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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 %
WT
376
Whittier Trust
California
$560K +$204K +6,516 +57%
TA
377
Tectonic Advisors
Texas
$558K +$558K +17,831 New
BGCP
378
Bristol Gate Capital Partners
Ontario, Canada
$557K +$92.6K +2,948 +20%
VPI
379
Value Partners Investments
Manitoba, Canada
$554K +$107K +3,414 +24%
AWM
380
AE Wealth Management
Kansas
$550K +$50.1K +1,603 +10%
API
381
Advisor Partners II
California
$546K -$14.4K -460 -3%
AUB
382
Atlantic Union Bankshares
Virginia
$540K -$43.3K -1,384 -7%
SCA
383
Snowden Capital Advisors
New York
$538K -$191K -6,095 -26%
CS
384
Candriam SCA
Luxembourg
$533K -$404K -12,865 -43%
IP
385
Intellectus Partners
California
$533K +$57.1K +1,827 +12%
SNT
386
SIG North Trading
Pennsylvania
$530K -$192K -6,150 -27%
CRC
387
Curi RMB Capital
Illinois
$511K -$10.9K -350 -2%
Cerity Partners
388
Cerity Partners
New York
$511K -$434K -13,879 -46%
NW
389
NewEdge Wealth
Pennsylvania
$507K – – –
LOAMS
390
Lombard Odier Asset Management (Switzerland)
Switzerland
$505K – – –
SIA
391
Schechter Investment Advisors
Michigan
$502K +$113K +3,601 +29%
FPF
392
First Pacific Financial
Washington
$496K -$4.57K -146 -0.9%
RFC
393
Regions Financial Corp
Alabama
$495K -$137K -4,392 -22%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$485K +$48.4K +1,548 +11%
FHB
395
First Hawaiian Bank
Hawaii
$483K -$1.35K -43 -0.3%
HF
396
HRT Financial
New York
$477K +$477K +15,280 New
Verition Fund Management
397
Verition Fund Management
Connecticut
$471K – – –
AC
398
Avenir Corporation
Virginia
$469K – – –
VWM
399
Venturi Wealth Management
Texas
$469K +$438K +14,000 +1,400%
FLC
400
Fifth Lane Capital
Texas
$469K +$469K +15,000 New
14 15
16
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