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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
National Bank of Canada
Quebec, Canada
$1.11B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$211M
3
ROTUOC
Regents of the University of California
California
$154M
4
PSCM
Pershing Square Capital Management
New York
$2B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$460M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$3B
2
Goldman Sachs
Goldman Sachs
New York
$241M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$469M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.86B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMAL
176
Asset Management Advisors LLC
Oklahoma
$12.9M +$161K +2,798 +1%
LPL Financial
177
LPL Financial
California
$12.9M +$2.87M +50,012 +29%
GCM
178
GoodHaven Capital Management
New Jersey
$12.6M – – –
LOPW
179
Live Oak Private Wealth
North Carolina
$12.4M -$396K -6,888 -3%
UIM
180
USS Investment Management
United Kingdom
$12.3M +$10.4M +181,103 +539%
HLCM
181
Hi-Line Capital Management
South Dakota
$12.1M -$2.43M -42,345 -17%
VDBMI
182
Van Den Berg Management I
Texas
$12.1M -$37.8K -658 -0.3%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$12M -$78.2K -1,361 -0.6%
IMPI
184
Ilmarinen Mutual Pension Insurance
Finland
$11.8M +$3.16M +55,000 +37%
PI
185
Parkside Investments
Illinois
$11.5M -$297K -5,162 -3%
LFM
186
LGT Fund Management
Liechtenstein
$11.3M – – –
LI
187
Louisbourg Investments
New Brunswick, Canada
$11.3M +$1.74M +30,287 +18%
MAA
188
Mraz Amerine & Associates
California
$11.1M +$313K +5,447 +3%
LKIM
189
Lawson Kroeker Investment Management
Nebraska
$11.1M -$685K -11,917 -6%
BP
190
BNP Paribas
France
$11.1M -$311K -5,400 -3%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$11M +$649K +11,298 +6%
ACH
192
ArrowMark Colorado Holdings
Colorado
$11M – – –
HighTower Advisors
193
HighTower Advisors
Illinois
$10.8M -$611K -10,636 -5%
Mariner
194
Mariner
Kansas
$10.7M -$429K -7,473 -4%
BFM
195
Blacksheep Fund Management
Ireland
$10.4M -$49.2M -856,789 -83%
CIS
196
Capital International Sarl
California
$10.1M +$905K +15,760 +10%
KMC
197
Kirr Marbach & Co
Indiana
$10.1M -$60.4K -1,051 -0.6%
ACM
198
Adalta Capital Management
New York
$9.97M +$57.5K +1,000 +0.6%
SAM
199
Silvercrest Asset Management
New York
$9.89M +$20.2K +351 +0.2%
FFA
200
First Foundation Advisors
California
$9.86M -$825K -14,365 -8%
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