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Brookfield
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Overview Fund Activity

617 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-22
Holders Change %
-3.44%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.77%
New
64
Increased
229
Reduced
193
Closed
72
Calls
$49.5M
Puts
$86.3M
Net Calls
-$36.7M
Net Calls Change
-$23.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.18B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$296M
3
Fidelity International
Fidelity International
Bermuda
+$149M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$132M
5
SI
Scharf Investments
California
+$109M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$315M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$228M
4
APG Asset Management
APG Asset Management
Netherlands
-$80.8M
5
Franklin Resources
Franklin Resources
California
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
401
Hikari Power
Japan
$424K +$424K +13,000 New
BFM
402
Boothbay Fund Management
New York
$420K -$1.11M -34,189 -73%
LPT
403
Legacy Private Trust
Wisconsin
$411K -$14.7K -450 -3%
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$410K +$410K +12,586 New
GIBU
405
Gulf International Bank (UK)
United Kingdom
$408K – – –
IP
406
Intellectus Partners
California
$405K +$405K +12,412 New
SIA
407
Schechter Investment Advisors
Michigan
$404K +$9.51K +292 +2%
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$401K – – –
SCM
409
SKBA Capital Management
California
$400K +$74.2K +2,278 +23%
DLA
410
Douglas Lane & Associates
New York
$399K – – –
FTDI
411
First Trust Direct Indexing
Massachusetts
$398K -$63K -1,932 -14%
TGAM
412
TBH Global Asset Management
Tennessee
$397K – – –
FPF
413
First Pacific Financial
Washington
$395K -$28.5K -873 -7%
AF
414
Apexium Financial
Texas
$393K – – –
Two Sigma Advisers
415
Two Sigma Advisers
New York
$391K +$97.8K +3,000 +33%
PPC
416
Park Place Capital
Alabama
$390K +$96.7K +2,966 +33%
BGCP
417
Bristol Gate Capital Partners
Ontario, Canada
$387K -$241K -7,406 -38%
HWM
418
HB Wealth Management
Georgia
$382K +$4.73K +145 +1%
WT
419
Whittier Trust
California
$371K -$65.2K -2,001 -15%
VFA
420
Voya Financial Advisors
Connecticut
$370K +$13.3K +422 +4%
CSIC
421
Clifford Swan Investment Counsel
California
$368K – – –
Pacer Advisors
422
Pacer Advisors
Pennsylvania
$368K +$25K +768 +7%
IWA
423
Intercontinental Wealth Advisors
Texas
$365K +$121K +3,721 +50%
GT
424
Glenview Trust
Kentucky
$355K -$13K -400 -4%
PTC
425
Petrus Trust Company
Texas
$353K +$353K +10,841 New
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17
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