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Brookfield
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Overview Fund Activity

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$1.32B
2
Capital World Investors
Capital World Investors
California
+$1B
3
SCP
Soroban Capital Partners
New York
+$296M
4
Morgan Stanley
Morgan Stanley
New York
+$277M
5
Goldman Sachs
Goldman Sachs
New York
+$262M

Top Sellers

1
PVI
Partners Value Investments
Bermuda
-$512M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$237M
3
Fidelity International
Fidelity International
Bermuda
-$156M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$148M
5
Franklin Resources
Franklin Resources
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
526
GYL Financial Synergies
Connecticut
$228K +$228K +5,679 New
NG
527
Norden Group
Utah
$222K -$45.7K -1,139 -17%
VCA
528
Verdence Capital Advisors
Maryland
$221K +$221K +5,514 New
WAM
529
Walker Asset Management
Missouri
$218K +$218K +5,435 New
CAM
530
Cubic Asset Management
Massachusetts
$217K +$217K +5,400 New
FFN
531
Focus Financial Network
Minnesota
$216K -$91.1K -2,270 -30%
LIC
532
Laurus Investment Counsel
Canada
$215K +$215K +4,050 New
JIC
533
Joel Isaacson & Co
New York
$214K +$214K +5,342 New
CFP
534
Catalyst Financial Partners
Massachusetts
$214K +$214K +5,332 New
FFM
535
Forum Financial Management
Illinois
$213K +$213K +5,310 New
IB
536
Intrust Bank
Kansas
$213K +$213K +5,300 New
OWA
537
Opal Wealth Advisors
New York
$212K +$212K +5,282 New
CFA
538
CWS Financial Advisors
Michigan
$211K +$211K +5,252 New
IWA
539
Icon Wealth Advisors
Texas
$211K +$211K +5,248 New
HPC
540
HM Payson & Co
Maine
$209K – – –
PFS
541
Prospera Financial Services
Texas
$208K +$208K +5,174 New
FFA
542
Farther Finance Advisors
California
$205K -$6.86K -171 -3%
MCM
543
MAI Capital Management
Ohio
$203K +$203K +5,059 New
TCOO
544
Trust Company of Oklahoma
Oklahoma
$203K +$203K +5,050 New
ESB
545
Essex Savings Bank
Connecticut
$201K +$201K +5,014 New
FSA
546
Financial Security Advisor
Virginia
$201K +$201K +5,002 New
RCAG
547
Rehmann Capital Advisory Group
Michigan
$201K +$201K +4,998 New
Twin Tree Management
548
Twin Tree Management
Texas
$200K +$200K +4,978 New
Group One Trading
549
Group One Trading
Illinois
$188K +$188K +4,693 New
CA
550
Clearstead Advisors
Ohio
$186K -$186K -4,631 -50%
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