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Brookfield
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Overview Fund Activity

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$1.98B
3
SCP
3
Soroban Capital Partners
New York
$404M
4
Morgan Stanley
4
Morgan Stanley
New York
$552M
5
Goldman Sachs
5
Goldman Sachs
New York
$496M

Top Sellers

1
PVI
1
Partners Value Investments
Bermuda
$4.85B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4B
3
Fidelity International
3
Fidelity International
Bermuda
$471M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$375M
5
Franklin Resources
5
Franklin Resources
California
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGC
26
Beutel, Goodman & Co
Ontario, Canada
$375M -$148M -3,659,494 -28%
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$375M -$16.4M -408,655 -4%
MG
28
Markel Group
Virginia
$350M – – –
Neuberger Berman Group
29
Neuberger Berman Group
New York
$277M -$34.7M -865,824 -11%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$267M +$15.6M +389,861 +6%
SC
31
Scotia Capital
Ontario, Canada
$263M -$1.58M -39,461 -0.6%
Invesco
32
Invesco
Georgia
$250M -$27.3M -681,157 -10%
Bank of America
33
Bank of America
North Carolina
$239M +$4.9M +122,241 +2%
CB
34
Cooke & Bieler
Pennsylvania
$237M -$62.6M -1,560,133 -21%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$232M -$2.07M -51,615 -0.9%
Aristotle Capital Management
36
Aristotle Capital Management
California
$228M +$114M +2,842,896 +100%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$211M +$5.54M +137,668 +3%
SI
38
Scharf Investments
California
$205M +$645K +16,065 +0.3%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$193M -$4.9M -96,105 -2%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$179M -$7.68M -188,944 -4%
NHAS
41
Novo Holdings A/S
Denmark
$156M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$155M +$10.3M +256,216 +7%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$150M +$553K +13,720 +0.4%
Ameriprise
44
Ameriprise
Minnesota
$132M -$3.94M -97,175 -3%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$131M -$13.1M -325,457 -9%
Bessemer Group
46
Bessemer Group
New Jersey
$124M -$7.99M -199,041 -6%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$123M -$10.8M -278,663 -8%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$123M -$861K -21,399 -0.7%
CCM
49
Check Capital Management
California
$121M -$492K -12,257 -0.4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$120M -$3.47M -86,368 -3%
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