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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 %
FFA
176
First Foundation Advisors
California
$9.88M -$3M -56,373 -23%
MCM
177
MAI Capital Management
Ohio
$9.87M -$69.6K -1,309 -0.7%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$9.76M +$527K +9,915 +6%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$9.6M -$385K -7,245 -4%
MCM
180
Moerus Capital Management
New York
$9.58M – – –
Brown Advisory
181
Brown Advisory
Maryland
$9.52M -$103K -1,932 -1%
Public Sector Pension Investment Board (PSP Investments)
182
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.48M +$20K +377 +0.2%
KMC
183
Kirr Marbach & Co
Indiana
$9.38M -$3.88K -73 -0%
LPL Financial
184
LPL Financial
California
$9.31M -$187K -3,520 -2%
ACM
185
Adalta Capital Management
New York
$9.17M +$36.4K +685 +0.4%
SAM
186
Silvercrest Asset Management
New York
$9.13M -$2.22M -41,685 -20%
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$9.09M +$8.02M +150,954 +755%
Arrowstreet Capital
188
Arrowstreet Capital
Massachusetts
$8.93M +$8.59M +161,706 +2,545%
URS
189
Utah Retirement Systems
Utah
$8.84M – – –
LI
190
Louisbourg Investments
New Brunswick, Canada
$8.82M -$508K -9,550 -5%
EIM
191
Ervin Investment Management
Washington
$8.77M +$9.83K +185 +0.1%
PIC
192
PCJ Investment Counsel
Ontario, Canada
$8.67M +$2.98M +56,150 +52%
CIS
193
Capital International Sarl
California
$8.5M +$1.25M +23,602 +17%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$8.42M -$35.1M -642,393 -81%
TCCM
195
Timber Creek Capital Management
Massachusetts
$8.28M +$53.7K +1,010 +0.7%
IMPI
196
Ilmarinen Mutual Pension Insurance
Finland
$7.97M – – –
GIA
197
Gateway Investment Advisers
Ohio
$7.93M – – –
Ensign Peak Advisors
198
Ensign Peak Advisors
Utah
$7.75M – – –
BZWA
199
Blue Zone Wealth Advisors
California
$7.66M -$570K -10,716 -7%
O
200
Ossiam
France
$7.59M +$7.59M +142,686 New
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