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Brookfield
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Overview Fund Activity

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M

Top Buyers

1
PSCM
1
Pershing Square Capital Management
New York
$285M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$270M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M
4
Capital World Investors
4
Capital World Investors
California
$2.33B
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
3
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
76
Blacksheep Fund Management
Ireland
$67.6M -$6.65M -160,110 -9%
GLCM
77
Greenlea Lane Capital Management
Connecticut
$64.3M – – –
SFG
78
Sather Financial Group
Texas
$63.9M +$5.7M +137,313 +10%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$63.6M -$290K -6,960 -0.5%
IG
80
ING Group
Netherlands
$62.3M +$62.3M +1,500,000 New
JVBC
81
J.V. Bruni & Co
Colorado
$62.2M -$222K -5,353 -0.4%
AF
82
Aviso Financial
Ontario, Canada
$59.1M +$59.1M +1,432,323 New
BRIM
83
Broad Run Investment Management
Virginia
$57.4M -$6.04M -145,434 -10%
Deutsche Bank
84
Deutsche Bank
Germany
$56.8M -$1.03M -24,759 -2%
RJA
85
Raymond James & Associates
Florida
$56.8M -$2.56M -61,622 -4%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$52.2M +$28.9M +698,810 +124%
MAM
87
Madison Asset Management
Wisconsin
$51.6M -$1.37M -32,864 -3%
TPM
88
Triasima Portfolio Management
Quebec, Canada
$49.9M +$13M +313,436 +35%
BAMCO Inc
89
BAMCO Inc
New York
$49.8M -$3.69M -88,776 -7%
HWA
90
Heritage Wealth Advisors
Virginia
$47.8M +$1.75M +42,223 +4%
HKAM
91
Horizon Kinetics Asset Management
New York
$47.8M -$3M -72,107 -6%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$47.4M +$1.75M +42,186 +4%
CWM
93
CIBC World Markets
New York
$45.7M +$4.15M +100,000 +10%
NSCM
94
New South Capital Management
Tennessee
$45M +$153K +3,675 +0.3%
Voloridge Investment Management
95
Voloridge Investment Management
Florida
$43.7M +$19.5M +469,250 +81%
Northern Trust
96
Northern Trust
Illinois
$39.9M +$596K +14,342 +2%
BFS
97
Baskin Financial Services
Ontario, Canada
$38.8M +$126K +3,023 +0.3%
LM
98
Lincluden Management
Ontario, Canada
$38.1M -$8.76M -210,562 -19%
Lazard Asset Management
99
Lazard Asset Management
New York
$37.2M +$37.2M +895,929 New
UBS Group
100
UBS Group
Switzerland
$37.1M -$957K -23,030 -3%
2 3
4
5 6