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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 %
BSW
526
Buckingham Strategic Wealth
Missouri
$244K -$34.4K -829 -12%
UB
527
UMB Bank
Missouri
$244K +$15.3K +368 +7%
AWM
528
Axxcess Wealth Management
California
$244K -$6.19K -149 -2%
NG
529
Norden Group
Utah
$239K -$38.1K -917 -14%
GFS
530
GYL Financial Synergies
Connecticut
$237K +$955 +23 +0.4%
PFA
531
Pure Financial Advisors
California
$237K – – –
AC
532
Armistice Capital
New York
$236K -$473K -11,396 -67%
CT
533
Colonial Trust
South Carolina
$235K -$16.3K -392 -6%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$234K +$234K +5,642 New
LIC
535
Laurus Investment Counsel
Canada
$230K – – –
VCA
536
Verdence Capital Advisors
Maryland
$229K +$415 +10 +0.2%
PFS
537
Prospera Financial Services
Texas
$229K +$4.86K +117 +2%
FHA
538
First Horizon Advisors
Tennessee
$228K +$161K +3,869 +238%
WAM
539
Walker Asset Management
Missouri
$226K – – –
IC
540
Inscription Capital
Texas
$226K – – –
CWM
541
Congress Wealth Management
Massachusetts
$224K +$224K +5,400 New
EI
542
Ethic Inc
New York
$224K +$224K +5,388 New
FWTB
543
First Western Trust Bank
Colorado
$224K -$71.7K -1,727 -24%
BL
544
BFSG LLC
California
$223K -$24.9K -600 -10%
Simplex Trading
545
Simplex Trading
Illinois
$222K +$222K +5,362 New
JIC
546
Joel Isaacson & Co
New York
$222K – – –
FFM
547
Forum Financial Management
Illinois
$221K -$71.2K -1,713 -24%
OWA
548
Opal Wealth Advisors
New York
$219K -$2.37K -57 -1%
OWP
549
Obermeyer Wealth Partners
Colorado
$217K +$217K +5,229 New
HPC
550
HM Payson & Co
Maine
$216K – – –
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