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Brookfield
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Overview Fund Activity

617 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-22
Holders Change %
-3.44%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.77%
New
64
Increased
229
Reduced
193
Closed
72
Calls
$49.5M
Puts
$86.3M
Net Calls
-$36.7M
Net Calls Change
-$23.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.18B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$296M
3
Fidelity International
Fidelity International
Bermuda
+$149M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$132M
5
SI
Scharf Investments
California
+$109M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$315M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$228M
4
APG Asset Management
APG Asset Management
Netherlands
-$80.8M
5
Franklin Resources
Franklin Resources
California
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Hendershot Investments
Virginia
$1.7M -$257K -7,889 -13%
THWM
277
Taylor Hoffman Wealth Management
Virginia
$1.69M -$3.42K -105 -0.2%
CIP
278
Capital Insight Partners
Arizona
$1.63M +$208K +6,372 +15%
FFH
279
Fairfax Financial Holdings
Ontario, Canada
$1.63M – – –
Man Group
280
Man Group
United Kingdom
$1.61M -$2.66M -84,687 Closed
WHC
281
Wulff, Hansen & Co
California
$1.6M – – –
American Century Companies
282
American Century Companies
Missouri
$1.57M +$80.8K +2,553 +5%
SCC
283
Steel Canyon Capital
Arizona
$1.57M -$2.35M -72,007 -60%
Baird Financial Group
284
Baird Financial Group
Wisconsin
$1.56M +$295K +9,061 +23%
MOS
285
MGO One Seven
Ohio
$1.53M +$1.22M +37,294 +387%
AIM
286
Allen Investment Management
New York
$1.52M -$1.63K -50 -0.1%
NIM
287
Needham Investment Management
New York
$1.51M – – –
Marshall Wace
288
Marshall Wace
United Kingdom
$1.46M -$16.4M -502,453 -92%
PCM
289
PenderFund Capital Management
British Columbia, Canada
$1.46M -$626K -14,210 -30%
AA
290
Ancora Advisors
Ohio
$1.44M +$35.7K +1,095 +3%
JHCP
291
Jackson Hole Capital Partners
Oklahoma
$1.41M -$9.22K -283 -0.7%
GI
292
GAMCO Investors
Connecticut
$1.4M -$12.5K -385 -0.9%
CCP
293
Carmel Capital Partners
California
$1.4M +$684 +21 +0%
US Bancorp
294
US Bancorp
Minnesota
$1.4M +$34.2K +1,050 +3%
Assenagon Asset Management
295
Assenagon Asset Management
Luxembourg
$1.37M -$15.7K -482 -1%
GP
296
Greenline Partners
New York
$1.37M +$1.37M +41,838 New
CGH
297
Crossmark Global Holdings
Texas
$1.34M -$1.47M -44,979 -52%
USAA
298
United Services Automobile Association
Texas
$1.33M +$1.33M +40,916 New
FHB
299
First Hawaiian Bank
Hawaii
$1.31M +$1.31M +40,060 New
GCM
300
Graham Capital Management
Connecticut
$1.3M -$2.06M -63,258 -61%
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