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Brookfield
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Overview Fund Activity

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$651M
2
Capital World Investors
Capital World Investors
California
$2.17B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$817M
4
CS
Cannell & Spears
New York
$82.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$316M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$226M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$256M
4
Aristotle Capital Management
Aristotle Capital Management
California
$121M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$33.2M -$18M -430,081 -35%
LCP
102
LGT Capital Partners
Switzerland
$32M +$6.28M +150,000 +24%
EBSAM
103
Eubel Brady & Suttman Asset Management
Ohio
$31.3M -$566K -13,513 -2%
Franklin Resources
104
Franklin Resources
California
$29.6M -$1.88M -44,936 -6%
KS
105
Karpas Strategies
Connecticut
$29.5M -$1.69M -40,429 -5%
PMG
106
Private Management Group
California
$28.2M -$181K -4,316 -0.6%
ESBC
107
E.S. Barr & Co
Kentucky
$27.4M -$279K -6,668 -1%
OGC
108
Oak Grove Capital
New Hampshire
$27.4M +$1.17M +27,871 +4%
OAG
109
Orbis Allan Gray
Bermuda
$26.9M +$158K +3,781 +0.6%
SIC
110
Schwartz Investment Counsel
Michigan
$26.7M – – –
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$24.7M +$7.73M +184,720 +46%
BMO
112
Beck Mack & Oliver
New York
$24.7M -$184K -4,400 -0.7%
Aviva
113
Aviva
United Kingdom
$24.5M +$104K +2,472 +0.4%
Voloridge Investment Management
114
Voloridge Investment Management
Florida
$24.4M +$24.4M +581,752 New
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$23.9M -$1.53M -36,402 -6%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$23.5M -$16.7M -399,422 -41%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$23.2M +$1.3M +31,005 +6%
QI
118
QV Investors
Alberta, Canada
$23.2M -$3.9M -93,017 -14%
Amundi
119
Amundi
France
$23.1M -$23.4M -606,579 -50%
CLOS
120
Compagnie Lombard Odier SCmA
Switzerland
$22.4M -$1.35M -32,200 -6%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$21M +$836K +19,971 +4%
NEI
122
Northwest & Ethical Investments
Ontario, Canada
$20.4M -$7.07M -169,044 -26%
TAM
123
Third Avenue Management
New York
$20.3M -$155K -3,702 -0.8%
CA
124
Callahan Advisors
Texas
$20M +$237K +5,650 +1%
CCA
125
Cobblestone Capital Advisors
New York
$19.8M +$8K +191 +0%
3 4
5
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