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Brookfield
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Overview Fund Activity

639 hedge funds and large institutions have $29.6B invested in Brookfield in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 65 increasing their positions, 492 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-47
Holders Change %
-6.85%
% of All Funds
10.31%
Holding in Top 10
44
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-39.73%
% of All Funds
0.71%
New
81
Increased
65
Reduced
492
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$68.8M
2
JFG
Jefferies Financial Group
New York
+$58.1M
3
TPM
Triasima Portfolio Management
Quebec, Canada
+$37.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$30.5M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
+$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58B
2
BC
Brookfield Corp
Ontario, Canada
-$923M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$665M
4
Fidelity International
Fidelity International
Bermuda
-$617M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
276
Alpha Omega Wealth Management
Virginia
$2.24M -$540K -17,158 -19%
KACA
277
Kayne Anderson Capital Advisors
California
$2.22M -$72.5K -2,346 -3%
SCM
278
SOL Capital Management
Maryland
$2.21M -$158K -5,010 -7%
V
279
Veritable
Delaware
$2.18M -$479K -15,231 -18%
OAM
280
Oppenheimer Asset Management
New York
$2.11M -$561K -17,831 -21%
RC
281
Roundview Capital
New Jersey
$2.04M -$503K -15,992 -20%
PCM
282
PenderFund Capital Management
British Columbia, Canada
$2.01M +$230K +5,403 +13%
Luther King Capital Management (LKCM)
283
Luther King Capital Management (LKCM)
Texas
$1.95M -$477K -15,166 -20%
CP
284
Cumberland Partners
Ontario, Canada
$1.93M -$34.6M -1,100,436 -95%
MVIP
285
Mar Vista Investment Partners
California
$1.93M -$288K -9,163 -13%
MWM
286
Mascoma Wealth Management
New Hampshire
$1.9M -$450K -14,291 -19%
HI
287
Hendershot Investments
Virginia
$1.89M -$489K -15,537 -21%
HA
288
Herold Advisors
New York
$1.86M -$443K -14,109 -19%
CTA
289
Colonial Trust Advisors
South Carolina
$1.85M -$384K -12,217 -17%
CCG
290
Cloverfields Capital Group
Minnesota
$1.84M -$503K -15,976 -21%
DTL
291
Dynamic Technology Lab
Singapore
$1.81M -$293K -9,316 -14%
ECA
292
Endeavour Capital Advisors
Connecticut
$1.8M -$3.09M -98,093 -63%
SMI
293
Shelter Mutual Insurance
Missouri
$1.76M -$418K -13,303 -19%
PIC
294
Portland Investment Counsel
Ontario, Canada
$1.71M -$406K -12,902 -19%
QT
295
Quantbot Technologies
New York
$1.7M +$1.7M +53,970 New
CCIA
296
Campbell & Co Investment Adviser
Maryland
$1.67M +$337K +10,707 +25%
GWM
297
Guardian Wealth Management
Illinois
$1.66M -$499K -15,859 -23%
ASN
298
Advisory Services Network
Georgia
$1.65M -$272K -8,647 -14%
THWM
299
Taylor Hoffman Wealth Management
Virginia
$1.63M -$539K -17,129 -25%
CP
300
CenterBook Partners
Connecticut
$1.59M +$1.59M +50,479 New
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