Brookfield
825 hedge funds and large institutions have $59.6B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 242 increasing their positions, 278 reducing their positions, and 31 closing their positions.
287% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 31
105% more call options, than puts
Call options by funds: $109M | Put options by funds: $53.3M
10% more funds holding
Funds holding: 748 → 825 (+77)
10% more funds holding in top 10
Funds holding in top 10: 62 → 68 (+6)
9% more capital invested
Capital invested by funds: $54.6B → $59.6B (+$4.96B)
0.86% more ownership
Funds ownership: 93.66% → 94.52% (+0.86%)
13% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$917M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$185M |
| 3 |
ROTUOC
Regents of the University of California
Oakland,
California
|
+$152M |
| 4 |
PSCM
Pershing Square Capital Management
New York
|
+$122M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$385M |
| 2 |
Goldman Sachs
New York
|
-$274M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$189M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$158M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$140M |
BN Hedge Fund Activity: Q4 2024 in Review
825 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2024, worth a combined $59.6B — up 9.1% from $54.6B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new BN positions and 31 closed out — a net gain of 89 holders — while 242 added to existing stakes and 278 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $917M. The largest seller was Principal Financial Group, cutting an estimated $385M.
- 825 institutional investors held Brookfield (BN) as of Q4 2024, up from 748 in Q3 2024.
- Funds reported $59.6B of Brookfield stock for Q4 2024, up 9.1% quarter-over-quarter.
- 120 funds opened new Brookfield positions in Q4 2024 and 31 closed out, a net change of +89 holders.
- The largest Brookfield buyer in Q4 2024 was National Bank of Canada, an estimated $917M added.
- The largest Brookfield seller in Q4 2024 was Principal Financial Group, an estimated $385M sold.
Based on aggregated 13F filings for Q4 2024.