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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.

New
Increased
Maintained
Reduced
Closed
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 %
Aviva
101
Aviva
United Kingdom
$52.3M -$980K -17,085 -2%
Amundi
102
Amundi
France
$50M +$5.81M +99,544 +13%
SCTC
103
Sanibel Captiva Trust Company
Florida
$47.8M -$1.09M -18,989 -2%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$47.3M -$24.7K -430 -0.1%
LM
105
Lincluden Management
Ontario, Canada
$46.6M -$3.54M -61,658 -7%
CAI
106
Capital Advisors Inc
Oklahoma
$44.5M -$24.5K -426 -0.1%
Citadel Advisors
107
Citadel Advisors
Florida
$44M -$3.39M -58,940 -7%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$43.7M +$34.9M +607,143 +393%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$41.7M +$8.1M +141,040 +24%
Pictet Asset Management
110
Pictet Asset Management
Switzerland
$41.7M +$9.41M +163,789 +29%
LCP
111
LGT Capital Partners
Switzerland
$41.6M -$3.91M -68,000 -9%
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$41.1M +$272K +4,731 +0.7%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$39.7M +$7.09M +123,347 +22%
EBSAM
114
Eubel Brady & Suttman Asset Management
Ohio
$39.5M -$625K -10,881 -2%
Franklin Resources
115
Franklin Resources
California
$38.8M +$2.99M +52,116 +8%
IIM
116
Intact Investment Management
Quebec, Canada
$38.4M +$1.5M +26,050 +4%
ESBC
117
E.S. Barr & Co
Kentucky
$36.8M -$155K -2,703 -0.4%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$36.3M +$9.72M +169,342 +37%
DFO
119
Duquesne Family Office
New York
$35.1M +$35.1M +610,225 New
Citigroup
120
Citigroup
New York
$34.6M +$8.13M +141,550 +31%
PMG
121
Private Management Group
California
$33.6M -$581K -10,112 -2%
BMO
122
Beck Mack & Oliver
New York
$33.1M -$252K -4,387 -0.8%
JHA
123
Jackson Hill Advisors
Texas
$30.4M +$1.67M +29,000 +6%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$30.1M +$1.13M +19,650 +4%
MP
125
Maestria Partners
Georgia
$29.8M +$29.8M +519,019 New
3 4
5
6 7