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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 %
LCM
376
Lewis Capital Management
California
$825K – – –
CS
377
Cannell & Spears
New York
$821K -$51.1K -1,546 -6%
AG
378
AIA Group
Hong Kong
$816K +$230K +6,957 +39%
Twin Tree Management
379
Twin Tree Management
Texas
$815K -$11.7M -355,149 -94%
RWM
380
Ritholtz Wealth Management
New York
$803K +$347K +10,495 +76%
SJIA
381
St. James Investment Advisors
New York
$800K -$61.8K -1,871 -7%
BCM
382
Bayesian Capital Management
New York
$799K -$204K -6,185 -20%
EWM
383
Evercore Wealth Management
New York
$796K – – –
BS
384
Bessemer Securities
New York
$784K -$70.5K -2,134 -8%
CW
385
CreativeOne Wealth
Kansas
$760K +$2.15K +65 +0.3%
GC
386
Gilbert & Cook
Iowa
$746K +$85.1K +2,712 +13%
Asset Management One
387
Asset Management One
Japan
$745K – – –
PCP
388
Proficio Capital Partners
Massachusetts
$745K – – –
BRWA
389
B. Riley Wealth Advisors
Florida
$744K +$540K +16,317 +264%
LIM
390
Lagoda Investment Management
New York
$739K +$98K +2,962 +15%
CFB
391
Cullen/Frost Bankers
Texas
$729K – – –
N
392
Natixis
France
$729K +$335K +9,944 +85%
Skandinaviska Enskilda Banken (SEB)
393
Skandinaviska Enskilda Banken (SEB)
Sweden
$720K -$65.5K -1,982 -8%
CT
394
Colonial Trust
South Carolina
$717K +$717K +21,682 New
AIM
395
Anchor Investment Management
South Carolina
$711K -$20.4K -618 -3%
SIA
396
Schechter Investment Advisors
Michigan
$706K +$25K +756 +4%
SEC
397
Seven Eight Capital
New York
$697K +$697K +21,074 New
Verition Fund Management
398
Verition Fund Management
Connecticut
$694K +$502K +15,174 +261%
GC
399
Giverny Capital
Quebec, Canada
$681K -$13.9K -419 -2%
WI
400
Wintrust Investments
Illinois
$679K -$16.4K -495 -2%
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