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Brookfield
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Overview Fund Activity

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$651M
2
MGP
2
M&G plc
United Kingdom
$111M
3
Capital World Investors
3
Capital World Investors
California
$2.17B
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$817M
5
CS
5
Cannell & Spears
New York
$82.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$316M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$226M
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$256M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$121M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.07B
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$5.06B 120,968,883 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.07B 97,093,406 -2,676,003 -3%
Principal Financial Group
3
Principal Financial Group
Iowa
$2.6B 62,080,629 -1,228,272 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.41B 57,480,308 +1,063,110 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.29B 54,797,175 +1,289,657 +2%
Capital World Investors
6
Capital World Investors
California
$2.17B 51,922,031 +2,497,509 +5%
BC
7
Brookfield Corp
Ontario, Canada
$1.38B 32,934,574 – –
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.09B 25,935,145 -607,838 -2%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$946M 22,605,567 +299,029 +1%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$908M 21,667,121 -836,471 -4%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$817M 19,533,185 +2,007,429 +11%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$773M 18,456,546 -759,090 -4%
ACM
13
AKRE Capital Management
Virginia
$752M 17,958,415 -95,076 -0.5%
First Manhattan
14
First Manhattan
New York
$747M 17,833,751 -116,536 -0.6%
Norges Bank
15
Norges Bank
Norway
$671M 16,022,033 +713,594 +5%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$655M 15,659,301 -528,494 -3%
Fidelity International
17
Fidelity International
Bermuda
$651M 15,550,329 +3,814,897 +33%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$594M 14,199,498 -2,253,122 -14%
EIG
19
EdgePoint Investment Group
Ontario, Canada
$476M 11,375,780 -2,605,279 -19%
Goldman Sachs
20
Goldman Sachs
New York
$464M 11,082,658 -1,283,264 -10%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$449M 10,712,406 +302,933 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$442M 10,556,063 -141,532 -1%
SCP
23
Soroban Capital Partners
New York
$421M 10,060,586 – –
DC
24
Davenport & Co
Virginia
$397M 9,492,928 -842,515 -8%
MG
25
Markel Group
Virginia
$365M 8,715,741 – –
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