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Brookfield
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Overview Fund Activity

617 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-22
Holders Change %
-3.44%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.77%
New
64
Increased
229
Reduced
193
Closed
72
Calls
$49.5M
Puts
$86.3M
Net Calls
-$36.7M
Net Calls Change
-$23.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.18B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$296M
3
Fidelity International
Fidelity International
Bermuda
+$149M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$132M
5
SI
Scharf Investments
California
+$109M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$315M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$228M
4
APG Asset Management
APG Asset Management
Netherlands
-$80.8M
5
Franklin Resources
Franklin Resources
California
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
501
SignatureFD
Georgia
$87.1K +$11.6K +356 +15%
LIM
502
Lagoda Investment Management
New York
$86.9K -$249K -7,650 -74%
AAS
503
Ameritas Advisory Services
Nebraska
$85.1K +$85.1K +2,611 New
IRAG
504
Investment Research & Advisory Group
Georgia
$73.3K – – –
GRP
505
Global Retirement Partners
California
$72.5K +$67.9K +2,198 +1,456%
BF
506
BOK Financial
Oklahoma
$71.1K +$71.1K +2,182 New
NA
507
NewEdge Advisors
Louisiana
$69.6K -$55.1K -1,689 -44%
HIA
508
Harbor Investment Advisory
Maryland
$66.6K – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$66.6K +$65 +2 +0.1%
SC
510
SouthState Corp
Florida
$65K +$65K +1,995 New
EWA
511
EverSource Wealth Advisors
Alabama
$63.4K +$4.37K +134 +7%
TWM
512
Tradition Wealth Management
Minnesota
$62K – – –
WT
513
Washington Trust
Rhode Island
$60.6K +$521 +16 +0.9%
TWA
514
TCI Wealth Advisors
Arizona
$59.7K – – –
TRCT
515
Tower Research Capital (TRC)
New York
$59K -$68.3K -2,101 -54%
CYG
516
Clean Yield Group
Vermont
$57.7K – – –
QC
517
Quent Capital
New York
$57.5K – – –
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$54.7K +$3.36K +103 +7%
MIA
519
Milestone Investment Advisors
Wisconsin
$52.4K +$52.4K +1,609 New
PTC
520
Private Trust Company
Ohio
$50.5K -$9.39K -288 -16%
CB
521
Community Bank
New York
$49.8K – – –
MHR
522
Matthew Hamilton Rosenberg
$49.3K – – –
PB
523
Pinnacle Bancorp
Nebraska
$48.9K +$17.2K +527 +54%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$43K +$24K +737 +127%
BWM
525
Baystate Wealth Management
Massachusetts
$42.4K +$652 +20 +2%
19 20
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