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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
1
Pershing Square Capital Management
New York
$285M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$270M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M
4
Capital World Investors
4
Capital World Investors
California
$2.33B
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
3
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$122M -$2.64M -63,514 -2%
Wells Fargo
52
Wells Fargo
California
$122M +$17.4M +419,425 +17%
Ameriprise
53
Ameriprise
Minnesota
$120M -$10.9M -259,788 -8%
AM
54
AGF Management
Ontario, Canada
$109M -$6.02M -144,166 -5%
FAM
55
Fenimore Asset Management
New York
$109M +$225K +5,415 +0.2%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$107M – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$106M -$430K -10,058 -0.4%
MGP
58
M&G plc
United Kingdom
$105M -$6.02M -143,387 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
59
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M -$23.2M -557,062 -18%
AC
60
Addenda Capital
Quebec, Canada
$102M -$4.03M -70,819 -4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$100M -$1.1M -26,478 -1%
CCMIC
62
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$97.8M +$1.32M +31,730 +1%
OAC
63
OMERS Administration Corp
Ontario, Canada
$96.3M – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$94.7M -$1.37M -33,483 -1%
GC
65
Guardian Capital
Ontario, Canada
$94.1M -$2.73M -65,599 -3%
MCI
66
McDonald Capital Investors
California
$87.3M -$558K -13,427 -0.6%
CS
67
Cannell & Spears
New York
$82.8M +$733K +17,635 +0.9%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$82.6M -$9.69M -233,265 -10%
BAM
69
Burgundy Asset Management
Ontario, Canada
$79.8M -$2.4M -57,757 -3%
UBS AM
70
UBS AM
Illinois
$76.2M +$76.2M +1,834,401 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$73.3M +$1.08M +26,072 +2%
ClearBridge Investments
72
ClearBridge Investments
New York
$72.6M -$1.53M -36,731 -2%
DMIC
73
Dixon Mitchell Investment Counsel
British Columbia, Canada
$72.6M +$424K +10,178 +0.6%
MAMU
74
Marathon Asset Management (UK)
United Kingdom
$71.6M -$13M -311,546 -15%
Stifel Financial
75
Stifel Financial
Missouri
$68.2M +$16M +386,349 +31%
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