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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
Pershing Square Capital Management
New York
$1.74B
2
Select Equity Group
Select Equity Group
New York
$517M
3
Legal & General Group
Legal & General Group
United Kingdom
$405M
4
Fidelity International
Fidelity International
Bermuda
$994M
5
TP
Third Point
New York
$251M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.48B
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
3
SG Americas Securities
SG Americas Securities
New York
$321K
4
Goldman Sachs
Goldman Sachs
New York
$481M
5
Morgan Stanley
Morgan Stanley
New York
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
126
Klingenstein Fields & Co
New York
$25M +$190K +3,568 +0.8%
AFIA
127
America First Investment Advisors
Nebraska
$24.7M -$39.2K -738 -0.2%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$24.6M +$14M +263,375 +132%
Citigroup
129
Citigroup
New York
$24.5M -$1.19M -22,309 -5%
TAM
130
Third Avenue Management
New York
$24.2M -$1.58M -29,736 -6%
TPM
131
Triasima Portfolio Management
Quebec, Canada
$22.8M -$40.9M -769,700 -64%
SSWM
132
Smith Salley Wealth Management
North Carolina
$22.6M +$567K +10,667 +3%
BONST
133
Bank of Nova Scotia Trust
Ontario, Canada
$21.9M +$1.41M +26,446 +7%
PGH
134
Partners Group Holding
Switzerland
$21.8M +$7.58M +142,603 +53%
VMPIC
135
Varma Mutual Pension Insurance Co
Finland
$21.5M -$985K -18,600 -4%
Baillie Gifford & Co
136
Baillie Gifford & Co
United Kingdom
$21.5M -$44K -828 -0.2%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$20.5M -$4.56M -85,808 -18%
QI
138
QV Investors
Alberta, Canada
$20.3M -$8.88M -166,946 -30%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.7M +$181K +3,400 +1%
Creative Planning
140
Creative Planning
Kansas
$18.6M +$1.24M +23,269 +7%
SIC
141
Schwartz Investment Counsel
Michigan
$17.9M -$13.3M -250,000 -43%
ECAM
142
East Coast Asset Management
Massachusetts
$17.8M -$4.78K -90 -0%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$17.4M +$576K +10,836 +3%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$16.4M +$776K +14,293 +5%
MMA
145
Mizuho Markets Americas
New York
$15.9M – – –
GCA
146
Guardian Capital Advisors
Ontario, Canada
$15.4M +$316K +5,966 +2%
FMI
147
Factory Mutual Insurance
Massachusetts
$14.8M – – –
FRAF
148
Första AP-fonden
Sweden
$14.6M +$2.9M +54,500 +25%
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$14.5M +$294K +5,532 +2%
ERP
150
Eldred Rock Partners
Texas
$14.3M +$579K +10,901 +4%
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