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Brookfield
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Overview Fund Activity

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$160M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$84M
4
CS
Cannell & Spears
New York
+$81.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$53.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$260M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$165M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$134M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$117M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
701
Allegheny Financial Group
Pennsylvania
– -$233K -5,814 Closed
NCM
702
Northside Capital Management
Oregon
– -$229K -5,697 Closed
FFN
703
Focus Financial Network
Minnesota
– -$216K -5,387 Closed
CFA
704
CWS Financial Advisors
Michigan
– -$211K -5,252 Closed
RCAG
705
Rehmann Capital Advisory Group
Michigan
– -$201K -4,998 Closed
Twin Tree Management
706
Twin Tree Management
Texas
– -$200K -4,978 Closed
Group One Trading
707
Group One Trading
Illinois
– -$188K -4,693 Closed
GWS
708
Glassman Wealth Services
Virginia
– -$173K -4,312 Closed
UOTTAIMCU
709
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$107K -2,667 Closed
GG
710
Greenwood Gearhart
Arkansas
– -$90.3K -2,250 Closed
TWM
711
Tradition Wealth Management
Minnesota
– -$62K -1,536 Closed
AAM
712
Advisors Asset Management
Colorado
– -$19.7K -492 Closed
MFG
713
Mendota Financial Group
Wisconsin
– -$19.3K -480 Closed
PS
714
Planned Solutions
California
– -$16K -400 Closed
SWM
715
Sugarloaf Wealth Management
Georgia
– -$14.1K -352 Closed
SL
716
Salomon & Ludwin
Virginia
– -$10.1K -324 Closed
MRCM
717
M&R Capital Management
New Jersey
– -$12.5K -310 Closed
Kayne Anderson Rudnick Investment Management
718
Kayne Anderson Rudnick Investment Management
California
– -$9.67K -241 Closed
CTB
719
Country Trust Bank
Illinois
– -$6.1K -152 Closed
SFA
720
Semmax Financial Advisors
North Carolina
– -$5.36K -137 Closed
LFG
721
Larson Financial Group
Missouri
– -$4.81K -120 Closed
JFA
722
JNBA Financial Advisors
Minnesota
– -$4.05K -101 Closed
GI
723
Gradient Investments
Minnesota
– -$1.81K -45 Closed
ETC
724
Exchange Traded Concepts
Oklahoma
– -$1.77K -44 Closed
TF
725
Tompkins Financial
New York
– -$722 -18 Closed
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