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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
+$162M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$104M
3
NHAS
Novo Holdings A/S
Denmark
+$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$4.18B
2
Fidelity International
Fidelity International
Bermuda
-$178M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$101M
4
Goldman Sachs
Goldman Sachs
New York
-$88.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$2.26M +$111K +3,557 +5%
RCM
252
Regency Capital Management
Hawaii
$2.23M -$1.56K -50 -0.1%
CP
253
CenterBook Partners
Connecticut
$2.2M -$1.29M -41,285 -37%
MJRIC
254
Mogy Joel R Investment Counsel
California
$2.19M -$2.08M -66,595 -49%
QOP
255
Quinn Opportunity Partners
Virginia
$2.11M -$125K -4,000 -6%
MFS
256
Mirabella Financial Services
United Kingdom
$2.09M +$2.09M +66,848 New
TC
257
Tsai Capital
New York
$2.09M +$48.9K +1,563 +2%
BPA
258
Beacon Pointe Advisors
California
$2.07M +$1.32M +42,056 +174%
UCFA
259
United Capital Financial Advisors
Texas
$2.05M -$339K -10,853 -14%
MVIP
260
Mar Vista Investment Partners
California
$1.98M – – –
SG Americas Securities
261
SG Americas Securities
New York
$1.98M -$1.61M -44,893 -45%
SCP
262
Stamos Capital Partners
California
$1.96M +$1.96M +62,600 New
AI
263
Atria Investments
North Carolina
$1.94M +$298K +9,525 +18%
VAG
264
VisionPoint Advisory Group
Texas
$1.91M +$24.7K +790 +1%
JPWM
265
Jamison Private Wealth Management
Georgia
$1.91M +$1.91M +60,281 New
HA
266
Herold Advisors
New York
$1.88M +$15.7K +500 +0.8%
PGCM
267
Prescott Group Capital Management
Oklahoma
$1.88M +$1.88M +60,000 New
Barclays
268
Barclays
United Kingdom
$1.84M +$1.73M +55,485 +1,698%
GWM
269
Guardian Wealth Management
Illinois
$1.79M +$27.4K +877 +2%
SMI
270
Shelter Mutual Insurance
Missouri
$1.76M – – –
PCM
271
PenderFund Capital Management
British Columbia, Canada
$1.73M – – –
LIM
272
Leavell Investment Management
Alabama
$1.73M – – –
MGP
273
Metis Global Partners
California
$1.69M -$2.94K -94 -0.2%
American Century Companies
274
American Century Companies
Missouri
$1.64M +$84.4K +2,698 +5%
HI
275
Hendershot Investments
Virginia
$1.63M – – –
9 10
11
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