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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 %
ACGA
601
Atlanta Consulting Group Advisors
Georgia
$291K – – –
PP
602
PDS Planning
Ohio
$290K -$8.39K -146 -3%
FSA
603
Financial Security Advisor
Virginia
$287K – – –
ESB
604
Essex Savings Bank
Connecticut
$286K -$2.36K -41 -0.8%
BL
605
BFSG LLC
California
$286K -$2.41K -42 -0.8%
PCM
606
Permanent Capital Management
Illinois
$283K +$283K +4,919 New
AGP
607
Autumn Glory Partners
Texas
$281K -$335K -5,827 -54%
SG Americas Securities
608
SG Americas Securities
New York
$280K -$67.5K -1,173 -19%
AWM
609
Axxcess Wealth Management
California
$278K -$264K -4,590 -49%
TPCM
610
Templeton & Phillips Capital Management
Tennessee
$274K -$1.78M -30,901 -87%
CSP
611
Cary Street Partners
Virginia
$273K +$273K +4,745 New
CFB
612
Cullen/Frost Bankers
Texas
$272K – – –
KWM
613
Keebeck Wealth Management
Illinois
$269K – – –
UCFA
614
United Capital Financial Advisors
Texas
$269K +$689 +12 +0.3%
RCAG
615
Rehmann Capital Advisory Group
Michigan
$266K +$5.34K +93 +2%
CIA
616
Concurrent Investment Advisors
Florida
$265K -$1.61K -28 -0.6%
EWM
617
Empirical Wealth Management
Washington
$263K – – –
OWA
618
Opal Wealth Advisors
New York
$262K -$3.45K -60 -1%
VV
619
Verity & Verity
South Carolina
$262K – – –
VAF
620
Values Added Financial
District of Columbia
$259K – – –
NEPPG
621
New England Professional Planning Group
Rhode Island
$259K – – –
TC
622
TAGStone Capital
North Carolina
$256K – – –
CFG
623
Citizens Financial Group
Rhode Island
$250K +$13.8K +240 +6%
AA
624
Addison Advisors
Vermont
$249K – – –
SCP
625
Sivia Capital Partners
California
$249K -$3.56K -62 -1%
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25
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