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Brookfield
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Overview Fund Activity

639 hedge funds and large institutions have $29.6B invested in Brookfield in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 65 increasing their positions, 492 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-47
Holders Change %
-6.85%
% of All Funds
10.31%
Holding in Top 10
44
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-39.73%
% of All Funds
0.71%
New
81
Increased
65
Reduced
492
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$68.8M
2
JFG
Jefferies Financial Group
New York
+$58.1M
3
TPM
Triasima Portfolio Management
Quebec, Canada
+$37.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$30.5M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
+$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58B
2
BC
Brookfield Corp
Ontario, Canada
-$923M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$665M
4
Fidelity International
Fidelity International
Bermuda
-$617M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
476
FirstPurpose Wealth
Utah
$277K +$277K +8,798 New
CFG
477
Citizens Financial Group
Rhode Island
$274K +$274K +8,703 New
IWM
478
IHT Wealth Management
Illinois
$271K -$102K -2,386 -27%
FFN
479
Focus Financial Network
Minnesota
$265K -$94.3K -2,996 -26%
B
480
Bailard
California
$264K -$62.6K -1,989 -19%
FCI
481
Financial Counselors Inc
Kansas
$260K -$69.2K -2,203 -21%
BFM
482
Boston Financial Management
Massachusetts
$260K -$61.6K -1,958 -19%
FA
483
Fortis Advisors
Pennsylvania
$260K -$61.5K -1,955 -19%
CPW
484
Crestmont Private Wealth
Texas
$250K +$250K +7,953 New
JIC
485
Joel Isaacson & Co
New York
$246K +$11K +349 +5%
VCM
486
Vivaldi Capital Management
Illinois
$246K -$58.3K -1,724 -19%
PM
487
Pembroke Management
Quebec, Canada
$245K -$7.88K -185 -3%
JAFL
488
Jay A. Fishman Ltd
Michigan
$238K -$295K -9,385 -55%
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$238K -$27K -857 -10%
IWA
490
Intercontinental Wealth Advisors
Texas
$235K -$55.6K -1,770 -19%
FFG
491
Frisch Financial Group
New York
$231K -$54.7K -1,742 -19%
GFS
492
GYL Financial Synergies
Connecticut
$229K -$54.4K -1,728 -19%
CA
493
Clearstead Advisors
Ohio
$228K -$228K -8,130 -50%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$227K -$53.8K -1,710 -19%
LC
495
Lindbrook Capital
California
$226K -$63.5K -2,017 -22%
BC
496
Bartlett & Co
Ohio
$224K -$53.1K -1,686 -19%
BCWM
497
Bartlett & Co Wealth Management
Ohio
$224K -$53K -1,686 -19%
EFS
498
Essex Financial Services
Connecticut
$221K -$52.3K -1,671 -19%
GAM
499
Gotham Asset Management
New York
$221K -$79K -2,510 -26%
DADC
500
D.A. Davidson & Co
Montana
$220K -$52.1K -1,655 -19%
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