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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
10.82%
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
+$933M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$188M
3
ROTUOC
Regents of the University of California
California
+$154M
4
PSCM
Pershing Square Capital Management
New York
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$112M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$391M
2
Goldman Sachs
Goldman Sachs
New York
-$278M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$192M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$160M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
526
Legacy Private Trust
Wisconsin
$446K -$36.8K -640 -8%
GC
527
Grimes & Company
Massachusetts
$443K +$57 +1 +0%
VFA
528
Voya Financial Advisors
Connecticut
$440K -$79.7K -1,389 -15%
IB
529
Intrust Bank
Kansas
$439K +$55.8K +972 +15%
COFSG
530
Carbahal Olsen Financial Services Group
California
$438K +$438K +7,629 New
AQR Capital Management
531
AQR Capital Management
Connecticut
$431K +$116K +2,015 +37%
RFC
532
Regions Financial Corp
Alabama
$430K -$541K -9,412 -56%
FFG
533
Frisch Financial Group
New York
$428K – – –
AWAU
534
Alliance Wealth Advisors (Utah)
Utah
$426K -$93.6K -1,629 -18%
IAS
535
Insigneo Advisory Services
Florida
$424K -$1.03K -18 -0.2%
BMCM
536
Bryn Mawr Capital Management
Pennsylvania
$421K – – –
FCP
537
Fidelis Capital Partners
Florida
$421K -$47.4K -799 -10%
CSI
538
Cross Staff Investments
New York
$419K -$7.18K -125 -2%
TCOO
539
Trust Company of Oklahoma
Oklahoma
$416K – – –
B
540
Bailard
California
$415K – – –
ACM
541
Advisors Capital Management
New Jersey
$414K -$919 -16 -0.2%
SCM
542
SKBA Capital Management
California
$413K -$17.2K -300 -4%
CCA
543
Checchi Capital Advisers
California
$412K +$3.22K +56 +0.8%
BFS
544
Bradley Foster & Sargent
Connecticut
$412K – – –
NL
545
NWAM LLC
Washington
$400K +$230 +4 +0.1%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$399K – – –
WHG
547
Westwood Holdings Group
Texas
$398K – – –
CCG
548
Catalina Capital Group
California
$397K +$2.76K +48 +0.7%
DWT
549
Dorsey & Whitney Trust
South Dakota
$394K +$6.95K +121 +2%
MCWA
550
Meadow Creek Wealth Advisors
Georgia
$388K -$42.9K -747 -10%
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