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Brookfield
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Overview Fund Activity

738 hedge funds and large institutions have $53.7B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 205 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+50
Holders Change %
+7.27%
% of All Funds
10.68%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
0.88%
New
103
Increased
205
Reduced
272
Closed
43
Calls
$166M
Puts
$30.2M
Net Calls
+$136M
Net Calls Change
+$62.6M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
$1.74B
2
Select Equity Group
Select Equity Group
New York
$517M
3
Legal & General Group
Legal & General Group
United Kingdom
$405M
4
Fidelity International
Fidelity International
Bermuda
$994M
5
TP
Third Point
New York
$251M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
SG Americas Securities
New York
$321K
4
Goldman Sachs
Goldman Sachs
New York
$481M
5
Morgan Stanley
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
626
Macquarie Group
Australia
$154K – – –
CTA
627
Colonial Trust Advisors
South Carolina
$125K – – –
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$124K +$9.14K +172 +8%
IRAG
629
Investment Research & Advisory Group
Georgia
$120K – – –
NA
630
NewEdge Advisors
Louisiana
$116K +$1.97K +37 +2%
WI
631
Wintrust Investments
Illinois
$108K -$972K -18,337 -90%
Optiver Holding
632
Optiver Holding
Netherlands
$101K +$101K +1,900 New
AF
633
Allworth Financial
California
$98.7K +$2.87K +54 +3%
CFGS
634
Concourse Financial Group Securities
Alabama
$92.7K +$1.12K +21 +1%
MHR
635
Matthew Hamilton Rosenberg
$92.2K – – –
EWM
636
Evermay Wealth Management
Virginia
$90.3K – – –
WT
637
Washington Trust
Rhode Island
$89.6K – – –
BFP
638
Briaud Financial Planning
Texas
$86K – – –
TSMHT
639
Thurston Springer Miller Herd & Titak
Indiana
$85.1K +$3.67K +69 +5%
BTI
640
Blue Trust Inc
Georgia
$81.5K +$52.3K +1,258 +178%
CB
641
Community Bank
New York
$81.2K – – –
CT
642
Coastline Trust
Rhode Island
$74.4K +$74.4K +1,400 New
PAI
643
Pittenger & Anderson Inc
Nebraska
$72.3K – – –
OC
644
Oarsman Capital
Wisconsin
$71.5K +$71.5K +1,345 New
HNB
645
Hilltop National Bank
Wyoming
$64.2K – – –
PFBT
646
Parkside Financial Bank & Trust
Missouri
$62.3K -$1.59K -30 -2%
Nisa Investment Advisors
647
Nisa Investment Advisors
Missouri
$61.6K – – –
PA
648
Parallel Advisors
California
$57.9K +$52.8K +993 +1,034%
GI
649
GAMMA Investing
California
$56.1K – – –
CA
650
Continuum Advisory
Idaho
$55.3K +$55.3K +956 New
24 25
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