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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 %
FMP
576
Financial Management Professionals
Texas
$6K -$193 -6 -3%
AF
577
Allworth Financial
California
$5.9K – – –
CHC
578
City Holding Co
West Virginia
$5.8K – – –
KFS
579
Kelly Financial Services
Massachusetts
$5.71K – – –
NSIM
580
North Star Investment Management
Illinois
$4.89K – – –
BAM
581
Bellevue Asset Management
Washington
$4.2K +$391 +12 +10%
BAM
582
Baldrige Asset Management
Pennsylvania
$4K – – –
SA
583
SRH Advisors
Kansas
$4K +$4K +127 New
LFG
584
Larson Financial Group
Missouri
$3.91K – – –
JWA
585
JFS Wealth Advisors
Pennsylvania
$3.88K -$3.49K -107 -47%
PA
586
Parallel Advisors
California
$3.86K +$294 +9 +8%
IGWM
587
ICA Group Wealth Management
Colorado
$3.59K – – –
SSC
588
Syverson Strege & Co
Iowa
$3.49K +$3.1K +95 +792%
BWM
589
BerganKDV Wealth Management
Minnesota
$3.46K – – –
HCM
590
Hollencrest Capital Management
California
$2.8K – – –
LCM
591
Logan Capital Management
Pennsylvania
$2.73K +$2.73K +84 New
CWC
592
Carolinas Wealth Consulting
North Carolina
$2.41K +$2.41K +74 New
BWP
593
Baldwin Wealth Partners
Massachusetts
$2.15K +$2.15K +66 New
CG
594
Cutler Group
California
$2K -$102K -3,514 -98%
PCM
595
Penserra Capital Management
California
$2K – – –
RFA
596
Register Financial Advisors
Georgia
$1.92K – – –
TWI
597
Thomas White International
Illinois
$1.92K -$1.33M -40,682 -100%
ME
598
McIlrath & Eck
Washington
$1.92K – – –
SJIM
599
St. Johns Investment Management
Florida
$1.79K – – –
TWD
600
True Wealth Design
Ohio
$1.7K +$1.7K +52 New
22 23
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