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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 %
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$7.41M +$654K +12,296 +10%
PCA
202
Providence Capital Advisors
North Carolina
$7.4M +$73.2K +1,378 +1%
GWM
203
Graybill Wealth Management
Illinois
$7.33M +$40.3K +759 +0.6%
LSWM
204
Lorne Steinberg Wealth Management
Canada
$7.32M -$35.4K -666 -0.5%
Baird Financial Group
205
Baird Financial Group
Wisconsin
$7.18M +$1.71M +32,100 +31%
Truist Financial
206
Truist Financial
North Carolina
$6.88M -$509K -9,583 -7%
LD
207
Lipe & Dalton
New York
$6.77M -$14.4K -270 -0.2%
T. Rowe Price Associates
208
T. Rowe Price Associates
Maryland
$6.74M +$6.74M +126,838 New
PCIG
209
Partners Capital Investment Group
Massachusetts
$6.68M -$393K -7,385 -6%
LDB
210
Lee, Danner & Bass
Tennessee
$6.59M -$638K -12,000 -9%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$6.54M -$74.7K -1,405 -1%
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.49M +$6.49M +121,973 New
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
$6.47M +$2.18M +41,119 +51%
TYCC
214
Texas Yale Capital Corp
Florida
$6.42M – – –
MBI
215
Montrusco Bolton Investments
Quebec, Canada
$6.4M -$69.9K -1,315 -1%
TC
216
TownSquare Capital
Utah
$6.3M -$94.6K -1,780 -1%
TC
217
Tacita Capital
Ontario, Canada
$6.04M -$584K -10,975 -9%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$6.01M +$391K +7,362 +7%
CI
219
Capital International
California
$5.99M -$38.3K -720 -0.6%
William Blair & Company
220
William Blair & Company
Illinois
$5.82M +$53K +998 +0.9%
SSB
221
Sandy Spring Bank
Maryland
$5.78M -$136K -2,558 -2%
State of New Jersey Common Pension Fund D
222
State of New Jersey Common Pension Fund D
New Jersey
$5.63M – – –
AllianceBernstein
223
AllianceBernstein
Tennessee
$5.55M -$98.7K -1,857 -2%
RL
224
Ruffer LLP
United Kingdom
$5.53M -$319K -6,000 -5%
Luther King Capital Management (LKCM)
225
Luther King Capital Management (LKCM)
Texas
$5.45M +$88.9K +1,672 +2%
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9
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