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Brookfield
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Overview Fund Activity

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$280M
2
Goldman Sachs
Goldman Sachs
New York
+$249M
3
Select Equity Group
Select Equity Group
New York
+$200M
4
TPM
Triasima Portfolio Management
Quebec, Canada
+$85.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$69M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$232M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$157M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$146M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$94.8M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
451
Financial Perspectives
Minnesota
$537K – – –
CSIC
452
Clifford Swan Investment Counsel
California
$535K – – –
SCM
453
SKBA Capital Management
California
$530K – – –
LWAC
454
Laurel Wealth Advisors (California)
California
$529K – – –
KIA
455
Kraematon Investment Advisors
Massachusetts
$528K +$229 +5 +0%
GT
456
Glenview Trust
Kentucky
$526K +$63.9K +1,397 +14%
WCWM
457
Willow Creek Wealth Management
California
$523K – – –
NL
458
NWAM LLC
Washington
$523K +$205K +4,468 +64%
BTW
459
Boston Trust Walden
Massachusetts
$506K +$506K +11,062 New
RAM
460
Rempart Asset Management
Canada
$492K – – –
IAA
461
Independent Advisor Alliance
North Carolina
$489K +$30.8K +672 +7%
VPI
462
Value Partners Investments
Manitoba, Canada
$485K +$59.6K +1,302 +14%
CCG
463
Cypress Capital Group
Florida
$481K +$47.9K +1,048 +11%
FCI
464
Financial Counselors Inc
Kansas
$479K -$9.15K -200 -2%
B
465
Bailard
California
$475K – – –
VPIM
466
Vanguard Personalized Indexing Management
California
$471K +$68.3K +1,493 +17%
PGFC
467
Peapack-Gladstone Financial Corp
New Jersey
$467K -$113K -2,474 -20%
AMCA
468
Arthur M. Cohen & Associates
Illinois
$466K -$54.4K -1,190 -10%
Lido Advisors
469
Lido Advisors
California
$447K -$888K -19,420 -67%
APA
470
American Portfolios Advisors
New York
$447K +$82.5K +1,803 +23%
MCWA
471
Meadow Creek Wealth Advisors
Georgia
$445K -$63.6K -1,392 -13%
GT
472
Greenleaf Trust
Michigan
$445K +$445K +9,733 New
MSFS
473
Main Street Financial Solutions
Pennsylvania
$444K +$3.8K +83 +0.9%
Walleye Capital
474
Walleye Capital
New York
$443K +$443K +9,694 New
CCA
475
Checchi Capital Advisers
California
$441K +$17.6K +384 +4%
17 18
19
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