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Brookfield
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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
Principal Financial Group
Iowa
+$162M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$104M
3
NHAS
Novo Holdings A/S
Denmark
+$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$4.18B
2
Fidelity International
Fidelity International
Bermuda
-$178M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$101M
4
Goldman Sachs
Goldman Sachs
New York
-$88.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
476
Bryn Mawr Capital Management
Pennsylvania
$229K – – –
BS
477
Bessemer Securities
New York
$229K -$64.5K -2,060 -22%
FA
478
FDx Advisors
Illinois
$229K +$229K +7,311 New
DI
479
DFPG Investments
Utah
$227K -$310K -9,622 -58%
USCWA
480
U.S. Capital Wealth Advisors
Texas
$227K – – –
LFA
481
Legacy Financial Advisors
Kentucky
$225K +$225K +7,207 New
BCWM
482
Bartlett & Co Wealth Management
Ohio
$222K – – –
BC
483
Bartlett & Co
Ohio
$222K – – –
FCP
484
Fidelis Capital Partners
Florida
$218K -$10.4K -332 -5%
BSW
485
Buckingham Strategic Wealth
Missouri
$217K +$23K +734 +12%
HDIM
486
Hanson & Doremus Investment Management
Vermont
$217K – – –
WHG
487
Westwood Holdings Group
Texas
$216K – – –
SWP
488
Stratos Wealth Partners
Ohio
$215K +$215K +6,887 New
RDIA
489
RE Dickinson Investment Advisors
Iowa
$215K – – –
MWA
490
Monograph Wealth Advisors
California
$211K +$211K +6,750 New
CT
491
Colonial Trust
South Carolina
$211K +$8.6K +275 +4%
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$210K -$73.8K -2,360 -26%
GAM
493
Griffin Asset Management
New York
$209K +$250 +8 +0.1%
NG
494
Norden Group
Utah
$208K +$208K +6,664 New
LAS
495
Lloyd Advisory Services
Georgia
$208K +$208K +6,664 New
LCS
496
Levin Capital Strategies
New York
$208K – – –
NHC
497
Nicholas Hoffman & Company
Georgia
$205K +$6.47K +207 +3%
LNC
498
Lincoln National Corp
Pennsylvania
$204K -$3.75K -120 -2%
CCA
499
Checchi Capital Advisers
California
$202K – – –
MIM
500
Meridiem Investment Management
United Kingdom
$188K – – –
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