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Brookfield
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Overview Fund Activity

813 hedge funds and large institutions have $59.5B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 276 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+75
Holders Change %
+10.16%
% of All Funds
10.83%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.89%
New
118
Increased
239
Reduced
276
Closed
31
Calls
$109M
Puts
$53.3M
Net Calls
+$55.8M
Net Calls Change
-$80.1M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$1.11B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$211M
3
ROTUOC
3
Regents of the University of California
California
$154M
4
PSCM
4
Pershing Square Capital Management
New York
$2B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$460M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$3B
2
Goldman Sachs
2
Goldman Sachs
New York
$241M
3
EIG
3
EdgePoint Investment Group
Ontario, Canada
$469M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.86B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
51
CI Investments Inc
Ontario, Canada
$185M -$14M -243,791 -7%
CCM
52
Check Capital Management
California
$172M -$2.17M -37,806 -1%
Wells Fargo
53
Wells Fargo
California
$170M +$5.42M +94,297 +3%
NHAS
54
Novo Holdings A/S
Denmark
$161M -$39.8M -692,400 -20%
ROTUOC
55
Regents of the University of California
California
$154M +$154M +2,683,035 New
AC
56
Addenda Capital
Quebec, Canada
$151M -$4.93M -59,731 -3%
FAM
57
Fenimore Asset Management
New York
$150M -$470K -8,182 -0.3%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$147M – – –
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$143M -$11.1M -193,458 -7%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$141M -$996K -17,061 -0.7%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$140M +$4.18M +72,770 +3%
BAMCO Inc
62
BAMCO Inc
New York
$137M +$25.4M +442,219 +23%
OAC
63
OMERS Administration Corp
Ontario, Canada
$133M – – –
CCMIC
64
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$130M -$2.97M -51,745 -2%
ClearBridge Investments
65
ClearBridge Investments
New York
$128M +$29M +505,441 +29%
MSC
66
MUFG Securities (Canada)
New York
$126M +$52.4M +912,034 +71%
Caisse de Depot et Placement du Quebec (CDPQ)
67
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$125M – – –
Ameriprise
68
Ameriprise
Minnesota
$123M -$28.8M -493,713 -19%
UBS Group
69
UBS Group
Switzerland
$119M +$65M +1,131,071 +121%
MCI
70
McDonald Capital Investors
California
$116M -$1.24M -21,578 -1%
CS
71
Cannell & Spears
New York
$114M -$3.41M -59,318 -3%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$112M +$9.17M +159,685 +9%
AM
73
AGF Management
Ontario, Canada
$109M -$15.9M -275,057 -13%
GC
74
Guardian Capital
Ontario, Canada
$108M -$4.18M -72,761 -4%
Deutsche Bank
75
Deutsche Bank
Germany
$99M +$9.24M +160,841 +10%
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