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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 %
QCG
551
Quadrant Capital Group
Ohio
$13.9K -$2.28K -70 -14%
WPWM
552
Western Pacific Wealth Management
Illinois
$12.7K – – –
PWMG
553
Prestige Wealth Management Group
New Jersey
$12.7K – – –
CAM
554
Costello Asset Management
Pennsylvania
$12.5K +$2.48K +76 +25%
OC
555
Oakworth Capital
Alabama
$12.4K – – –
CCM
556
Carderock Capital Management
Maryland
$12.3K +$12.3K +375 New
CAL
557
Capital Analysts LLC
Pennsylvania
$12K +$12K +375 New
SWM
558
Sugarloaf Wealth Management
Georgia
$11.5K – – –
TF
559
TimeScale Financial
Massachusetts
$11.4K – – –
PCM
560
Pointe Capital Management
Michigan
$11.2K +$11.2K +345 New
GIA
561
GHP Investment Advisors
Colorado
$10.9K – – –
EL
562
EMFO LLC
Florida
$9.78K – – –
TAM
563
Tucker Asset Management
Colorado
$9.03K – – –
PFG
564
Piershale Financial Group
Illinois
$9K – – –
Group One Trading
565
Group One Trading
Illinois
$8.8K -$20.1K -617 -70%
Commonwealth Equity Services
566
Commonwealth Equity Services
Massachusetts
$8.57K +$516 +15,846 +6%
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$7.85K – – –
JGIA
568
Jackson Grant Investment Advisers
Connecticut
$7.58K +$7.58K +233 New
BTI
569
Blue Trust Inc
Georgia
$7K -$25.8K -789 -79%
BAAM
570
Baker Avenue Asset Management
California
$6.84K +$6.84K +210 New
OCM
571
Orion Capital Management
California
$6.78K – – –
CIA
572
Cape Investment Advisory
Georgia
$6.58K +$6.58K +202 New
MRCM
573
M&R Capital Management
New Jersey
$6.51K – – –
ETC
574
Exchange Traded Concepts
Oklahoma
$6.49K -$1.99K -61 -23%
MA
575
Montag & Associates
Georgia
$6.45K +$587 +18 +10%
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