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Brookfield
BN

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 %
CHA
576
Carmichael Hill & Associates
Maryland
$18.2K -$4.31K -137 -19%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$18K -$13.7K -442 -43%
NECFA
578
New England Capital Financial Advisors
Connecticut
$17.8K +$17.8K +492 New
TFS
579
TrustCore Financial Services
Tennessee
$16.1K -$3.81K -121 -19%
GA
580
GoalVest Advisory
New York
$15.8K -$3.74K -119 -19%
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$15.7K +$15.7K +500 New
QCG
582
Quadrant Capital Group
Ohio
$15.7K -$12.2K -388 -44%
HWA
583
HHM Wealth Advisors
Tennessee
$14.9K -$3.56K -113 -19%
TF
584
TimeScale Financial
Massachusetts
$14.4K -$3.39K -83 -19%
OC
585
Oakworth Capital
Alabama
$12.4K -$2.93K -93 -19%
WPWM
586
Western Pacific Wealth Management
Illinois
$12.3K -$2.93K -93 -19%
PWMG
587
Prestige Wealth Management Group
New Jersey
$12.3K -$2.89K -92 -19%
SWM
588
Sugarloaf Wealth Management
Georgia
$11.1K -$2.61K -83 -19%
GIA
589
GHP Investment Advisors
Colorado
$10.5K -$2.49K -79 -19%
CAM
590
Costello Asset Management
Pennsylvania
$9.66K -$2.3K -73 -19%
EL
591
EMFO LLC
Florida
$9.44K -$2.23K -71 -19%
TAM
592
Tucker Asset Management
Colorado
$8.88K -$2.12K -66 -19%
PFG
593
Piershale Financial Group
Illinois
$8.68K +$8.68K +276 New
CCM
594
Cribstone Capital Management
Maine
$8.49K -$2.01K -64 -19%
ETC
595
Exchange Traded Concepts
Oklahoma
$8.18K -$4.94K -157 -38%
Kayne Anderson Rudnick Investment Management
596
Kayne Anderson Rudnick Investment Management
California
$7.58K -$1.79K -57 -19%
JWA
597
JFS Wealth Advisors
Pennsylvania
$7.11K -$1.7K -54 -19%
OCM
598
Orion Capital Management
California
$6.54K -$1.54K -49 -19%
MRCM
599
M&R Capital Management
New Jersey
$6.29K -$1.48K -47 -19%
FMP
600
Financial Management Professionals
Texas
$6K -$1.43K -46 -19%
22 23
24
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