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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
+$169M
4
Capital World Investors
Capital World Investors
California
+$168M
5
Charles Schwab
Charles Schwab
California
+$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$270M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$219M
3
Fidelity International
Fidelity International
Bermuda
-$150M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$136M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
476
4J Wealth Management
Virginia
$347K -$7.1K -171 -2%
CC
477
Callan Capital
California
$347K +$135K +3,240 +63%
KIA
478
Kraematon Investment Advisors
Massachusetts
$345K +$125 +3 +0%
FA
479
Fortis Advisors
Pennsylvania
$343K – – –
RDIA
480
RE Dickinson Investment Advisors
Iowa
$339K – – –
DWM
481
Diversify Wealth Management
Utah
$338K +$338K +7,717 New
IAS
482
Insigneo Advisory Services
Florida
$336K – – –
OFG
483
Oxford Financial Group
Indiana
$331K +$331K +7,959 New
LCWP
484
Legacy Capital Wealth Partners
Arkansas
$330K +$330K +7,955 New
MCWA
485
Meadow Creek Wealth Advisors
Georgia
$327K -$34.3K -825 -9%
AAS
486
Avantax Advisory Services
Texas
$324K +$324K +7,792 New
SCM
487
SKBA Capital Management
California
$323K -$12.5K -301 -4%
CSI
488
Cross Staff Investments
New York
$308K – – –
LIM
489
Leavell Investment Management
Alabama
$308K +$308K +7,422 New
LC
490
Lindbrook Capital
California
$306K +$1.29K +31 +0.4%
BWA
491
Bordeaux Wealth Advisors
California
$305K -$83 -2 -0%
BMCM
492
Bryn Mawr Capital Management
Pennsylvania
$305K – – –
PCM
493
Permanent Capital Management
Illinois
$304K +$304K +4,919 New
AC
494
ASB Consultores
Florida
$303K -$302K -7,272 -50%
ACM
495
Advisors Capital Management
New Jersey
$300K +$5.94K +143 +2%
B
496
Bailard
California
$300K -$5.65K -136 -2%
CCA
497
Checchi Capital Advisers
California
$294K +$18.6K +447 +7%
FFA
498
Farther Finance Advisors
California
$292K +$96.1K +2,348 +49%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$290K -$61.5K -1,481 -17%
HDIM
500
Hanson & Doremus Investment Management
Vermont
$289K – – –
18 19
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