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Brookfield
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Overview Fund Activity

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.83B
3
Principal Financial Group
Principal Financial Group
Iowa
$1.97B
4
Capital World Investors
Capital World Investors
California
$802M
5
Goldman Sachs
Goldman Sachs
New York
$291M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$717M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$794M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$13.9M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$526M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$2.9M +$269K +8,114 +10%
OC
227
Oppenheimer & Co
New York
$2.88M +$38.6K +1,147 +1%
TCOV
228
Trust Company of Vermont
Vermont
$2.86M -$338K -10,057 -11%
LFM
229
LGT Fund Management
Liechtenstein
$2.84M +$25.6K +760 +0.9%
WW
230
Waterfront Wealth
Kansas
$2.82M -$30.9K -869 -1%
SPIA
231
Steward Partners Investment Advisory
New York
$2.78M -$139K -4,131 -5%
CF
232
Canoe Financial
Alberta, Canada
$2.76M +$2.76M +81,845 New
SAM
233
Shell Asset Management
Netherlands
$2.68M -$780K -23,131 -23%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$2.66M +$281K +8,365 +12%
WJWM
235
Williams Jones Wealth Management
New York
$2.57M -$2.43M -72,182 -49%
UCFA
236
United Capital Financial Advisors
Texas
$2.57M -$1.16M -34,576 -31%
SCM
237
SOL Capital Management
Maryland
$2.52M -$171K -5,075 -6%
EP
238
EPIQ Partners
Minnesota
$2.5M -$247K -7,326 -9%
GF
239
Gabelli Funds
New York
$2.5M – – –
GCM
240
GoodHaven Capital Management
New Jersey
$2.47M -$6.19K -184 -0.2%
BFC
241
Blue Fin Capital
Rhode Island
$2.44M -$5.55K -165 -0.2%
BlackRock
242
BlackRock
New York
$2.44M -$1.41M -41,901 -37%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$2.43M +$822K +24,422 +51%
QOP
244
Quinn Opportunity Partners
Virginia
$2.41M -$202K -6,000 -8%
V
245
Veritable
Delaware
$2.41M +$31.9K +949 +1%
RCM
246
Regency Capital Management
Hawaii
$2.4M +$2.4M +71,256 New
AFM
247
Anson Funds Management
Texas
$2.36M +$2.36M +70,000 New
OAM
248
Oppenheimer Asset Management
New York
$2.31M +$7.81K +232 +0.3%
TC
249
Tsai Capital
New York
$2.19M +$29.9K +888 +1%
LSWM
250
Lorne Steinberg Wealth Management
Canada
$2.14M +$2.14M +63,526 New
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