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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 %
BWM
551
Baystate Wealth Management
Massachusetts
$40K -$9.35K -299 -19%
HDIM
552
Hanson & Doremus Investment Management
Vermont
$38K +$38K +1,200 New
CCA
553
Column Capital Advisors
Indiana
$37.2K -$8.81K -280 -19%
FCB
554
First Command Bank
Texas
$37K -$8.77K -281 -19%
FCFS
555
First Command Financial Services
Texas
$37K -$8.77K -281 -19%
CA
556
Centerpoint Advisors
Massachusetts
$37K +$37K +1,166 New
JFA
557
JNBA Financial Advisors
Minnesota
$36.7K -$8.24K -262 -18%
MCC
558
Money Concepts Capital
Florida
$34.4K +$15.6K +496 +83%
PB
559
Pinnacle Bancorp
Nebraska
$31K -$7.36K -231 -19%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$29K +$29K +923 New
BCV
561
Banque Cantonale Vaudoise
Switzerland
$28K -$6.63K -213 -19%
C
562
Covestor
United Kingdom
$28K +$28K +881 New
Group One Trading
563
Group One Trading
Illinois
$27.9K -$145K -4,604 -84%
Dimensional Fund Advisors
564
Dimensional Fund Advisors
Texas
$27.7K -$2.25K -71,587 -8%
EDRH
565
Edmond de Rothschild Holding
Switzerland
$27.6K -$6.54K -208 -19%
FHA
566
First Horizon Advisors
Tennessee
$26.4K -$6.26K -199 -19%
TFA
567
Toth Financial Advisory
Virginia
$25.2K -$5.98K -190 -19%
PCIG
568
Partners Capital Investment Group
Massachusetts
$23K -$11.6M -367,921 -100%
MA
569
MCF Advisors
Kentucky
$22.4K -$944 -30 -4%
Nisa Investment Advisors
570
Nisa Investment Advisors
Missouri
$22K -$5.21K -168 -19%
HIIFS
571
Harel Insurance Investments & Financial Services
Israel
$22K -$5.23K -164 -19%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$20K -$4.74K -148 -19%
DAM
573
Delta Asset Management
Tennessee
$19.6K +$19.6K +624 New
ZB
574
Zions Bancorporation
Utah
$18.8K -$974 -31 -5%
PAI
575
Pittenger & Anderson Inc
Nebraska
$18.6K -$912 -29 -5%
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