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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
10.83%
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
$1.11B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$211M
3
ROTUOC
Regents of the University of California
California
$154M
4
PSCM
Pershing Square Capital Management
New York
$2B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$460M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$3B
2
Goldman Sachs
Goldman Sachs
New York
$241M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$469M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.86B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486M -$3.91M -68,430 -0.8%
EIG
27
EdgePoint Investment Group
Ontario, Canada
$469M -$192M -3,348,364 -29%
Select Equity Group
28
Select Equity Group
New York
$465M -$93.4M -1,625,964 -17%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$460M +$112M +1,930,218 +32%
Legal & General Group
30
Legal & General Group
United Kingdom
$412M -$25.7M -447,889 -6%
SC
31
Scotia Capital
Ontario, Canada
$393M +$9.09M +158,859 +2%
Morgan Stanley
32
Morgan Stanley
New York
$377M +$18.2M +316,607 +5%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$374M +$38.4M +668,630 +11%
BGC
34
Beutel, Goodman & Co
Ontario, Canada
$337M -$38.2M -664,279 -10%
Bank of America
35
Bank of America
North Carolina
$333M -$7.48M -130,120 -2%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$325M -$13.7M -238,887 -4%
Toronto Dominion Bank
37
Toronto Dominion Bank
Ontario, Canada
$323M -$14.1M -245,621 -4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$290M +$7.91M +137,711 +3%
TP
39
Third Point
New York
$287M +$15.2M +265,000 +6%
Bessemer Group
40
Bessemer Group
New Jersey
$278M +$95M +1,652,935 +52%
Aristotle Capital Management
41
Aristotle Capital Management
California
$274M -$8.78M -152,805 -3%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$249M +$7.41M +129,035 +3%
Goldman Sachs
43
Goldman Sachs
New York
$241M -$278M -4,844,723 -54%
Invesco
44
Invesco
Georgia
$240M -$8.4M -146,218 -3%
SI
45
Scharf Investments
California
$236M -$14.6M -253,905 -6%
CB
46
Cooke & Bieler
Pennsylvania
$221M -$54.3M -945,538 -20%
Charles Schwab
47
Charles Schwab
California
$218M +$12.9M +223,995 +6%
Baillie Gifford & Co
48
Baillie Gifford & Co
United Kingdom
$211M +$188M +3,271,403 +810%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$205M -$9.52M -166,570 -4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$191M +$1.49M +25,911 +0.8%
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