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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
10.82%
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
National Bank of Canada
Quebec, Canada
+$933M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$188M
3
ROTUOC
Regents of the University of California
California
+$154M
4
PSCM
Pershing Square Capital Management
New York
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$112M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$391M
2
Goldman Sachs
Goldman Sachs
New York
-$278M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$192M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$160M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
801
NBC Securities
Alabama
$1.09K -$1.09M -19,056 -100%
CIM
802
Contravisory Investment Management
Massachusetts
$1.03K +$1.03K +18 New
C
803
Covestor
United Kingdom
$1K +$182 +4 +22%
NMG
804
New Millennium Group
Utah
$747 – – –
SIS
805
Sound Income Strategies
Florida
$632 – – –
HFS
806
Horizon Financial Services
North Carolina
$575 +$575 +10 New
DFA
807
DHJJ Financial Advisors
Illinois
$288 – – –
SIC
808
Salem Investment Counselors
North Carolina
$288 +$288 +5 New
TPCW
809
TD Private Client Wealth
New York
$287 – – –
HNW
810
High Note Wealth
Minnesota
$287 +$287 +5 New
DPW
811
DiNuzzo Private Wealth
Pennsylvania
$217 – – –
S
812
Sachetta
Massachusetts
$84 +$84 +1 New
HWM
813
HighMark Wealth Management
Minnesota
$46 – – –
OAG
814
Orbis Allan Gray
Bermuda
– -$35.6M -669,693 Closed
T. Rowe Price Associates
815
T. Rowe Price Associates
Maryland
– -$6.74M -126,838 Closed
RBA
816
Richard Bernstein Advisors
New York
– -$4.15M -78,061 Closed
KI
817
Keystone Investors
Singapore
– -$3.42M -64,433 Closed
SPS
818
Susquehanna Portfolio Strategies
Pennsylvania
– -$3.04M -57,200 Closed
Squarepoint
819
Squarepoint
New York
– -$2.48M -46,673 Closed
IAIM
820
International Assets Investment Management
Florida
– -$844 -44,859 Closed
ET
821
Entropy Technologies
New York
– -$1.88M -35,341 Closed
Marshall Wace
822
Marshall Wace
United Kingdom
– -$1.14M -21,400 Closed
SGI
823
Summit Global Investments
Utah
– -$871K -16,387 Closed
FHB
824
First Hawaiian Bank
Hawaii
– -$688K -12,940 Closed
FTDI
825
First Trust Direct Indexing
Massachusetts
– -$551K -10,374 Closed
30 31 32
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