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Brookfield
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Overview Fund Activity

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.46B
2
Goldman Sachs
Goldman Sachs
New York
$399M
3
Select Equity Group
Select Equity Group
New York
$200M
4
TPM
Triasima Portfolio Management
Quebec, Canada
$85.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$729M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.92B
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18B
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.6M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
226
Providence Capital Advisors
North Carolina
$5.92M +$434K +9,494 +8%
TRCT
227
Tower Research Capital (TRC)
New York
$5.73M +$5.54M +121,246 +2,986%
MGIA
228
Moneta Group Investment Advisors
Missouri
$5.72M +$1.2M +26,175 +26%
EP
229
Edgestream Partners
New Jersey
$5.68M +$222K +4,856 +4%
ACM
230
Azimuth Capital Management
Michigan
$5.6M -$33.4K -731 -0.6%
SWM
231
Salvus Wealth Management
New Jersey
$5.5M +$68.2K +1,491 +1%
AUB
232
Atlantic Union Bankshares
Virginia
$5.37M -$24.8K -543 -0.5%
QOP
233
Quinn Opportunity Partners
Virginia
$5.3M +$5.3M +115,907 New
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$5.29M +$579K +12,668 +12%
CANC
235
Culbertson A N & Co
Virginia
$5.27M -$258K -5,646 -5%
LOPW
236
Live Oak Private Wealth
North Carolina
$5.26M +$961K +21,017 +22%
PL
237
Parkwood LLC
Ohio
$5.19M +$66.4K +1,452 +1%
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
$4.97M +$2.2M +48,168 +80%
WW
239
Waterfront Wealth
Kansas
$4.8M -$35.6K -782 -0.7%
LFM
240
LGT Fund Management
Liechtenstein
$4.5M -$346K -7,475 -7%
KSWA
241
Kathleen S. Wright Associates
Pennsylvania
$4.48M +$5.67K +124 +0.1%
SPIA
242
Steward Partners Investment Advisory
New York
$4.41M +$605K +13,228 +16%
BFC
243
Blue Fin Capital
Rhode Island
$4.4M +$14.9K +326 +0.3%
HI
244
Hendershot Investments
Virginia
$4.4M -$83.5K -1,826 -2%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$4.38M +$496K +10,838 +13%
New York State Common Retirement Fund
246
New York State Common Retirement Fund
New York
$4.34M +$4.34M +94,993 New
AOWM
247
Alpha Omega Wealth Management
Virginia
$4.32M -$122K -2,659 -3%
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$4.31M -$614K -13,432 -12%
EP
249
EPIQ Partners
Minnesota
$4.29M +$332K +7,255 +8%
KJHP
250
K.J. Harrison & Partners
Ontario, Canada
$4.18M +$2.34M +51,164 +127%
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