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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
+$280M
2
Goldman Sachs
Goldman Sachs
New York
+$249M
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
+$69M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$232M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$157M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$146M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$94.8M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIC
276
Portland Investment Counsel
Ontario, Canada
$3.12M -$43.7K -956 -1%
CGH
277
Crossmark Global Holdings
Texas
$3.12M +$62.5K +1,366 +2%
SBL
278
Sargent Bickham Lagudis
Colorado
$3.09M +$335K +7,331 +12%
GWM
279
Guardian Wealth Management
Illinois
$3.09M +$17.7K +388 +0.6%
BS
280
Boenning & Scattergood
Pennsylvania
$3.03M +$915 +20 +0%
ECM
281
ExodusPoint Capital Management
New York
$3.02M +$3.02M +66,094 New
TWI
282
Thomas White International
Illinois
$3M +$117K +2,563 +4%
PCM
283
PenderFund Capital Management
British Columbia, Canada
$2.95M -$176K -3,081 -6%
MGP
284
Metis Global Partners
California
$2.92M +$2.92M +63,941 New
Citadel Advisors
285
Citadel Advisors
Florida
$2.89M -$7.73M -168,980 -73%
WCM Investment Management
286
WCM Investment Management
California
$2.86M +$1.56M +34,092 +120%
FFH
287
Fairfax Financial Holdings
Ontario, Canada
$2.83M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
288
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.83M -$1.13M -24,740 -29%
ASN
289
Advisory Services Network
Georgia
$2.78M +$102K +2,227 +4%
WJWM
290
Williams Jones Wealth Management
New York
$2.75M +$801K +17,526 +41%
BTWM
291
Baker Tilly Wealth Management
Wisconsin
$2.73M +$364K +7,951 +15%
AIM
292
Allen Investment Management
New York
$2.64M – – –
NIM
293
Needham Investment Management
New York
$2.62M – – –
MC
294
Mount Capital
United Kingdom
$2.6M +$2.6M +56,828 New
GI
295
GAMCO Investors
Connecticut
$2.59M +$34K +743 +1%
MIM
296
Moseley Investment Management
Florida
$2.55M -$12.8K -279 -0.5%
CL
297
CPWM LLC
Washington
$2.44M -$1.42K -31 -0.1%
AA
298
ALPS Advisors
Colorado
$2.37M -$67.9K -1,485 -3%
PP
299
Pacifica Partners
Canada
$2.34M +$34.3K +786 +1%
BBA
300
Baader Bank Aktiengesellschaft
Germany
$2.33M -$1.66M -36,271 -42%
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