BN icon

Brookfield
BN

Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.99B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
3
NHAS
3
Novo Holdings A/S
Denmark
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.3B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
2
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
4
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Cooke & Bieler
Pennsylvania
$234M +$737K +23,567 +0.3%
Invesco
27
Invesco
Georgia
$216M -$1.02M -32,740 -0.5%
Morgan Stanley
28
Morgan Stanley
New York
$214M +$6.06M +193,724 +3%
SC
29
Scotia Capital
Ontario, Canada
$206M -$4.23M -135,582 -2%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$196M -$1.14M -36,387 -0.6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$183M +$8.55M +273,474 +5%
Bank of America
32
Bank of America
North Carolina
$182M -$7.49M -239,384 -4%
Goldman Sachs
33
Goldman Sachs
New York
$182M -$88.6M -2,834,023 -33%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$161M +$7.66M +244,087 +5%
SI
35
Scharf Investments
California
$159M -$1.95M -62,263 -1%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$158M -$2.86M -70,040 -2%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145M -$2.21M -69,675 -1%
NHAS
38
Novo Holdings A/S
Denmark
$121M +$102M +3,253,023 +519%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$116M -$4.23M -134,800 -4%
AM
40
AGF Management
Ontario, Canada
$114M +$3.84M +122,753 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$113M -$9.11M -289,893 -7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$112M +$20.1M +640,326 +22%
Franklin Resources
43
Franklin Resources
California
$112M +$1.07M +34,190 +1%
Ameriprise
44
Ameriprise
Minnesota
$106M +$10.3M +326,064 +11%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$104M +$1.76M +58,698 +2%
Bessemer Group
46
Bessemer Group
New Jersey
$103M -$695K -22,225 -0.7%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$96.1M +$851K +27,219 +0.9%
Corient Private Wealth
48
Corient Private Wealth
Florida
$96.1M +$1.24M +39,740 +1%
CCM
49
Check Capital Management
California
$95M +$801K +25,606 +0.8%
Aristotle Capital Management
50
Aristotle Capital Management
California
$89.2M +$828K +26,317 +0.9%
1
2
3 4 5