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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
+$280M
2
Goldman Sachs
Goldman Sachs
New York
+$249M
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
+$69M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$232M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$157M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$146M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$94.8M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
476
Park Avenue Securities
New York
$437K +$25.1K +548 +6%
DZ Bank
477
DZ Bank
Germany
$432K – – –
SWM
478
Spire Wealth Management
Virginia
$425K -$125K -2,737 -23%
CCM
479
Coldstream Capital Management
Washington
$424K +$424K +9,278 New
PSUF
480
People's United Financial
Connecticut
$420K -$120K -2,628 -22%
IC
481
Intersect Capital
California
$417K – – –
FFG
482
Frisch Financial Group
New York
$414K +$366 +8 +0.1%
GFS
483
GYL Financial Synergies
Connecticut
$412K – – –
AWS
484
Atria Wealth Solutions
New York
$410K +$410K +8,973 New
FHA
485
Flagship Harbor Advisors
Massachusetts
$407K +$36.9K +807 +10%
BCWM
486
Bartlett & Co Wealth Management
Ohio
$402K – – –
BC
487
Bartlett & Co
Ohio
$402K – – –
DADC
488
D.A. Davidson & Co
Montana
$395K +$21K +458 +6%
BNP Paribas Asset Management
489
BNP Paribas Asset Management
France
$392K +$392K +8,561 New
HWA
490
Heartwood Wealth Advisors
Virginia
$389K – – –
CAG
491
Crestwood Advisors Group
Massachusetts
$387K -$248K -5,423 -39%
BF
492
BOK Financial
Oklahoma
$385K +$1.83K +40 +0.5%
IWA
493
Intercontinental Wealth Advisors
Texas
$385K +$18.9K +413 +5%
BSW
494
Buckingham Strategic Wealth
Missouri
$382K -$2.33K -51 -0.6%
ETI
495
Enterprise Trust & Investment
California
$382K – – –
A
496
Astrantus
Cyprus
$379K -$95K -2,078 -20%
GAM
497
Griffin Asset Management
New York
$375K +$595 +13 +0.2%
WAM
498
Walker Asset Management
Missouri
$364K -$17K -371 -4%
PFA
499
Pure Financial Advisors
California
$362K +$38.2K +836 +12%
Mercer Global Advisors
500
Mercer Global Advisors
Colorado
$361K +$81.5K +1,774 +29%
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