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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 %
WHG
501
Westwood Holdings Group
Texas
$218K +$218K +6,921 New
ACP
502
Arcus Capital Partners
Georgia
$214K -$396K -12,599 -65%
TL
503
Tradewinds LLC
North Carolina
$212K +$212K +2,943 New
GAM
504
Griffin Asset Management
New York
$209K -$49.6K -1,576 -19%
RDIA
505
RE Dickinson Investment Advisors
Iowa
$209K +$209K +6,658 New
LNC
506
Lincoln National Corp
Pennsylvania
$207K -$34.1K -1,085 -14%
AWS
507
AJ Wealth Strategies
New York
$204K +$9.89K +315 +5%
CFA
508
CWS Financial Advisors
Michigan
$202K +$202K +4,536 New
TSS
509
Two Sigma Securities
New York
$201K +$201K +6,401 New
PFA
510
Pure Financial Advisors
California
$201K -$48.6K -1,545 -19%
MIM
511
Meridiem Investment Management
United Kingdom
$189K -$44.7K -1,422 -19%
Acadian Asset Management
512
Acadian Asset Management
Massachusetts
$178K -$9.79K -312 -5%
SBL
513
Sargent Bickham Lagudis
Colorado
$172K -$2.1M -66,706 -92%
HPC
514
HM Payson & Co
Maine
$164K -$38.8K -1,232 -19%
ZIG
515
Zullo Investment Group
Pennsylvania
$148K -$35K -1,114 -19%
CM
516
Cercano Management
Washington
$134K +$134K +4,258 New
AA
517
Addison Advisors
Vermont
$132K -$31.4K -997 -19%
HNB
518
Huntington National Bank
Ohio
$132K -$1.04K -33 -0.8%
TRCT
519
Tower Research Capital (TRC)
New York
$123K -$416K -13,238 -77%
BAM
520
Belpointe Asset Management
Nevada
$120K -$42.4K -1,348 -26%
SSG
521
Summit Securities Group
New York
$120K +$120K +3,811 +381,100%
GWS
522
Glassman Wealth Services
Virginia
$116K -$40.2K -1,279 -26%
HI
523
Harbour Investments
Wisconsin
$115K -$24.4K -776 -17%
POIA
524
Pin Oak Investment Advisors
Texas
$112K -$26.5K -841 -19%
CG
525
Cutler Group
California
$112K +$112K +3,583 New
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