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Brookfield
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Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$1.99B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
3
NHAS
Novo Holdings A/S
Denmark
$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.3B

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$3.16M +$898K +28,728 +40%
VC
227
Voss Capital
Texas
$3.13M +$3.13M +100,000 New
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$3.07M -$311K -9,949 -9%
TI
229
Trexquant Investment
Connecticut
$3.07M +$1.34M +42,723 +77%
PP
230
Pacifica Partners
Canada
$2.84M +$225K +7,540 +9%
KSWA
231
Kathleen S. Wright Associates
Pennsylvania
$2.75M +$847K +27,308 +45%
MGIA
232
Moneta Group Investment Advisors
Missouri
$2.72M +$301K +9,634 +12%
TIM
233
Timelo Investment Management
Ontario, Canada
$2.66M -$3.44M -110,000 -56%
CANC
234
Culbertson A N & Co
Virginia
$2.6M -$102K -3,268 -4%
CF
235
Canoe Financial
Alberta, Canada
$2.56M – – –
MAA
236
Mraz Amerine & Associates
California
$2.56M +$1.19M +38,109 +87%
OMC
237
Old Mission Capital
Illinois
$2.55M +$2.55M +81,469 New
TCOV
238
Trust Company of Vermont
Vermont
$2.53M -$131K -4,181 -5%
SAM
239
Shell Asset Management
Netherlands
$2.52M +$18.1K +577 +0.7%
WJWM
240
Williams Jones Wealth Management
New York
$2.45M +$59.4K +1,901 +2%
BlackRock
241
BlackRock
New York
$2.45M +$180K +5,769 +8%
SPIA
242
Steward Partners Investment Advisory
New York
$2.45M -$135K -4,313 -5%
PFO
243
Pathstone Family Office
New Jersey
$2.44M +$2.44M +78,094 New
MOS
244
MGO One Seven
Ohio
$2.42M +$636K +20,290 +36%
WW
245
Waterfront Wealth
Kansas
$2.41M -$26K -848 -1%
GF
246
Gabelli Funds
New York
$2.32M – – –
EP
247
EPIQ Partners
Minnesota
$2.31M -$11.7K -375 -0.5%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$2.3M +$1.59M +50,939 +224%
APG Asset Management
249
APG Asset Management
Netherlands
$2.29M -$34K -800 -1%
BFC
250
Blue Fin Capital
Rhode Island
$2.26M -$8.51K -272 -0.4%
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