BN icon

Brookfield
BN

Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$162M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$104M
3
NHAS
Novo Holdings A/S
Denmark
+$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$4.18B
2
Fidelity International
Fidelity International
Bermuda
-$178M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$101M
4
Goldman Sachs
Goldman Sachs
New York
-$88.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
426
Meritage Portfolio Management
Kansas
$336K – – –
ICG
427
InterOcean Capital Group
Tennessee
$332K – – –
TSS
428
Two Sigma Securities
New York
$331K +$331K +10,579 New
Wolverine Trading
429
Wolverine Trading
Illinois
$329K +$329K +10,525 New
NCM
430
Next Capital Management
New York
$328K – – –
CPW
431
Crestmont Private Wealth
Texas
$328K -$85.9K -2,748 -21%
MWM
432
Mattern Wealth Management
Kansas
$328K – – –
IA
433
IFP Advisors
Florida
$326K -$33.2K -1,062 -9%
Fisher Asset Management
434
Fisher Asset Management
Washington
$324K +$29.8K +953 +10%
GPA
435
Garrison Point Advisors
California
$317K – – –
WAM
436
Wolverine Asset Management
Illinois
$316K -$18.8K -600 -6%
GIBU
437
Gulf International Bank (UK)
United Kingdom
$314K -$78.2K -2,500 -20%
SWM
438
Segment Wealth Management
Texas
$313K +$7.82K +250 +3%
DWT
439
Dorsey & Whitney Trust
South Dakota
$312K – – –
LPT
440
Legacy Private Trust
Wisconsin
$309K – – –
FW
441
FirstPurpose Wealth
Utah
$309K +$9.48K +303 +3%
PM
442
Pembroke Management
Quebec, Canada
$307K – – –
IAA
443
Independent Advisor Alliance
North Carolina
$304K +$23.7K +757 +8%
MML Investors Services
444
MML Investors Services
Massachusetts
$303K +$7.47K +239 +3%
M&T Bank
445
M&T Bank
New York
$302K -$7.14K -228 -2%
4WM
446
4J Wealth Management
Virginia
$298K -$3.97K -127 -1%
GT
447
Glenview Trust
Kentucky
$297K – – –
FP
448
Financial Perspectives
Minnesota
$297K – – –
SC
449
Syon Capital
California
$296K +$296K +9,469 New
EAM
450
Eschler Asset Management
United Kingdom
$291K +$291K +9,321 New
16 17
18
19 20