BN icon

Brookfield
BN

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 %
4WM
451
4J Wealth Management
Virginia
$324K -$128K -4,064 -28%
SFS
452
Sowell Financial Services
Arkansas
$322K +$322K +10,223 New
GPA
453
Garrison Point Advisors
California
$319K -$75.5K -2,400 -19%
BCM
454
Bluefin Capital Management
New York
$316K +$316K +10,050 New
SCM
455
SKBA Capital Management
California
$315K -$57.4K -1,826 -15%
M&T Bank
456
M&T Bank
New York
$310K -$263K -8,348 -46%
ICG
457
InterOcean Capital Group
Tennessee
$310K -$73.4K -2,332 -19%
SWM
458
Segment Wealth Management
Texas
$307K -$72.6K -2,309 -19%
MOS
459
MGO One Seven
Ohio
$304K -$104K -3,315 -26%
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$301K -$156K -4,968 -34%
GCP
461
GSA Capital Partners
United Kingdom
$300K -$91.9K -2,923 -23%
FP
462
Financial Perspectives
Minnesota
$299K -$70.8K -2,250 -19%
SFA
463
Sequoia Financial Advisors
Ohio
$298K +$298K +9,469 New
YWP
464
YorkBridge Wealth Partners
New York
$298K -$79.7K -2,534 -21%
APP
465
Alpha Paradigm Partners
Illinois
$293K +$293K +9,312 New
LWAC
466
Laurel Wealth Advisors (California)
California
$292K -$69.2K -2,199 -19%
DZ Bank
467
DZ Bank
Germany
$286K -$239K -7,606 -46%
EHC
468
Everett Harris & Co
California
$286K +$286K +9,090 New
CSI
469
Cross Staff Investments
New York
$286K -$67.7K -2,153 -19%
KIA
470
Kraematon Investment Advisors
Massachusetts
$284K -$79.1K -2,513 -22%
Two Sigma Advisers
471
Two Sigma Advisers
New York
$283K +$283K +9,000 New
PPC
472
Park Place Capital
Alabama
$283K +$283K +9,004 New
RWM
473
Ritholtz Wealth Management
New York
$282K -$482K -15,335 -63%
PAS
474
Park Avenue Securities
New York
$278K -$45.4K -1,443 -14%
ANTB
475
AMG National Trust Bank
Colorado
$278K -$39.7K -1,262 -13%
17 18
19
20 21