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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
1
Pershing Square Capital Management
New York
$1.74B
2
Select Equity Group
2
Select Equity Group
New York
$517M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$405M
4
Fidelity International
4
Fidelity International
Bermuda
$994M
5
TP
5
Third Point
New York
$251M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$321K
4
Goldman Sachs
4
Goldman Sachs
New York
$481M
5
Morgan Stanley
5
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$159M +$35.4M +666,435 +29%
Wells Fargo
52
Wells Fargo
California
$152M -$3.75M -70,535 -2%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$143M -$12.8M -240,910 -8%
Ameriprise
54
Ameriprise
Minnesota
$139M -$14.2M -264,758 -9%
FAM
55
Fenimore Asset Management
New York
$139M -$114K -2,153 -0.1%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$137M – – –
AC
57
Addenda Capital
Quebec, Canada
$135M +$6.53M +90,879 +5%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$129M -$2.77M -52,035 -2%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$126M -$2.05M -38,644 -2%
CCMIC
60
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$123M -$1.6M -30,030 -1%
OAC
61
OMERS Administration Corp
Ontario, Canada
$123M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$116M -$18.1M -341,285 -14%
AM
63
AGF Management
Ontario, Canada
$116M -$23.7M -445,151 -17%
CS
64
Cannell & Spears
New York
$109M +$2.8M +52,743 +3%
MCI
65
McDonald Capital Investors
California
$109M -$2.94M -55,257 -3%
GC
66
Guardian Capital
Ontario, Canada
$104M -$16.4M -308,052 -14%
BAMCO Inc
67
BAMCO Inc
New York
$104M +$39.9M +750,726 +63%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$100M -$5.63M -105,920 -5%
BAM
69
Burgundy Asset Management
Ontario, Canada
$98.4M -$3.62M -68,162 -4%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$95.1M +$1.37M +25,829 +1%
DMIC
71
Dixon Mitchell Investment Counsel
British Columbia, Canada
$93.4M +$780K +14,661 +0.8%
UBS AM
72
UBS AM
Illinois
$92.5M -$5.05M -94,951 -5%
ClearBridge Investments
73
ClearBridge Investments
New York
$91.3M -$1.66M -31,259 -2%
MAMU
74
Marathon Asset Management (UK)
United Kingdom
$89.7M -$1.83M -34,491 -2%
MGP
75
M&G plc
United Kingdom
$85.9M -$46.9M -884,032 -35%
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