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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 %
DWM
301
Dorchester Wealth Management
Quebec, Canada
$2.29M -$7.45K -163 -0.3%
MWM
302
Mascoma Wealth Management
New Hampshire
$2.28M +$2.26M +49,480 +13,337%
CIP
303
Capital Insight Partners
Arizona
$2.25M +$127K +2,785 +6%
WHC
304
Wulff, Hansen & Co
California
$2.22M -$493K -10,783 -18%
HBCM
305
Heron Bay Capital Management
Michigan
$2.22M +$51.1K +1,117 +2%
PM
306
Phraction Management
Connecticut
$2.17M -$184K -4,020 -8%
American Century Companies
307
American Century Companies
Missouri
$2.16M +$15.1K +331 +0.7%
US Bancorp
308
US Bancorp
Minnesota
$2.15M -$70.9K -1,551 -3%
CSS
309
Cubist Systematic Strategies
Connecticut
$2.13M +$553K +12,087 +35%
NIM
310
Nexus Investment Management
Ontario, Canada
$2.11M -$178K -3,892 -8%
AA
311
Ancora Advisors
Ohio
$2.07M -$66.1K -1,444 -3%
BFS
312
Bradley Foster & Sargent
Connecticut
$2.06M +$915 +20 +0%
CBB
313
Citizens Business Bank
California
$2.01M +$283K +6,185 +16%
TF
314
TIAA FSB
Florida
$1.99M -$2.79K -61 -0.1%
KeyBank National Association
315
KeyBank National Association
Ohio
$1.97M -$94.9K -2,075 -5%
JHCP
316
Jackson Hole Capital Partners
Oklahoma
$1.91M +$136K +2,981 +8%
AI
317
Atria Investments
North Carolina
$1.89M -$249K -5,445 -12%
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.83M -$1.14K -25 -0.1%
HCP
319
Holt Capital Partners
Texas
$1.77M – – –
WKWM
320
Walter & Keenan Wealth Management
Indiana
$1.75M -$212K -4,639 -11%
MAA
321
Mraz Amerine & Associates
California
$1.73M -$60.2K -1,316 -3%
RFC
322
Regions Financial Corp
Alabama
$1.69M -$1.24K -27 -0.1%
LOAMS
323
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.66M +$1.36M +29,683 +449%
CS
324
Candriam SCA
Luxembourg
$1.6M -$148K -3,242 -9%
BPA
325
Beacon Pointe Advisors
California
$1.59M +$1.29M +28,136 +422%
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