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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 %
WTC
426
WhitTier Trust Company
Nevada
$352K -$11.8K -361 -3%
MPM
427
Meritage Portfolio Management
Kansas
$350K – – –
WAM
428
Wolverine Asset Management
Illinois
$349K – – –
NCM
429
Next Capital Management
New York
$342K – – –
MWM
430
Mattern Wealth Management
Kansas
$342K – – –
4WM
431
4J Wealth Management
Virginia
$336K +$815 +25 +0.2%
GPA
432
Garrison Point Advisors
California
$330K – – –
DWT
433
Dorsey & Whitney Trust
South Dakota
$329K +$329K +10,090 New
M&T Bank
434
M&T Bank
New York
$327K +$6.42K +197 +2%
ICG
435
InterOcean Capital Group
Tennessee
$321K – – –
SWM
436
Segment Wealth Management
Texas
$318K – – –
SFA
437
Sequoia Financial Advisors
Ohio
$315K +$6K +184 +2%
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
$314K +$1.79K +55 +0.6%
FP
439
Financial Perspectives
Minnesota
$309K – – –
FW
440
FirstPurpose Wealth
Utah
$303K +$16.7K +513 +6%
CPW
441
Crestmont Private Wealth
Texas
$302K +$43.2K +1,325 +17%
Fisher Asset Management
442
Fisher Asset Management
Washington
$299K -$62.9K -1,931 -17%
N
443
Natixis
France
$297K +$297K +9,140 New
EHC
444
Everett Harris & Co
California
$296K – – –
CSI
445
Cross Staff Investments
New York
$296K – – –
KIA
446
Kraematon Investment Advisors
Massachusetts
$294K – – –
WWC
447
Waypoint Wealth Counsel
Georgia
$294K -$47.3K -1,452 -14%
DZ Bank
448
DZ Bank
Germany
$287K -$8.11K -250 -3%
CW
449
CreativeOne Wealth
Kansas
$286K +$286K +8,785 New
GWMIA
450
Global Wealth Management Investment Advisory
Florida
$280K +$34.1K +1,047 +14%
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