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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
SG Americas Securities
New York
$321K
4
Goldman Sachs
Goldman Sachs
New York
$481M
5
Morgan Stanley
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
726
Covestor
United Kingdom
$1K – – –
SN
727
Sittner & Nelson
Oregon
$957 – – –
IAIM
728
International Assets Investment Management
Florida
$844 +$844 +44,859 New
NMG
729
New Millennium Group
Utah
$691 – – –
SIS
730
Sound Income Strategies
Florida
$585 – – –
AssetMark Inc
731
AssetMark Inc
California
$425 +$213 +4 +100%
JIP
732
Jaffetilchin Investment Partners
Florida
$267 +$267 +5 New
DFA
733
DHJJ Financial Advisors
Illinois
$266 – – –
TPCW
734
TD Private Client Wealth
New York
$266 +$266 +5 New
MG
735
Mather Group
Illinois
$213 -$170K -3,193 -100%
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$190 – – –
VAMG
737
Voisard Asset Management Group
Michigan
$160 +$160 +3 New
HWM
738
HighMark Wealth Management
Minnesota
$43 – – –
Norges Bank
739
Norges Bank
Norway
– -$669M -16,091,124 Closed
Hudson Bay Capital Management
740
Hudson Bay Capital Management
Connecticut
– -$270M -6,500,000 Closed
IG
741
ING Group
Netherlands
– -$62.3M -1,500,000 Closed
CWM
742
CIBC World Markets
New York
– -$45.7M -1,100,000 Closed
Lazard Asset Management
743
Lazard Asset Management
New York
– -$37.2M -895,929 Closed
GCL
744
Glazer Capital LLC
New York
– -$30.7M -740,000 Closed
FIA
745
FNY Investment Advisers
New York
– -$20.8M -500,000 Closed
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
– -$8.28M -199,353 Closed
APG Asset Management
747
APG Asset Management
Netherlands
– -$6.57M -169,332 Closed
Man Group
748
Man Group
United Kingdom
– -$1.78M -42,860 Closed
CF
749
Canoe Financial
Alberta, Canada
– -$1.6M -38,145 Closed
SW
750
Simplicity Wealth
New Jersey
– -$931K -22,411 Closed
28 29
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