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Brookfield
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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 %
NW
401
NewEdge Wealth
Pennsylvania
$492K -$147K -4,663 -23%
FFA
402
Farther Finance Advisors
California
$483K +$483K +15,357 New
MCM
403
Mitchell Capital Management
Kansas
$481K -$138K -4,398 -22%
CFS
404
CRA Financial Services
New Jersey
$479K -$114K -3,609 -19%
AC
405
Avenir Corporation
Virginia
$472K -$14.6K -463 -3%
AWM
406
AE Wealth Management
Kansas
$467K -$106K -3,367 -18%
RJT
407
Raymond James Trust
Florida
$463K -$95.2K -3,030 -17%
RCC
408
Red Cedar Capital
Nebraska
$460K -$109K -3,888 -19%
MC
409
Moors & Cabot
Massachusetts
$446K -$104K -3,306 -19%
FTDI
410
First Trust Direct Indexing
Massachusetts
$445K -$118K -3,753 -21%
AG
411
AIA Group
Hong Kong
$443K -$333K -10,600 -43%
BCM
412
Basso Capital Management
Connecticut
$433K +$433K +13,750 New
VAS
413
Vestmark Advisory Solutions
Massachusetts
$424K -$132K -4,200 -24%
WT
414
Whittier Trust
California
$421K -$220K -7,008 -34%
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$420K -$4.61M -108,333 -92%
LPT
416
Legacy Private Trust
Wisconsin
$411K -$97.3K -3,093 -19%
FPF
417
First Pacific Financial
Washington
$408K -$65.6K -2,084 -14%
CIC
418
Crawford Investment Counsel
Georgia
$403K -$95.6K -3,040 -19%
LSWM
419
Lorne Steinberg Wealth Management
Canada
$397K +$397K +12,643 New
GIBU
420
Gulf International Bank (UK)
United Kingdom
$394K -$83.7K -2,663 -18%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$387K +$387K +12,305 New
DLA
422
Douglas Lane & Associates
New York
$385K -$91.3K -2,903 -19%
VPI
423
Value Partners Investments
Manitoba, Canada
$385K +$7.48K +238 +2%
RCA
424
Resonant Capital Advisors
Wisconsin
$385K -$54.2K -1,723 -12%
TGAM
425
TBH Global Asset Management
Tennessee
$383K -$124K -3,949 -24%
15 16
17
18 19