BN icon

Brookfield
BN

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 %
Voloridge Investment Management
151
Voloridge Investment Management
Florida
$18.7M -$10.2M -176,852 -35%
Arrowstreet Capital
152
Arrowstreet Capital
Massachusetts
$18M +$8.39M +146,082 +87%
Truist Financial
153
Truist Financial
North Carolina
$17.9M +$10.5M +181,950 +141%
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$17.8M +$446K +7,772 +3%
SCM
155
Sterling Capital Management
North Carolina
$17.7M +$17.2M +299,332 +3,361%
WCA
156
Waratah Capital Advisors
Ontario, Canada
$17.3M +$16.8M +292,089 +3,051%
MMA
157
Mizuho Markets Americas
New York
$17.2M – – –
LF
158
Lansforsakringar Fondforvaltning
Sweden
$17M +$17M +295,354 New
VMPIC
159
Varma Mutual Pension Insurance Co
Finland
$16.9M -$6.41M -111,500 -27%
FRAF
160
Första AP-fonden
Sweden
$16.5M +$764K +13,300 +5%
GP
161
Guardian Partners
Canada
$16.4M +$16.4M +280,639 New
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$16.3M +$16.3M +283,800 New
PIC
163
PCJ Investment Counsel
Ontario, Canada
$15.9M +$6.54M +113,840 +70%
ERP
164
Eldred Rock Partners
Texas
$15.5M +$49.7K +866 +0.3%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$15.3M +$64.5K +1,123 +0.4%
CPIG
166
Chicago Partners Investment Group
Illinois
$15M -$73.6K -1,261 -0.5%
Janus Henderson Group
167
Janus Henderson Group
United Kingdom
$14.8M -$906K -15,772 -6%
HIM
168
Hillsdale Investment Management
Ontario, Canada
$14.7M +$12.8M +222,933 +661%
CWM
169
Chemistry Wealth Management
New York
$14.5M +$1.33M +23,159 +10%
CAM
170
Cidel Asset Management
Ontario, Canada
$14.3M -$56.3K -980 -0.4%
MCM
171
MAI Capital Management
Ohio
$13.9M +$3.26M +56,730 +31%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$13.9M – – –
NFC
173
Northeast Financial Consultants
Connecticut
$13.5M – – –
PFSRSONJ
174
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.1M +$13.1M +228,779 New
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$13M +$3.16M +54,975 +32%
5 6
7
8 9