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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 %
WTC
451
WhitTier Trust Company
Nevada
$442K -$17.5K -529 -4%
MPM
452
Meritage Portfolio Management
Kansas
$440K – – –
WAM
453
Wolverine Asset Management
Illinois
$437K – – –
NCM
454
Next Capital Management
New York
$429K – – –
MWM
455
Mattern Wealth Management
Kansas
$429K – – –
LCS
456
Levin Capital Strategies
New York
$423K +$164K +4,948 +63%
MML Investors Services
457
MML Investors Services
Massachusetts
$418K +$66.9K +2,022 +19%
GPA
458
Garrison Point Advisors
California
$414K – – –
GCP
459
GSA Capital Partners
United Kingdom
$412K +$412K +12,463 New
ICG
460
InterOcean Capital Group
Tennessee
$402K – – –
VPI
461
Value Partners Investments
Manitoba, Canada
$400K +$36.9K +1,109 +10%
SWM
462
Segment Wealth Management
Texas
$398K – – –
YWP
463
YorkBridge Wealth Partners
New York
$396K – – –
Fisher Asset Management
464
Fisher Asset Management
Washington
$392K -$63.9K -1,931 -14%
SCM
465
SKBA Capital Management
California
$391K -$36.9K -1,118 -9%
FP
466
Financial Perspectives
Minnesota
$388K – – –
KIA
467
Kraematon Investment Advisors
Massachusetts
$382K +$265 +8 +0.1%
LWAC
468
Laurel Wealth Advisors (California)
California
$379K -$2.67K -81 -0.7%
GT
469
Glenview Trust
Kentucky
$379K – – –
AMCA
470
Arthur M. Cohen & Associates
Illinois
$378K +$41.3K +1,252 +12%
FFN
471
Focus Financial Network
Minnesota
$377K -$23.4K -708 -6%
CSI
472
Cross Staff Investments
New York
$371K -$16.2K -491 -4%
RAM
473
Rempart Asset Management
Canada
$360K -$21.5K -649 -6%
FCI
474
Financial Counselors Inc
Kansas
$346K – – –
WANY
475
Wealthspire Advisors (New York)
New York
$346K +$13.7K +414 +4%
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