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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 %
BBHC
326
Brown Brothers Harriman & Co
New York
$1.08M -$305K -9,701 -22%
EMCIP
327
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.08M -$255K -8,105 -19%
HTI
328
Hikari Tsushin Inc
Japan
$1.07M +$1.07M +34,053 New
MIM
329
Moseley Investment Management
Florida
$1.06M -$300K -9,545 -22%
AWM
330
Avior Wealth Management
Nebraska
$1.06M +$103K +3,287 +11%
WCM Investment Management
331
WCM Investment Management
California
$1.06M -$932K -29,616 -47%
UIM
332
USS Investment Management
United Kingdom
$1.06M -$250K -7,963 -19%
NIM
333
Nexus Investment Management
Ontario, Canada
$1.01M -$328K -10,430 -25%
SDWMA
334
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M -$247K -7,848 -20%
RCA
335
Riverview Capital Advisers
Massachusetts
$993K -$226K -7,174 -19%
HCP
336
Holt Capital Partners
Texas
$993K +$428K +13,600 +76%
KAS
337
Kestra Advisory Services
Texas
$976K -$226K -7,168 -19%
CS
338
Cannell & Spears
New York
$973K +$191K +6,079 +24%
WKWM
339
Walter & Keenan Wealth Management
Indiana
$959K -$142K -4,506 -13%
EWM
340
Evercore Wealth Management
New York
$955K +$198K +6,295 +26%
STA
341
Summit Trail Advisors
New York
$948K -$225K -7,138 -19%
MAA
342
Mraz Amerine & Associates
California
$947K -$241K -7,657 -20%
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$918K -$188K -5,964 -17%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$915K -$120M -3,831,151 -99%
Prudential Financial
345
Prudential Financial
New Jersey
$901K +$422K +13,439 +88%
MIM
346
Meixler Investment Management
Arizona
$900K +$900K +28,609 New
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$890K -$127K -4,035 -12%
YCM
348
Yousif Capital Management
Michigan
$864K -$205K -6,512 -19%
PCM
349
Parsons Capital Management
Rhode Island
$850K -$201K -6,404 -19%
AA
350
ALPS Advisors
Colorado
$849K -$334K -10,605 -28%
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