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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$111M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$107M
3
Capital World Investors
Capital World Investors
California
+$104M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$60.9M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$59.2M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$51.7M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Mascoma Wealth Management
New Hampshire
$2.47M +$818K +24,740 +50%
CCG
277
Cloverfields Capital Group
Minnesota
$2.46M +$2.46M +74,425 New
KACA
278
Kayne Anderson Capital Advisors
California
$2.45M – – –
HA
279
Herold Advisors
New York
$2.43M – – –
SBL
280
Sargent Bickham Lagudis
Colorado
$2.39M +$163K +4,924 +7%
CTA
281
Colonial Trust Advisors
South Carolina
$2.35M +$59.3K +1,794 +3%
MVIP
282
Mar Vista Investment Partners
California
$2.33M -$35.4K -1,072 -1%
SMI
283
Shelter Mutual Insurance
Missouri
$2.3M – – –
THWM
284
Taylor Hoffman Wealth Management
Virginia
$2.28M -$4.79K -145 -0.2%
CGH
285
Crossmark Global Holdings
Texas
$2.27M +$10.2K +310 +0.5%
GWM
286
Guardian Wealth Management
Illinois
$2.26M -$1.69K -51 -0.1%
PIC
287
Portland Investment Counsel
Ontario, Canada
$2.23M -$672K -20,342 -23%
DTL
288
Dynamic Technology Lab
Singapore
$2.2M +$2.2M +66,684 New
BS
289
Boenning & Scattergood
Pennsylvania
$2.2M +$496 +15 +0%
PP
290
Pacifica Partners
Canada
$2.17M -$5.56K -152 -0.3%
WCM Investment Management
291
WCM Investment Management
California
$2.08M +$12.2K +371 +0.6%
FFH
292
Fairfax Financial Holdings
Ontario, Canada
$2.05M – – –
ASN
293
Advisory Services Network
Georgia
$2.02M -$67.1K -2,031 -3%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$1.96M -$785K -23,735 -29%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$1.93M -$72K -2,180 -4%
AIM
296
Allen Investment Management
New York
$1.92M +$12.3K +372 +0.6%
PCM
297
PenderFund Capital Management
British Columbia, Canada
$1.91M -$103K -2,264 -5%
NIM
298
Needham Investment Management
New York
$1.89M – – –
RG
299
Retirement Group
California
$1.89M -$1.08M -32,583 -36%
MGP
300
Metis Global Partners
California
$1.85M -$310K -9,376 -14%
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