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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
26
Cooke & Bieler
Pennsylvania
$251M -$1.79M -53,084 -0.7%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$245M +$5.35M +158,806 +2%
Invesco
28
Invesco
Georgia
$234M -$1.3M -38,545 -0.6%
SC
29
Scotia Capital
Ontario, Canada
$227M +$6.94M +206,628 +3%
Morgan Stanley
30
Morgan Stanley
New York
$224M -$69.4M -2,063,346 -24%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$212M -$12M -356,500 -5%
Bank of America
32
Bank of America
North Carolina
$204M -$59.1M -1,757,793 -22%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$187M +$876K +26,039 +0.5%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$174M -$14.2M -323,284 -8%
SI
35
Scharf Investments
California
$173M +$56.7M +1,684,476 +49%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$164M +$7.95M +236,642 +5%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$162M -$37.5M -1,112,820 -19%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158M +$6.46M +190,033 +4%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$144M +$1.45M +43,055 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$131M
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$129M -$17.1M -507,185 -12%
Franklin Resources
42
Franklin Resources
California
$120M +$19.8M +587,792 +20%
AM
43
AGF Management
Ontario, Canada
$119M -$12.9M -384,023 -10%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$114M -$3.29M -98,149 -3%
Bessemer Group
45
Bessemer Group
New Jersey
$112M +$43.1M +1,282,295 +63%
BAMCO Inc
46
BAMCO Inc
New York
$112M +$4.31M +128,117 +4%
Ameriprise
47
Ameriprise
Minnesota
$103M +$9.17M +269,517 +10%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$102M -$80.8K -2,402 -0.1%
Corient Private Wealth
49
Corient Private Wealth
Florida
$102M +$47.5M +1,411,177 +87%
CCM
50
Check Capital Management
California
$101M +$1.03M +30,597 +1%