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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$111M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$107M
3
Capital World Investors
Capital World Investors
California
+$104M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$60.9M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$59.2M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$51.7M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
351
Powell Investment Advisors
Florida
$1.07M – – –
FHB
352
First Hawaiian Bank
Hawaii
$1.05M -$31.5K -952 -3%
MCM
353
McKinley Capital Management
Alaska
$1.04M -$1.89K -57 -0.2%
CCP
354
Carmel Capital Partners
California
$1.04M +$53.4K +1,615 +5%
S
355
SimplyRich
California
$1.01M – – –
FT
356
Fiduciary Trust
Massachusetts
$1.01M +$7.17K +217 +0.7%
FIM
357
Freedom Investment Management
Connecticut
$1.01M -$208K -6,304 -17%
GP
358
Greenline Partners
New York
$1.01M +$78.9K +2,385 +9%
AWM
359
Avior Wealth Management
Nebraska
$1M – – –
PGAM
360
Princeton Global Asset Management
New Jersey
$1M – – –
CT
361
Clearstead Trust
Maine
$978K – – –
SCA
362
Snowden Capital Advisors
New York
$966K +$61.7K +1,868 +7%
BGCP
363
Bristol Gate Capital Partners
Ontario, Canada
$951K – – –
API
364
Advisor Partners II
California
$940K +$940K +28,434 New
HFS
365
Hantz Financial Services
Michigan
$935K +$94.2K +2,851 +11%
SC
366
Searle & Co
Connecticut
$920K – – –
HLOC
367
H.L. Ormond & Company
North Carolina
$896K +$31.6K +957 +4%
BCA
368
Bray Capital Advisors
Florida
$892K – – –
HIMC
369
Heritage Investors Management Corp
Maryland
$884K +$9.06K +274 +1%
PM
370
Phraction Management
Connecticut
$862K -$421K -12,750 -33%
EF
371
Empowered Funds
Pennsylvania
$857K -$8.43K -255 -1%
HWM
372
Hemington Wealth Management
Virginia
$854K – – –
ASA
373
Armstrong Shaw Associates
Connecticut
$837K – – –
CAN
374
Cetera Advisor Networks
California
$833K -$31.4K -949 -4%
BCI
375
Brinker Capital Investments
Pennsylvania
$826K -$2.65K -80 -0.3%
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