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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 %
OPTFSNA
701
Old Point Trust & Financial Services N A
Virginia
$7.97K – – –
BAM
702
Bellevue Asset Management
Washington
$7.65K -$585 -11 -7%
SA
703
SRH Advisors
Kansas
$6.75K – – –
IA
704
IFP Advisors
Florida
$6.54K +$6.54K +123 New
ZB
705
Zions Bancorporation
Utah
$6.22K -$10.7K -201 -63%
B
706
Birchbrook
Maine
$6.01K +$1.28K +27 +27%
FPB
707
First PREMIER Bank
South Dakota
$6K -$5.06K -102 -46%
PCM
708
Penserra Capital Management
California
$6K +$279 +6 +5%
FG
709
Fairman Group
Pennsylvania
$5.32K – – –
CPG
710
Cornerstone Planning Group
New Jersey
$5.04K +$1.18K +22 +31%
HWP
711
Highline Wealth Partners
California
$4.41K +$1.49K +28 +51%
CAS
712
Coppell Advisory Solutions
Texas
$4.22K – – –
PMFA
713
Plante Moran Financial Advisors
Michigan
$4.04K +$4.04K +76 New
MTIC
714
Missouri Trust & Investment Company
Missouri
$3.99K – – –
BWP
715
Baldwin Wealth Partners
Massachusetts
$3.51K – – –
ME
716
McIlrath & Eck
Washington
$3.14K – – –
SJIM
717
St. Johns Investment Management
Florida
$2.92K – – –
CFD
718
Creative Financial Designs
Indiana
$2.39K – – –
BCMLT
719
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K +$2.39K +45 New
RI
720
Ridgewood Investments
New Jersey
$2.23K -$7.49K -141 -77%
PWMG
721
Private Wealth Management Group
New Jersey
$1.83K – – –
OLVIG
722
Oliver Lagore Vanvalin Investment Group
Michigan
$1.8K -$3.6K -68 -67%
BIA
723
Bell Investment Advisors
California
$1.65K – – –
EBA
724
Eagle Bay Advisors
New York
$1.33K – – –
RIL
725
Rothschild Investment LLC
Illinois
$1.01K – – –
27 28
29
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