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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.

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
Norges Bank
1
Norges Bank
Norway
$974M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.11B
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$211M
4
ROTUOC
4
Regents of the University of California
California
$154M
5
PSCM
5
Pershing Square Capital Management
New York
$2B

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 Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$6.95B 120,968,883 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.8B 83,487,281 -754,110 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.44B 59,904,458 +974,533 +2%
Capital World Investors
4
Capital World Investors
California
$3.39B 59,020,303 +1,782,034 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$3B 52,285,987 -6,805,668 -12%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.86B 49,801,459 -2,795,836 -5%
PSCM
7
Pershing Square Capital Management
New York
$2B 34,893,064 +2,157,181 +7%
BC
8
Brookfield Corp
Ontario, Canada
$1.78B 30,965,748 -2,000,000 -6%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.39B 24,230,140 -140,725 -0.6%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$1.28B 22,196,935 -926,268 -4%
Fidelity International
11
Fidelity International
Bermuda
$1.17B 20,354,516 +1,640,903 +9%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$1.11B 19,220,924 +16,233,183 +543%
ACM
13
AKRE Capital Management
Virginia
$1.09B 18,969,179 +30,748 +0.2%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05B 18,297,896 -863,522 -5%
Norges Bank
15
Norges Bank
Norway
$974M 16,956,500 +16,956,500 New
First Manhattan
16
First Manhattan
New York
$973M 16,907,751 -225,147 -1%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$961M 16,739,530 -663,383 -4%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$815M 14,178,133 +823,428 +6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$682M 11,866,447 +129,735 +1%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$674M 11,730,863 -2,469,604 -17%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$639M 11,116,400 -834,969 -7%
SCP
22
Soroban Capital Partners
New York
$590M 10,273,462 -808,929 -7%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$579M 10,070,599 -91,856 -0.9%
DC
24
Davenport & Co
Virginia
$542M 9,437,172 -2,163 -0%
MG
25
Markel Group
Virginia
$501M 8,715,741 – –
1
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