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Brookfield
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Overview Fund Activity

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.83B
3
Principal Financial Group
Principal Financial Group
Iowa
$1.97B
4
Capital World Investors
Capital World Investors
California
$802M
5
Goldman Sachs
Goldman Sachs
New York
$291M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$717M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$794M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$13.9M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$526M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$1.11M +$15.5K +462 +1%
MIM
302
Meixler Investment Management
Arizona
$1.1M -$10.4K -310 -0.9%
CS
303
Cannell & Spears
New York
$1.08M – – –
NIM
304
Nexus Investment Management
Ontario, Canada
$1.08M – – –
SDWMA
305
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M – – –
RCA
306
Riverview Capital Advisers
Massachusetts
$1.06M +$34 +1 +0%
HCM
307
Highlander Capital Management
New Jersey
$1.04M +$59K +1,750 +6%
EWM
308
Evercore Wealth Management
New York
$1.02M – – –
FT
309
Fiduciary Trust
Massachusetts
$1.02M +$133K +3,951 +15%
Cerity Partners
310
Cerity Partners
New York
$1.02M +$294K +8,751 +41%
IHL
311
Investment House LLC
California
$1.02M +$1.02M +30,200 New
HCP
312
Holt Capital Partners
Texas
$1.02M -$1.58K -47 -0.2%
STA
313
Summit Trail Advisors
New York
$1.01M -$50.1K -1,489 -5%
CS
314
Candriam SCA
Luxembourg
$1.01M -$74.8K -2,220 -7%
EHC
315
Everett Harris & Co
California
$981K +$675K +20,065 +221%
PWG
316
Portside Wealth Group
Utah
$971K +$971K +28,854 New
LOAMS
317
Lombard Odier Asset Management (Switzerland)
Switzerland
$957K +$396K +6,686 +71%
KAS
318
Kestra Advisory Services
Texas
$929K -$45.6K -1,356 -5%
KeyBank National Association
319
KeyBank National Association
Ohio
$929K +$131K +3,889 +16%
Acadian Asset Management
320
Acadian Asset Management
Massachusetts
$916K +$776K +23,079 +552%
GC
321
Gilbert & Cook
Iowa
$913K +$130K +3,856 +17%
PCM
322
Parsons Capital Management
Rhode Island
$906K – – –
Citadel Advisors
323
Citadel Advisors
Florida
$902K -$27.5M -818,644 -97%
YCM
324
Yousif Capital Management
Michigan
$898K +$4.04K +120 +0.5%
WCM Investment Management
325
WCM Investment Management
California
$895K -$673 -20 -0.1%
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