BN icon

Brookfield
BN

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 %
Stifel Financial
76
Stifel Financial
Missouri
$83.7M -$3.47M -65,350 -4%
Deutsche Bank
77
Deutsche Bank
Germany
$83M +$10.3M +194,506 +14%
SFG
78
Sather Financial Group
Texas
$82M +$247K +4,639 +0.3%
SRAIM
79
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$79.4M -$1.72M -32,426 -2%
AF
80
Aviso Financial
Ontario, Canada
$78.2M +$2.08M +39,105 +3%
JVBC
81
J.V. Bruni & Co
Colorado
$78.2M -$1.45M -27,370 -2%
RJA
82
Raymond James & Associates
Florida
$69.5M -$3.08M -57,982 -4%
BRIM
83
Broad Run Investment Management
Virginia
$69M -$4.45M -83,799 -6%
MSC
84
MUFG Securities (Canada)
New York
$68M +$27.7M +521,712 +69%
MAM
85
Madison Asset Management
Wisconsin
$64.7M -$1.24M -23,307 -2%
Wellington Management Group
86
Wellington Management Group
Massachusetts
$62.2M +$1.62M +30,566 +3%
HWA
87
Heritage Wealth Advisors
Virginia
$62M +$757K +14,252 +1%
NSCM
88
New South Capital Management
Tennessee
$57.1M -$551K -10,364 -1%
HKAM
89
Horizon Kinetics Asset Management
New York
$56.2M -$5M -94,159 -8%
BFM
90
Blacksheep Fund Management
Ireland
$55.2M -$31.3M -589,370 -36%
GLCM
91
Greenlea Lane Capital Management
Connecticut
$55.1M -$27.2M -511,020 -33%
Northern Trust
92
Northern Trust
Illinois
$52.2M +$1.13M +21,217 +2%
BFS
93
Baskin Financial Services
Ontario, Canada
$49.8M +$321K +6,051 +0.6%
UBS Group
94
UBS Group
Switzerland
$49.6M +$2.07M +39,028 +4%
Aviva
95
Aviva
United Kingdom
$49.3M +$6.57M +123,590 +15%
LM
96
Lincluden Management
Ontario, Canada
$46.4M -$2.21M -41,508 -5%
SCTC
97
Sanibel Captiva Trust Company
Florida
$45.2M -$1.07M -20,077 -2%
Citadel Advisors
98
Citadel Advisors
Florida
$43.9M +$1.13M +21,320 +3%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$43.8M +$219K +4,112 +0.5%
LCP
100
LGT Capital Partners
Switzerland
$42.1M -$2.39M -45,000 -5%
2 3
4
5 6