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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
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 %
OCAM
201
Onex Canada Asset Management
Ontario, Canada
$9.83M -$2.23M -38,810 -18%
Brown Advisory
202
Brown Advisory
Maryland
$9.79M -$500K -8,702 -5%
URS
203
Utah Retirement Systems
Utah
$9.55M – – –
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$9.5M -$1.05M -18,282 -10%
EIM
205
Ervin Investment Management
Washington
$9.27M -$204K -3,551 -2%
NONA
206
Ninety One North America
New York
$9.09M +$9.09M +158,195 New
MCM
207
Moerus Capital Management
New York
$9.03M -$1.33M -23,126 -13%
TCCM
208
Timber Creek Capital Management
Massachusetts
$8.83M -$121K -2,102 -1%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$8.78M +$1.02M +17,825 +13%
BZWA
210
Blue Zone Wealth Advisors
California
$8.36M +$74.3K +1,293 +0.9%
Ensign Peak Advisors
211
Ensign Peak Advisors
Utah
$8.17M – – –
PCA
212
Providence Capital Advisors
North Carolina
$8.06M +$65.8K +1,145 +0.8%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$7.99M -$16.8K -293 -0.2%
LSWM
214
Lorne Steinberg Wealth Management
Canada
$7.97M +$60K +1,045 +0.8%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.9M -$2.34M -40,706 -23%
LIM
216
Lingotto Investment Management
United Kingdom
$7.82M +$7.82M +136,104 New
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.57M +$562K +9,790 +8%
LD
218
Lipe & Dalton
New York
$7.3M -$16.8K -292 -0.2%
BBP
219
Banco BTG Pactual
Brazil
$7.15M -$5.76M -100,000 -45%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$7.13M +$59.2K +1,030 +0.8%
MVIP
221
Mar Vista Investment Partners
California
$7.1M +$2.91M +50,656 +70%
TYCC
222
Texas Yale Capital Corp
Florida
$6.95M +$14.6K +254 +0.2%
AF
223
Avanza Fonder
Sweden
$6.94M +$6.94M +83,961 New
MBI
224
Montrusco Bolton Investments
Quebec, Canada
$6.8M -$116K -2,027 -2%
CI
225
Capital International
California
$6.75M +$277K +4,813 +4%
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