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Brookfield
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Overview Fund Activity

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
$285M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$270M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M
4
Capital World Investors
Capital World Investors
California
$2.33B
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$21.8M +$947K +22,804 +5%
FIA
127
FNY Investment Advisers
New York
$20.8M +$20.8M +500,000 New
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$20.8M -$3.74M -90,100 -15%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$20.3M +$993K +23,888 +5%
TAM
130
Third Avenue Management
New York
$20.1M -$1.75K -42 -0%
Citigroup
131
Citigroup
New York
$20.1M +$2.21M +53,067 +12%
CCA
132
Cobblestone Capital Advisors
New York
$19.8M +$156K +3,762 +0.8%
CA
133
Callahan Advisors
Texas
$19.7M -$87.4K -2,105 -0.4%
NEI
134
Northwest & Ethical Investments
Ontario, Canada
$19.6M -$654K -15,734 -3%
KFC
135
Klingenstein Fields & Co
New York
$19.4M +$364K +8,766 +2%
AFIA
136
America First Investment Advisors
Nebraska
$19.3M +$331K +7,973 +2%
JHA
137
Jackson Hill Advisors
Texas
$19.1M +$831K +20,000 +5%
VMPIC
138
Varma Mutual Pension Insurance Co
Finland
$17.6M -$1.52M -36,487 -8%
SSWM
139
Smith Salley Wealth Management
North Carolina
$17.2M +$879K +21,171 +5%
Baillie Gifford & Co
140
Baillie Gifford & Co
United Kingdom
$16.8M – – –
BONST
141
Bank of Nova Scotia Trust
Ontario, Canada
$16M -$158K -3,796 -1%
CAM
142
Cidel Asset Management
Ontario, Canada
$15.7M -$686K -16,490 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.4M -$1.34M -32,232 -8%
Millennium Management
144
Millennium Management
New York
$14.4M +$9.9M +238,104 +222%
Jane Street
145
Jane Street
New York
$14.2M +$4.94M +118,837 +53%
ECAM
146
East Coast Asset Management
Massachusetts
$13.9M -$27.1K -652 -0.2%
Creative Planning
147
Creative Planning
Kansas
$13.6M +$161K +3,879 +1%
IIM
148
Intact Investment Management
Quebec, Canada
$13.3M -$4.58M -110,040 -26%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$13.2M +$1.82M +43,837 +16%
HLCM
150
Hi-Line Capital Management
South Dakota
$12.9M -$664K -15,988 -5%
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