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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 %
VWM
526
Venturi Wealth Management
Texas
$40.7K +$40.7K +1,250 New
FCFS
527
First Command Financial Services
Texas
$38.6K – – –
FCB
528
First Command Bank
Texas
$38.6K – – –
CCA
529
Column Capital Advisors
Indiana
$38.5K – – –
GWSG
530
GPS Wealth Strategies Group
Colorado
$38.5K +$38.5K +1,181 New
CA
531
Centerpoint Advisors
Massachusetts
$38K – – –
PFBT
532
Parkside Financial Bank & Trust
Missouri
$33.2K +$3.16K +97 +11%
BCV
533
Banque Cantonale Vaudoise
Switzerland
$29K – – –
EDRH
534
Edmond de Rothschild Holding
Switzerland
$28.6K – – –
JFA
535
JNBA Financial Advisors
Minnesota
$26.7K -$11.4K -350 -30%
TFA
536
Toth Financial Advisory
Virginia
$26.1K – – –
PAI
537
Pittenger & Anderson Inc
Nebraska
$26.1K +$6.84K +210 +36%
FHA
538
First Horizon Advisors
Tennessee
$24.7K -$2.71K -83 -10%
PCIG
539
Partners Capital Investment Group
Massachusetts
$23.8K – – –
MA
540
MCF Advisors
Kentucky
$23.2K – – –
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$23K – – –
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$22K – – –
DAM
543
Delta Asset Management
Tennessee
$20.3K – – –
BFEC
544
Benjamin F. Edwards & Company
Missouri
$20K – – –
ZB
545
Zions Bancorporation
Utah
$19.5K – – –
BSC
546
Brown Shipley & Co
United Kingdom
$19K +$19K +600 New
CHA
547
Carmichael Hill & Associates
Maryland
$18.9K – – –
NECFA
548
New England Capital Financial Advisors
Connecticut
$16.1K +$33 +1 +0.2%
HWA
549
HHM Wealth Advisors
Tennessee
$15.5K – – –
RI
550
Ridgewood Investments
New Jersey
$14.1K +$14.1K +433 New
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