
5
TP
Third Point
New York
$251M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
SG Americas Securities
New York
$321K
4
Goldman Sachs
Goldman Sachs
New York
$481M
5
Morgan Stanley
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
26
Markel Group
Virginia
$463M – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$455M +$9.86M +186,175 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$405M +$393M +7,386,524 +3,129%
SC
29
Scotia Capital
Ontario, Canada
$354M -$2.68M -50,748 -0.8%
BGC
30
Beutel, Goodman & Co
Ontario, Canada
$347M +$29.3M +551,984 +9%
Morgan Stanley
31
Morgan Stanley
New York
$332M -$137M -2,568,431 -29%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$321M +$31.5M +591,757 +11%
Bank of America
33
Bank of America
North Carolina
$315M -$50M -940,087 -14%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$313M -$21.6M -406,381 -6%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$312M +$41.1M +772,372 +15%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$310M -$55.4M -1,042,615 -15%
Aristotle Capital Management
37
Aristotle Capital Management
California
$262M +$106M +1,997,065 +68%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$261M -$90.3M -1,699,653 -26%
CB
39
Cooke & Bieler
Pennsylvania
$255M -$47.9M -901,697 -16%
TP
40
Third Point
New York
$251M +$251M +4,725,000 New
SI
41
Scharf Investments
California
$232M -$23.8M -447,655 -9%
Invesco
42
Invesco
Georgia
$230M -$57.6M -1,083,864 -20%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224M +$21.2M +398,365 +10%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$197M +$3.29M +62,379 +2%
Charles Schwab
45
Charles Schwab
California
$190M +$18.7M +351,231 +11%
NHAS
46
Novo Holdings A/S
Denmark
$186M -$20.7M -389,000 -10%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$184M +$16.8M +316,762 +10%
Corient Private Wealth
48
Corient Private Wealth
Florida
$176M +$5.23M +98,381 +3%
Bessemer Group
49
Bessemer Group
New Jersey
$169M -$166K -3,127 -0.1%
CCM
50
Check Capital Management
California
$161M -$856K -16,103 -0.5%
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