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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.

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 %
MAMU
76
Marathon Asset Management (UK)
United Kingdom
$93.9M -$2.96M -51,449 -3%
DMIC
77
Dixon Mitchell Investment Counsel
British Columbia, Canada
$93M -$8.02M -139,621 -8%
Stifel Financial
78
Stifel Financial
Missouri
$90.2M -$339K -5,893 -0.4%
UBS AM
79
UBS AM
Illinois
$88M -$11.9M -207,655 -12%
SFG
80
Sather Financial Group
Texas
$87.5M -$1.16M -20,122 -1%
Dimensional Fund Advisors
81
Dimensional Fund Advisors
Texas
$87.2M -$20.9M -364,629 -19%
SRAIM
82
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$86.8M +$924K +16,096 +1%
AF
83
Aviso Financial
Ontario, Canada
$86.6M +$2M +34,857 +2%
JVBC
84
J.V. Bruni & Co
Colorado
$84.7M +$222K +3,860 +0.3%
Raymond James Financial
85
Raymond James Financial
Florida
$82.8M +$82.8M +1,441,166 New
Northern Trust
86
Northern Trust
Illinois
$82.2M +$25.7M +448,113 +46%
MGP
87
M&G plc
United Kingdom
$71.5M -$20.9M -365,792 -23%
HKAM
88
Horizon Kinetics Asset Management
New York
$70M +$9.3M +161,891 +15%
MAM
89
Madison Asset Management
Wisconsin
$69.7M -$281K -4,889 -0.4%
MIA
90
Madison Investment Advisors
Wisconsin
$69.7M +$69.7M +1,213,230 New
BAM
91
Burgundy Asset Management
Ontario, Canada
$64.9M -$41.4M -721,496 -39%
BRIM
92
Broad Run Investment Management
Virginia
$61.7M -$12.9M -224,530 -17%
HWA
93
Heritage Wealth Advisors
Virginia
$61.6M -$5.4M -94,058 -8%
NSCM
94
New South Capital Management
Tennessee
$60.1M -$1.62M -28,152 -3%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$58.2M -$9.09M -158,213 -14%
GLCM
96
Greenlea Lane Capital Management
Connecticut
$57.2M -$2.37M -41,220 -4%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$55.2M +$12.4M +215,140 +29%
BFS
98
Baskin Financial Services
Ontario, Canada
$53.3M -$610K -10,628 -1%
SFA
99
Sequoia Financial Advisors
Ohio
$52.8M +$8.22M +143,004 +18%
ZIG
100
Zurich Insurance Group
Switzerland
$52.6M +$10.6M +184,371 +25%
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