Brookfield
750 hedge funds and large institutions have $54.6B invested in Brookfield in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 208 increasing their positions, 274 reducing their positions, and 42 closing their positions.
449% more call options, than puts
Call options by funds: $166M | Put options by funds: $30.2M
155% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 42
51% more capital inflows, than outflows
Capital inflows: $3.63B | Capital outflows: $2.41B
24% more funds holding in top 10
Funds holding in top 10: 50 → 62 (+12)
8% more funds holding
Funds holding: 695 → 750 (+55)
1.39% more ownership
Funds ownership: 61.07% → 62.45% (+1.4%)
24% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pershing Square Capital Management
New York
|
+$1.23B |
| 2 |
Select Equity Group
New York
|
+$460M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$350M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$320M |
| 5 |
Third Point
New York
|
+$224M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$301M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$270M |
| 3 |
SG Americas Securities
New York
|
-$146M |
| 4 |
Goldman Sachs
New York
|
-$133M |
| 5 |
Morgan Stanley
New York
|
-$122M |
BN Hedge Fund Activity: Q3 2024 in Review
750 of the 6,988 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2024, worth a combined $54.6B — up 31% from $41.9B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new BN positions and 42 closed out — a net gain of 65 holders — while 208 added to existing stakes and 274 trimmed.
The largest buyer was Pershing Square Capital Management, adding an estimated $1.23B. The largest seller was Royal Bank of Canada, cutting an estimated $301M.
- 750 institutional investors held Brookfield (BN) as of Q3 2024, up from 695 in Q2 2024.
- Funds reported $54.6B of Brookfield stock for Q3 2024, up 31% quarter-over-quarter.
- 107 funds opened new Brookfield positions in Q3 2024 and 42 closed out, a net change of +65 holders.
- The largest Brookfield buyer in Q3 2024 was Pershing Square Capital Management, an estimated $1.23B added.
- The largest Brookfield seller in Q3 2024 was Royal Bank of Canada, an estimated $301M sold.
Based on aggregated 13F filings for Q3 2024.