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 %
HWM
376
Hemington Wealth Management
Virginia
$656K -$155K -4,948 -19%
QC
377
Quadrature Capital
United Kingdom
$655K +$655K +20,821 New
GC
378
Gilbert & Cook
Iowa
$653K -$94.9K -3,018 -13%
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$647K +$154K +4,891 +31%
ASA
380
Armstrong Shaw Associates
Connecticut
$644K -$153K -4,853 -19%
LCM
381
Lewis Capital Management
California
$627K -$158K -5,011 -20%
BGCP
382
Bristol Gate Capital Partners
Ontario, Canada
$607K -$290K -9,220 -32%
BS
383
Bessemer Securities
New York
$603K -$143K -4,544 -19%
BCI
384
Brinker Capital Investments
Pennsylvania
$602K -$184K -5,838 -23%
SNT
385
SIG North Trading
Pennsylvania
$598K +$598K +19,057 New
BRWA
386
B. Riley Wealth Advisors
Florida
$585K -$122K -3,892 -17%
Asset Management One
387
Asset Management One
Japan
$584K -$139K -4,323 -19%
LIC
388
Laurus Investment Counsel
Canada
$577K +$292K +6,840 +102%
PCP
389
Proficio Capital Partners
Massachusetts
$573K -$136K -4,316 -19%
PFO
390
Pathstone Family Office
New Jersey
$558K -$494K -20,088 -47%
CFB
391
Cullen/Frost Bankers
Texas
$556K -$138K -4,376 -20%
KI
392
Kula Investments
Illinois
$551K +$551K +17,527 New
CT
393
Colonial Trust
South Carolina
$550K -$132K -4,204 -19%
CAN
394
Cetera Advisor Networks
California
$543K -$249K -7,916 -31%
Skandinaviska Enskilda Banken (SEB)
395
Skandinaviska Enskilda Banken (SEB)
Sweden
$530K -$156K -4,946 -23%
GC
396
Giverny Capital
Quebec, Canada
$524K -$124K -3,946 -19%
XT
397
XTX Topco
Cayman Islands
$521K -$82.6K -2,625 -14%
AIM
398
Anchor Investment Management
South Carolina
$519K -$158K -5,017 -23%
CRC
399
Curi RMB Capital
Illinois
$515K -$96.9K -3,080 -16%
DI
400
DFPG Investments
Utah
$503K +$503K +14,530 New
14 15
16
17 18