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Brookfield
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Overview Fund Activity

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M

Top Buyers

1
PSCM
1
Pershing Square Capital Management
New York
$285M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$270M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M
4
Capital World Investors
4
Capital World Investors
California
$2.33B
5
Charles Schwab
5
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
3
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$680M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$5.03B 120,968,883 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.76B 90,598,183 -6,495,223 -7%
Principal Financial Group
3
Principal Financial Group
Iowa
$2.53B 60,858,459 -1,222,170 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.41B 57,899,328 +419,020 +0.7%
Capital World Investors
5
Capital World Investors
California
$2.33B 55,969,398 +4,047,367 +8%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.32B 52,554,152 -2,243,023 -4%
BC
7
Brookfield Corp
Ontario, Canada
$1.37B 32,934,574 – –
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.03B 24,885,202 -1,049,943 -4%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$905M 21,789,751 -815,816 -4%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$879M 21,144,135 -522,986 -2%
ACM
11
AKRE Capital Management
Virginia
$767M 18,465,882 +507,467 +3%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$734M 17,635,388 -821,158 -4%
First Manhattan
13
First Manhattan
New York
$731M 17,569,190 -264,561 -1%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$680M 16,350,082 -3,183,103 -16%
Norges Bank
15
Norges Bank
Norway
$669M 16,091,124 +69,091 +0.4%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$588M 14,144,319 -1,514,982 -10%
Fidelity International
17
Fidelity International
Bermuda
$497M 11,953,352 -3,596,977 -23%
Goldman Sachs
18
Goldman Sachs
New York
$493M 11,857,730 +775,072 +7%
SCP
19
Soroban Capital Partners
New York
$477M 11,476,297 +1,415,711 +14%
EIG
20
EdgePoint Investment Group
Ontario, Canada
$471M 11,316,027 -59,753 -0.5%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$438M 10,549,682 -162,724 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$431M 10,366,482 -189,581 -2%
DC
23
Davenport & Co
Virginia
$393M 9,457,786 -35,142 -0.4%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M 8,917,996 -5,281,502 -37%
Morgan Stanley
25
Morgan Stanley
New York
$366M 8,819,391 +1,277,986 +17%
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