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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 %
B
451
Bailard
California
$274K – – –
IWM
452
IHT Wealth Management
Illinois
$273K +$66K +2,026 +32%
FA
453
Fortis Advisors
Pennsylvania
$269K – – –
AT
454
Avalon Trust
New Mexico
$269K +$269K +8,248 New
FWP
455
Firethorn Wealth Partners
Georgia
$269K -$85.1K -2,644 -24%
FFN
456
Focus Financial Network
Minnesota
$264K -$10.5K -322 -4%
IAA
457
Independent Advisor Alliance
North Carolina
$258K +$258K +7,905 New
USCWA
458
U.S. Capital Wealth Advisors
Texas
$254K +$18.6K +571 +8%
PM
459
Pembroke Management
Quebec, Canada
$254K – – –
MML Investors Services
460
MML Investors Services
Massachusetts
$253K -$101K -3,086 -28%
RCA
461
Resonant Capital Advisors
Wisconsin
$247K -$151K -4,638 -38%
RWM
462
Ritholtz Wealth Management
New York
$244K -$48.3K -1,482 -17%
FFG
463
Frisch Financial Group
New York
$242K +$1.93K +59 +0.8%
GFS
464
GYL Financial Synergies
Connecticut
$242K +$4.33K +133 +2%
LC
465
Lindbrook Capital
California
$235K +$1.53K +47 +0.7%
AWAU
466
Alliance Wealth Advisors (Utah)
Utah
$235K +$235K +7,211 New
BC
467
Bartlett & Co
Ohio
$232K – – –
BCWM
468
Bartlett & Co Wealth Management
Ohio
$232K – – –
CCWM
469
Cassaday & Co Wealth Management
Virginia
$227K +$227K +6,966 New
WHG
470
Westwood Holdings Group
Texas
$226K – – –
RDIA
471
RE Dickinson Investment Advisors
Iowa
$217K – – –
QCM
472
Quantinno Capital Management
New York
$217K +$217K +6,660 New
LCS
473
Levin Capital Strategies
New York
$217K -$163K -5,000 -43%
GAM
474
Griffin Asset Management
New York
$217K +$261 +8 +0.1%
PFA
475
Pure Financial Advisors
California
$208K – – –
17 18
19
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