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Brookfield
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Overview Fund Activity

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$280M
2
Goldman Sachs
Goldman Sachs
New York
+$249M
3
Select Equity Group
Select Equity Group
New York
+$200M
4
TPM
Triasima Portfolio Management
Quebec, Canada
+$85.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$69M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$232M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$157M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$146M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$94.8M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Clearstead Advisors
Ohio
$768K +$30.1K +659 +4%
Cetera Investment Advisers
402
Cetera Investment Advisers
Illinois
$764K -$14.6K -320 -2%
LA
403
LVW Advisors
New York
$760K -$28.5K -624 -4%
LIM
404
Lagoda Investment Management
New York
$758K +$45.3K +990 +6%
GIBU
405
Gulf International Bank (UK)
United Kingdom
$747K – – –
RJT
406
Raymond James Trust
Florida
$734K +$7.83K +171 +1%
GWM
407
Geneos Wealth Management
Colorado
$732K -$914 -20 -0.1%
IFWM
408
Institute for Wealth Management
Colorado
$731K +$731K +15,976 New
EWM
409
Empirical Wealth Management
Washington
$729K – – –
CIC
410
Crawford Investment Counsel
Georgia
$726K – – –
Barclays
411
Barclays
United Kingdom
$722K -$5.2M -113,856 -88%
DLA
412
Douglas Lane & Associates
New York
$713K -$9.56K -209 -1%
AC
413
Avenir Corporation
Virginia
$707K – – –
AIM
414
Aigen Investment Management
New York
$700K -$566K -12,380 -45%
AG
415
AIA Group
Hong Kong
$699K +$434K +9,491 +164%
ACP
416
Arcus Capital Partners
Georgia
$687K -$1.05K -23 -0.2%
RCA
417
Resonant Capital Advisors
Wisconsin
$686K -$8.27K -179 -1%
MC
418
Moors & Cabot
Massachusetts
$676K -$43.6K -953 -6%
Capital Fund Management (CFM)
419
Capital Fund Management (CFM)
France
$662K +$662K +14,465 New
FWP
420
Firethorn Wealth Partners
Georgia
$658K -$6.68K -146 -1%
CAM
421
Claret Asset Management
Quebec, Canada
$658K +$21.9K +480 +3%
Cerity Partners
422
Cerity Partners
New York
$655K +$240K +5,259 +58%
CFB
423
Cullen/Frost Bankers
Texas
$652K -$137 -3 -0%
KPCM
424
Kings Point Capital Management
New York
$652K +$3.48K +76 +0.5%
M&T Bank
425
M&T Bank
New York
$639K -$182K -3,969 -22%
15 16
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