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Brookfield
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Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$162M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$104M
3
NHAS
Novo Holdings A/S
Denmark
+$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$4.18B
2
Fidelity International
Fidelity International
Bermuda
-$178M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$101M
4
Goldman Sachs
Goldman Sachs
New York
-$88.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDP
301
Financiere des Professionnels
Quebec, Canada
$1.23M +$1.23M +39,362 New
HFS
302
Hantz Financial Services
Michigan
$1.22M +$116K +3,700 +10%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$1.21M -$41.6K -1,331 -3%
GW
304
GW & Wade
Massachusetts
$1.19M -$163K -5,205 -12%
HIM
305
Hillsdale Investment Management
Ontario, Canada
$1.18M – – –
BBHC
306
Brown Brothers Harriman & Co
New York
$1.17M +$107K +3,437 +10%
OC
307
Oppenheimer & Co
New York
$1.17M -$1.5M -48,037 -56%
AWM
308
Avior Wealth Management
Nebraska
$1.17M – – –
LA
309
LBP AM
France
$1.11M +$1.11M +35,447 New
TIM
310
Tevis Investment Management
Texas
$1.11M +$1.11M +35,565 New
DWM
311
Dorchester Wealth Management
Quebec, Canada
$1.1M +$471 +15 +0%
CSS
312
Cubist Systematic Strategies
Connecticut
$1.06M – – –
MIM
313
Moseley Investment Management
Florida
$1.06M – – –
Lido Advisors
314
Lido Advisors
California
$1.05M +$814K +26,036 +341%
UIM
315
USS Investment Management
United Kingdom
$1.05M – – –
GC
316
Gilbert & Cook
Iowa
$1.05M +$204K +6,514 +24%
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$1.04M +$2.41K +77 +0.2%
MIM
318
Manitou Investment Management
Ontario, Canada
$1.01M -$59.2K -1,892 -6%
NIM
319
Nexus Investment Management
Ontario, Canada
$1.01M – – –
CS
320
Cannell & Spears
New York
$1.01M – – –
SDWMA
321
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M – – –
FT
322
Fiduciary Trust
Massachusetts
$999K +$54.1K +1,729 +6%
AWS
323
Atria Wealth Solutions
New York
$989K +$989K +31,537 New
RCA
324
Riverview Capital Advisers
Massachusetts
$982K +$31 +1 +0%
PWG
325
Portside Wealth Group
Utah
$971K +$67.6K +2,159 +7%
11 12
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