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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$111M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$107M
3
Capital World Investors
Capital World Investors
California
+$104M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$60.9M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$59.2M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$51.7M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
476
Bailard
California
$343K -$12K -364 -3%
PAS
477
Park Avenue Securities
New York
$340K +$10.6K +321 +3%
Mitsubishi UFJ Trust & Banking
478
Mitsubishi UFJ Trust & Banking
Japan
$339K -$49K -1,467 -13%
BFM
479
Boston Financial Management
Massachusetts
$338K +$134K +4,042 +65%
FA
480
Fortis Advisors
Pennsylvania
$337K +$9.18K +278 +3%
ANTB
481
AMG National Trust Bank
Colorado
$333K +$333K +10,084 New
PCOC
482
Power Corp of Canada
Canada
$331K +$331K +10,020 New
WG
483
Winton Group
United Kingdom
$329K +$329K +9,949 New
IAA
484
Independent Advisor Alliance
North Carolina
$327K -$22.9K -693 -7%
CCA
485
Checchi Capital Advisers
California
$324K +$3.57K +108 +1%
GT
486
Greenleaf Trust
Michigan
$322K -$496 -15 -0.2%
HCA
487
Harbour Capital Advisors
Virginia
$318K +$5.98K +185 +2%
GAM
488
Gotham Asset Management
New York
$315K +$34.4K +1,040 +12%
SSA
489
Schonfeld Strategic Advisors
New York
$315K +$315K +9,525 New
MSFS
490
Main Street Financial Solutions
Pennsylvania
$313K -$6.12K -185 -2%
APA
491
American Portfolios Advisors
New York
$308K -$6.71K -203 -2%
GWM
492
Geneos Wealth Management
Colorado
$306K -$221K -6,716 -42%
IWA
493
Intercontinental Wealth Advisors
Texas
$305K +$891 +27 +0.3%
LC
494
Lindbrook Capital
California
$304K +$6.05K +183 +2%
LIC
495
Laurus Investment Counsel
Canada
$303K – – –
CCM
496
Canal Capital Management
Virginia
$303K +$118K +3,571 +64%
FFG
497
Frisch Financial Group
New York
$301K +$894 +27 +0.3%
MCWA
498
Meadow Creek Wealth Advisors
Georgia
$298K -$10.8K -325 -3%
GFS
499
GYL Financial Synergies
Connecticut
$298K – – –
SICM
500
Sustainable Insight Capital Management
New York
$298K +$93.9K +2,845 +46%
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