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Brookfield
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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
1
Select Equity Group
New York
$68.8M
2
JFG
2
Jefferies Financial Group
New York
$58.1M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$37.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$78.7M
5
NEI
5
Northwest & Ethical Investments
Ontario, Canada
$29.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$785M
2
BC
2
Brookfield Corp
Ontario, Canada
$4.15B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.11B
4
Fidelity International
4
Fidelity International
Bermuda
$657M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$244M -$92.9M -2,952,406 -28%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237M -$22.5M -714,875 -9%
Viking Global Investors
28
Viking Global Investors
Connecticut
$228M -$346M -10,992,364 -60%
Bank of America
29
Bank of America
North Carolina
$220M +$1.58M +50,265 +0.7%
Invesco
30
Invesco
Georgia
$217M -$34.9M -1,108,204 -14%
CB
31
Cooke & Bieler
Pennsylvania
$204M +$28M +890,307 +16%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$193M -$48.8M -1,549,112 -20%
SC
33
Scotia Capital
Ontario, Canada
$190M -$44.1M -1,407,270 -19%
Franklin Resources
34
Franklin Resources
California
$171M -$33.3M -1,058,733 -16%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$168M -$46.6M -1,480,218 -22%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$167M -$36M -840,351 -18%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$154M -$51.5M -1,637,827 -25%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$146M -$25.9M -824,528 -15%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$143M -$35.4M -1,119,271 -20%
Goldman Sachs
40
Goldman Sachs
New York
$131M -$33.3M -1,057,462 -20%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130M -$29.2M -909,106 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$125M -$4.05M -128,973 -3%
APG Asset Management
43
APG Asset Management
Netherlands
$117M -$76.7M -1,800,369 -39%
AM
44
AGF Management
Ontario, Canada
$116M +$116M +3,698,310 New
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$112M -$36.5M -1,160,985 -25%
BAMCO Inc
46
BAMCO Inc
New York
$98.3M -$8.01M -254,741 -8%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$96.6M -$46.5M -1,478,573 -32%
FAM
48
Fenimore Asset Management
New York
$90.1M -$21.5M -681,890 -19%
CCM
49
Check Capital Management
California
$84.9M -$3.19M -101,322 -4%
MAMU
50
Marathon Asset Management (UK)
United Kingdom
$82.6M -$21M -666,744 -20%
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