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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$111M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$107M
3
Capital World Investors
Capital World Investors
California
+$104M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$60.9M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$59.2M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$51.7M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
426
R.H. Bluestein & Co
Michigan
$562K -$123K -3,711 -18%
GCM
427
Graham Capital Management
Connecticut
$562K +$562K +17,019 New
JAFL
428
Jay A. Fishman Ltd
Michigan
$560K – – –
LA
429
LVW Advisors
New York
$554K – – –
DZ Bank
430
DZ Bank
Germany
$551K – – –
CA
431
Clearstead Advisors
Ohio
$537K – – –
LPT
432
Legacy Private Trust
Wisconsin
$534K -$69.6K -2,103 -12%
TGAM
433
TBH Global Asset Management
Tennessee
$533K +$533K +16,139 New
AF
434
Apexium Financial
Texas
$532K +$166K +5,037 +46%
VF
435
Virtu Financial
New York
$526K +$302K +9,129 +135%
CIC
436
Crawford Investment Counsel
Georgia
$524K – – –
Cetera Investment Advisers
437
Cetera Investment Advisers
Illinois
$518K -$18.1K -549 -3%
Wolverine Trading
438
Wolverine Trading
Illinois
$516K -$595K -18,066 -54%
AIM
439
Aigen Investment Management
New York
$516K +$516K +15,611 New
AC
440
Avenir Corporation
Virginia
$511K – – –
Prudential Financial
441
Prudential Financial
New Jersey
$505K +$505K +15,214 New
GIBU
442
Gulf International Bank (UK)
United Kingdom
$502K -$38K -1,152 -7%
DLA
443
Douglas Lane & Associates
New York
$501K -$14.3K -433 -3%
FPF
444
First Pacific Financial
Washington
$498K +$34.1K +1,032 +7%
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$481K -$52.4K -1,584 -10%
4WM
446
4J Wealth Management
Virginia
$475K +$33 +1 +0%
IWC
447
Integrated Wealth Concepts
Massachusetts
$464K +$11.2K +338 +2%
RCA
448
Resonant Capital Advisors
Wisconsin
$461K -$62.3K -1,885 -12%
HWM
449
HB Wealth Management
Georgia
$459K +$30.6K +927 +7%
FWP
450
Firethorn Wealth Partners
Georgia
$452K -$20.2K -612 -4%
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