BN icon

Brookfield
BN

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 %
CS
351
Candriam SCA
Luxembourg
$848K -$227K -7,221 -21%
QCM
352
Qsemble Capital Management
New York
$840K +$840K +26,700 New
FT
353
Fiduciary Trust
Massachusetts
$835K -$128K -4,079 -13%
GT
354
Glenmede Trust
Pennsylvania
$834K -$189K -6,002 -18%
PIA
355
Powell Investment Advisors
Florida
$819K -$194K -6,172 -19%
MCM
356
McKinley Capital Management
Alaska
$815K -$175K -5,563 -18%
TF
357
TIAA FSB
Florida
$799K -$278K -8,850 -26%
JCM
358
Jag Capital Management
Missouri
$796K -$285K -9,063 -26%
SJIA
359
St. James Investment Advisors
New York
$789K +$27.3K +867 +4%
LP
360
LMR Partners
United Kingdom
$786K +$786K +25,000 New
SCA
361
Snowden Capital Advisors
New York
$775K -$144K -4,574 -16%
PGAM
362
Princeton Global Asset Management
New Jersey
$774K -$179K -5,701 -19%
CT
363
Clearstead Trust
Maine
$752K -$178K -5,668 -19%
HFS
364
Hantz Financial Services
Michigan
$751K -$140K -4,434 -16%
Barclays
365
Barclays
United Kingdom
$748K -$2.17M -68,885 -74%
S
366
SimplyRich
California
$741K -$222K -7,057 -23%
LAM
367
Lakewood Asset Management
Illinois
$732K +$732K +23,260 New
KeyBank National Association
368
KeyBank National Association
Ohio
$726K -$334K -10,623 -32%
SC
369
Searle & Co
Connecticut
$707K -$168K -5,333 -19%
Cerity Partners
370
Cerity Partners
New York
$695K +$61.1K +1,943 +10%
API
371
Advisor Partners II
California
$687K -$208K -6,602 -23%
BCA
372
Bray Capital Advisors
Florida
$686K -$163K -5,168 -19%
VAG
373
VisionPoint Advisory Group
Texas
$684K +$684K +18,625 New
HIMC
374
Heritage Investors Management Corp
Maryland
$672K -$169K -5,382 -20%
Lido Advisors
375
Lido Advisors
California
$662K +$92.9K +2,954 +16%
13 14
15
16 17