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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
$651M
2
Capital World Investors
Capital World Investors
California
$2.17B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$817M
4
CS
Cannell & Spears
New York
$82.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$316M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$226M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$256M
4
Aristotle Capital Management
Aristotle Capital Management
California
$121M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
51
AGF Management
Ontario, Canada
$115M -$7.13M -171,780 -6%
MGP
52
M&G plc
United Kingdom
$111M +$111M +2,648,140 New
FAM
53
Fenimore Asset Management
New York
$109M +$369K +8,803 +0.3%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$108M – – –
AC
55
Addenda Capital
Quebec, Canada
$106M -$430K -7,586 -0.4%
Wells Fargo
56
Wells Fargo
California
$105M -$4.39M -104,851 -4%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$104M -$36M -818,173 -26%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$103M -$1.29M -31,368 -1%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$102M -$15.5M -370,518 -13%
GC
60
Guardian Capital
Ontario, Canada
$97.6M -$537K -12,831 -0.5%
CCMIC
61
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$97.2M -$485K -11,578 -0.5%
OAC
62
OMERS Administration Corp
Ontario, Canada
$97M – – –
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$93M -$26M -620,308 -22%
MCI
64
McDonald Capital Investors
California
$88.5M -$1.59M -37,995 -2%
CS
65
Credit Suisse
Switzerland
$87.5M -$8.27M -197,591 -9%
MAMU
66
Marathon Asset Management (UK)
United Kingdom
$85.1M -$1.41M -33,653 -2%
BAM
67
Burgundy Asset Management
Ontario, Canada
$82.8M -$10.3M -246,374 -11%
CS
68
Cannell & Spears
New York
$82.7M +$81.9M +1,955,846 +9,938%
ClearBridge Investments
69
ClearBridge Investments
New York
$74.9M -$18.3M -437,263 -20%
BFM
70
Blacksheep Fund Management
Ireland
$74.9M -$31.4M -749,500 -30%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$72.7M -$2.16M -51,629 -3%
DMIC
72
Dixon Mitchell Investment Counsel
British Columbia, Canada
$72.6M +$814K +19,434 +1%
GLCM
73
Greenlea Lane Capital Management
Connecticut
$64.8M -$2.85M -68,085 -4%
SRAIM
74
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$64.3M -$234K -5,578 -0.4%
BRIM
75
Broad Run Investment Management
Virginia
$63.9M -$3.37M -80,450 -5%
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