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Brookfield
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Overview Fund Activity

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.01B
2
Fidelity International
Fidelity International
Bermuda
$1.52B
3
Principal Financial Group
Principal Financial Group
Iowa
$2.04B
4
Ameriprise
Ameriprise
Minnesota
$104M
5
Bessemer Group
Bessemer Group
New Jersey
$94.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$539M
3
Goldman Sachs
Goldman Sachs
New York
$181M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$699M
5
Capital World Investors
Capital World Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Graybill Wealth Management
Illinois
$5.36M -$136K -3,791 -2%
LOAMS
227
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.32M +$4.02M +111,817 +308%
WJWM
228
Williams Jones Wealth Management
New York
$5.17M +$3M +83,528 +139%
FTB
229
First Trust Bank
Bahamas
$5.13M – – –
MGWM
230
Marks Group Wealth Management
Minnesota
$5.13M +$117K +3,264 +2%
MGIA
231
Moneta Group Investment Advisors
Missouri
$5.08M +$583K +16,208 +13%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$4.97M +$3.27K +91 +0.1%
AllianceBernstein
233
AllianceBernstein
Tennessee
$4.94M +$85.3K +2,374 +2%
PFP
234
Pinnacle Financial Partners
Tennessee
$4.72M +$35.5K +987 +0.8%
PCA
235
Providence Capital Advisors
North Carolina
$4.56M -$99.4K -2,765 -2%
V
236
Veritable
Delaware
$4.55M -$168K -4,665 -4%
PIC
237
PCJ Investment Counsel
Ontario, Canada
$4.52M -$2.39M -66,563 -35%
SCC
238
Steel Canyon Capital
Arizona
$4.45M -$793K -22,070 -15%
OC
239
Oppenheimer & Co
New York
$4.37M -$567K -15,780 -11%
ACIM
240
Azimuth Capital Investment Management
Michigan
$4.34M +$4.34M +120,719 New
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$4.33M +$173K +4,808 +4%
SWM
242
Salvus Wealth Management
New Jersey
$4.32M -$9.13K -254 -0.2%
DGAM
243
Desjardins Global Asset Management
Quebec, Canada
$4.24M +$4.24M +118,039 New
JAM
244
JCIC Asset Management
Ontario, Canada
$4.2M -$2M -55,750 -32%
CANC
245
Culbertson A N & Co
Virginia
$4.16M +$20.8K +579 +0.5%
AUB
246
Atlantic Union Bankshares
Virginia
$4.1M -$128K -3,561 -3%
Man Group
247
Man Group
United Kingdom
$4.08M -$8.79M -192,180 Closed
MME
248
Meag Munich Ergo
Germany
$4.04M -$709K -19,767 -15%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$3.98M -$8.1M -225,402 -67%
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$3.8M +$3.8M +105,679 New
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