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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 %
CHP
551
Cable Hill Partners
Oregon
$214K +$214K +5,150 New
ESB
552
Essex Savings Bank
Connecticut
$211K +$2.91K +70 +1%
EWM
553
Empirical Wealth Management
Washington
$211K – – –
ACGA
554
Atlanta Consulting Group Advisors
Georgia
$210K – – –
HNB
555
Huntington National Bank
Ohio
$208K +$55.8K +1,343 +37%
TRCT
556
Tower Research Capital (TRC)
New York
$208K -$1.86M -44,806 -90%
FSA
557
Financial Security Advisor
Virginia
$207K – – –
CCIA
558
Campbell & Co Investment Adviser
Maryland
$206K -$879K -21,166 -81%
PI
559
PEAK6 Investments
Illinois
$206K +$206K +4,970 New
AGP
560
Autumn Glory Partners
Texas
$203K -$59K -1,420 -23%
CA
561
Clearstead Advisors
Ohio
$192K – – –
Walleye Trading
562
Walleye Trading
New York
$191K -$173K -4,163 -47%
PPC
563
Park Place Capital
Alabama
$189K -$85.7K -2,062 -31%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$181K +$148K +3,559 +448%
AA
565
Addison Advisors
Vermont
$180K +$5.69K +137 +3%
LAM
566
Lummis Asset Management
Texas
$164K – – –
GIS
567
Grayhawk Investment Strategies
Alberta, Canada
$159K – – –
EWA
568
EverSource Wealth Advisors
Alabama
$154K +$100K +2,057 +186%
HI
569
Harbour Investments
Wisconsin
$149K – – –
GRP
570
Global Retirement Partners
California
$148K +$49.2K +1,184 +50%
POIA
571
Pin Oak Investment Advisors
Texas
$147K – – –
BIC
572
Beach Investment Counsel
Pennsylvania
$145K -$236K -5,700 -62%
CH
573
Cromwell Holdings
Wyoming
$144K +$144K +3,473 New
MG
574
Mather Group
Illinois
$134K +$134K +3,197 New
SOW
575
State of Wyoming
Wyoming
$121K +$25.7K +619 +27%
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