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Brookfield
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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 %
SFA
101
Sequoia Financial Advisors
Ohio
$41.3M +$40.3M +758,076 +4,149%
CAI
102
Capital Advisors Inc
Oklahoma
$41.2M +$1.01M +19,063 +3%
Amundi
103
Amundi
France
$39.6M -$3.07M -58,609 -7%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$39.6M +$1.75M +32,857 +5%
ZIG
105
Zurich Insurance Group
Switzerland
$38.9M +$38.9M +732,327 New
Royal London Asset Management
106
Royal London Asset Management
United Kingdom
$37.8M -$78.7K -1,481 -0.2%
EBSAM
107
Eubel Brady & Suttman Asset Management
Ohio
$37.1M -$742K -13,959 -2%
OAG
108
Orbis Allan Gray
Bermuda
$35.6M +$1.04M +19,474 +3%
ESBC
109
E.S. Barr & Co
Kentucky
$34.2M -$399K -7,507 -1%
IIM
110
Intact Investment Management
Quebec, Canada
$34.1M +$17.2M +323,360 +101%
Franklin Resources
111
Franklin Resources
California
$33.9M -$2.56M -46,982 -7%
OGC
112
Oak Grove Capital
New Hampshire
$32.4M -$1.09M -20,468 -3%
PMG
113
Private Management Group
California
$31.6M -$3.53M -66,340 -10%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$31.2M +$2.98M +56,002 +11%
BMO
115
Beck Mack & Oliver
New York
$30.8M -$211K -3,972 -0.7%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$30.1M -$36.7M -694,044 -55%
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$30M +$194K +3,636 +0.7%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$26.8M +$892K +16,783 +3%
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$26.7M -$29.2M -548,852 -52%
JHA
120
Jackson Hill Advisors
Texas
$26.6M +$2.18M +41,000 +9%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$25.6M -$985K -18,529 -4%
CCA
122
Cobblestone Capital Advisors
New York
$25.5M +$115K +2,159 +0.5%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$25.3M -$2.55M -47,947 -9%
CA
124
Callahan Advisors
Texas
$25.2M -$10.6K -200 -0%
Millennium Management
125
Millennium Management
New York
$25M +$6.67M +125,449 +36%
3 4
5
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