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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 %
SIA
426
Schechter Investment Advisors
Michigan
$381K -$292K -9,275 -43%
AF
427
Apexium Financial
Texas
$379K -$127K -4,052 -25%
BPC
428
Banque Pictet & Cie
Switzerland
$377K +$377K +12,000 New
JSC
429
Jackson Square Capital
California
$375K -$264K -8,392 -41%
LCS
430
Levin Capital Strategies
New York
$367K -$35.8K -1,138 -9%
BPA
431
Beacon Pointe Advisors
California
$367K +$166K +5,271 +83%
HWM
432
HB Wealth Management
Georgia
$365K -$72.7K -2,311 -17%
HBCM
433
Heron Bay Capital Management
Michigan
$364K -$1.17M -37,153 -76%
VFA
434
Voya Financial Advisors
Connecticut
$361K +$87.6K +2,734 +32%
CSIC
435
Clifford Swan Investment Counsel
California
$355K -$250K -7,945 -41%
GT
436
Glenview Trust
Kentucky
$355K -$6.1K -194 -2%
VPIM
437
Vanguard Personalized Indexing Management
California
$354K -$255K -8,104 -42%
WTC
438
WhitTier Trust Company
Nevada
$351K -$69.2K -2,199 -16%
IWC
439
Integrated Wealth Concepts
Massachusetts
$350K -$91.4K -2,908 -21%
Fisher Asset Management
440
Fisher Asset Management
Washington
$349K -$23.7K -754 -6%
FWP
441
Firethorn Wealth Partners
Georgia
$346K -$84.7K -2,693 -20%
KPWS
442
Kestra Private Wealth Services
Texas
$343K +$343K +10,909 New
MML Investors Services
443
MML Investors Services
Massachusetts
$341K -$56.7K -1,800 -14%
MPM
444
Meritage Portfolio Management
Kansas
$338K -$80.1K -2,549 -19%
WAM
445
Wolverine Asset Management
Illinois
$336K -$79.8K -2,535 -19%
Pacer Advisors
446
Pacer Advisors
Pennsylvania
$331K +$331K +10,510 New
NCM
447
Next Capital Management
New York
$330K -$78.2K -2,489 -19%
MWM
448
Mattern Wealth Management
Kansas
$330K -$78.2K -2,485 -19%
WWC
449
Waypoint Wealth Counsel
Georgia
$330K +$330K +10,482 New
LIM
450
Lagoda Investment Management
New York
$325K -$378K -12,031 -54%
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