Brookfield
747 hedge funds and large institutions have $54.6B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 207 increasing their positions, 274 reducing their positions, and 42 closing their positions.
449% more call options, than puts
Call options by funds: $166M | Put options by funds: $30.2M
152% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 42
31% more capital invested
Capital invested by funds: $41.8B → $54.6B (+$12.8B)
24% more funds holding in top 10
Funds holding in top 10: 50 → 62 (+12)
8% more funds holding
Funds holding: 693 → 747 (+54)
2.09% more ownership
Funds ownership: 91.58% → 93.67% (+2.1%)
24% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
+$1.23B |
| 2 |
Select Equity Group
New York
|
+$460M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$350M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$320M |
| 5 |
TP
Third Point
New York
|
+$224M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$301M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$270M |
| 3 |
SG Americas Securities
New York
|
-$146M |
| 4 |
Goldman Sachs
New York
|
-$133M |
| 5 |
Morgan Stanley
New York
|
-$122M |
BN Hedge Fund Activity: Q3 2024 in Review
747 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2024, worth a combined $54.6B — up 31% from $41.8B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new BN positions and 42 closed out — a net gain of 64 holders — while 207 added to existing stakes and 274 trimmed.
The largest buyer was Pershing Square Capital Management, adding an estimated $1.23B. The largest seller was Royal Bank of Canada, cutting an estimated $301M.
- 747 institutional investors held Brookfield (BN) as of Q3 2024, up from 693 in Q2 2024.
- Funds reported $54.6B of Brookfield stock for Q3 2024, up 31% quarter-over-quarter.
- 106 funds opened new Brookfield positions in Q3 2024 and 42 closed out, a net change of +64 holders.
- The largest Brookfield buyer in Q3 2024 was Pershing Square Capital Management, an estimated $1.23B added.
- The largest Brookfield seller in Q3 2024 was Royal Bank of Canada, an estimated $301M sold.
Based on aggregated 13F filings for Q3 2024.