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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 %
MIM
326
Meixler Investment Management
Arizona
$960K -$62.1K -1,987 -6%
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$958K +$958K +30,586 New
EWM
328
Evercore Wealth Management
New York
$950K – – –
HCP
329
Holt Capital Partners
Texas
$944K – – –
STA
330
Summit Trail Advisors
New York
$942K – – –
KeyBank National Association
331
KeyBank National Association
Ohio
$928K +$65.4K +2,090 +8%
EHC
332
Everett Harris & Co
California
$912K – – –
CFM
333
Coronation Fund Managers
South Africa
$885K +$885K +28,297 New
BFG
334
Beacon Financial Group
Texas
$863K +$863K +25,301 New
QC
335
Quadrature Capital
United Kingdom
$863K +$211K +6,739 +32%
KAS
336
Kestra Advisory Services
Texas
$861K -$2.44K -78 -0.3%
CIA
337
Compass Ion Advisors
Pennsylvania
$849K +$849K +25,758 New
YCM
338
Yousif Capital Management
Michigan
$848K +$13.1K +420 +2%
PCM
339
Parsons Capital Management
Rhode Island
$841K – – –
MCM
340
McKinley Capital Management
Alaska
$815K +$12.8K +410 +2%
PIA
341
Powell Investment Advisors
Florida
$814K – – –
CG
342
Cynosure Group
Utah
$810K -$20.5K -657 -2%
TIAA Trust, National Association
343
TIAA Trust, National Association
North Carolina
$787K +$787K +25,165 New
SCC
344
Steel Canyon Capital
Arizona
$782K +$156K +4,995 +25%
PWA
345
Provenance Wealth Advisors
Florida
$782K +$782K +25,009 New
FIA
346
Foundations Investment Advisors
Arizona
$780K +$780K +24,945 New
PGAM
347
Princeton Global Asset Management
New Jersey
$769K – – –
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$751K +$42.4K +1,353 +6%
Simplex Trading
349
Simplex Trading
Illinois
$749K +$749K +23,955 New
JF
350
Jump Financial
Illinois
$746K +$392K +12,544 +111%
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