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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
$2.46B
2
Goldman Sachs
Goldman Sachs
New York
$399M
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
$2.49B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$729M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.92B
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18B
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.6M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$502M -$30.6M -669,512 -6%
Morgan Stanley
27
Morgan Stanley
New York
$501M +$6.41M +140,168 +1%
MG
28
Markel Group
Virginia
$493M – – –
DC
29
Davenport & Co
Virginia
$461M +$439K +9,563 +0.1%
Legal & General Group
30
Legal & General Group
United Kingdom
$401M +$28.6M +626,018 +8%
Goldman Sachs
31
Goldman Sachs
New York
$399M +$249M +5,445,416 +166%
Invesco
32
Invesco
Georgia
$360M +$3.96M +86,698 +1%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$348M -$27M -590,108 -7%
SC
34
Scotia Capital
Ontario, Canada
$317M +$19.4M +423,506 +6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$312M +$33.4M +730,710 +12%
Franklin Resources
36
Franklin Resources
California
$306M -$25.7M -561,483 -8%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$305M +$10.2M +223,340 +3%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$287M -$4.51M -98,524 -2%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$248M +$5M +87,161 +2%
Bank of America
40
Bank of America
North Carolina
$248M -$10.3M -225,668 -4%
APG Asset Management
41
APG Asset Management
Netherlands
$232M -$28.4M -690,696 -11%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$230M +$10.9M +238,108 +5%
AII
43
AGF Investments Inc
Ontario, Canada
$217M +$35.9M +785,287 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
44
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$214M -$296K -6,463 -0.1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212M -$6M -129,020 -3%
Select Equity Group
46
Select Equity Group
New York
$200M +$200M +4,380,229 New
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$200M +$6.74M +147,145 +3%
CB
48
Cooke & Bieler
Pennsylvania
$194M +$27M +590,363 +16%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$193M +$36.6M +800,549 +23%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$189M -$25.7M -562,761 -12%
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