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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 %
SJIA
251
St. James Investment Advisors
New York
$4.11M +$537K +11,742 +15%
RCM
252
Radnor Capital Management
Pennsylvania
$4.08M -$636K -13,917 -14%
LC
253
Lincoln Capital
Nebraska
$3.96M +$379K +8,297 +11%
JSC
254
Jackson Square Capital
California
$3.94M -$152K -3,313 -4%
EMCIP
255
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.89M +$3.89M +68,035 New
SF
256
Synovus Financial
Georgia
$3.85M +$2.38M +52,035 +162%
KPF
257
K2 Principal Fund
Ontario, Canada
$3.84M +$3.84M +83,869 New
KACA
258
Kayne Anderson Capital Advisors
California
$3.79M -$1.04M -22,699 -22%
AFM
259
Anson Funds Management
Texas
$3.76M -$255K -5,566 -6%
RG
260
Retirement Group
California
$3.76M +$642K +14,050 +21%
TC
261
TownSquare Capital
Utah
$3.76M +$720K +15,757 +24%
GF
262
Gabelli Funds
New York
$3.69M – – –
OAM
263
Oppenheimer Asset Management
New York
$3.63M +$57.8K +1,263 +2%
RC
264
Roundview Capital
New Jersey
$3.6M +$54.7K +1,197 +2%
GCM
265
GoodHaven Capital Management
New Jersey
$3.59M – – –
LIM
266
Leavell Investment Management
Alabama
$3.56M – – –
SNT
267
SIG North Trading
Pennsylvania
$3.51M -$746K -16,343 -18%
Ensign Peak Advisors
268
Ensign Peak Advisors
Utah
$3.46M – – –
HA
269
Herold Advisors
New York
$3.43M – – –
PG
270
Pendal Group
Australia
$3.41M +$530K +11,570 +18%
MVIP
271
Mar Vista Investment Partners
California
$3.27M +$518K +11,333 +19%
CTA
272
Colonial Trust Advisors
South Carolina
$3.25M +$245K +5,347 +8%
SCM
273
SOL Capital Management
Maryland
$3.22M +$83.2K +1,820 +3%
THWM
274
Taylor Hoffman Wealth Management
Virginia
$3.18M -$109K -2,391 -3%
SMI
275
Shelter Mutual Insurance
Missouri
$3.18M +$46 +1 +0%
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