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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
$349M
4
Capital World Investors
Capital World Investors
California
$2.33B
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
676
Sittner & Nelson
Oregon
$749 – – –
GI
677
Gradient Investments
Minnesota
$623 +$623 +15 New
NMG
678
New Millennium Group
Utah
$540 +$540 +13 New
AEPWM
679
Atlantic Edge Private Wealth Management
Florida
$499 – – –
SAM
680
Smartleaf Asset Management
Massachusetts
$498 +$498 +12 New
SIS
681
Sound Income Strategies
Florida
$457 – – –
FHC
682
First Heartland Consultants
Missouri
$375 +$26 +617 +7%
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$249 +$249 +6 New
DFA
684
DHJJ Financial Advisors
Illinois
$208 – – –
AssetMark Inc
685
AssetMark Inc
California
$166 +$166 +4 New
DPW
686
DiNuzzo Private Wealth
Pennsylvania
$153 +$153 +4 New
CTC
687
Central Trust Company
Missouri
$42 +$42 +1 New
HWM
688
HighMark Wealth Management
Minnesota
$33 – – –
Sumitomo Mitsui Trust Group
689
Sumitomo Mitsui Trust Group
Japan
– -$136M -3,243,771 Closed
CIM
690
Confluence Investment Management
Missouri
– -$55.2M -1,317,556 Closed
WA
691
Whitebox Advisors
Minnesota
– -$36.2M -865,340 Closed
CLOS
692
Compagnie Lombard Odier SCmA
Switzerland
– -$22.4M -533,700 Closed
MFWM
693
Motley Fool Wealth Management
Virginia
– -$17M -405,665 Closed
MFAM
694
Motley Fool Asset Management
Virginia
– -$9.21M -219,970 Closed
JFG
695
Jefferies Financial Group
New York
– -$8.55M -204,282 Closed
T. Rowe Price Associates
696
T. Rowe Price Associates
Maryland
– -$4.59M -109,552 Closed
FFAM
697
Forge First Asset Management
Canada
– -$3.46M -82,800 Closed
Renaissance Technologies
698
Renaissance Technologies
New York
– -$2.51M -60,000 Closed
Point72 Asset Management
699
Point72 Asset Management
Connecticut
– -$1.99M -47,600 Closed
DTL
700
Dynamic Technology Lab
Singapore
– -$1.86M -44,324 Closed
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