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Brookfield
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Overview Fund Activity

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$595M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.83B
3
Principal Financial Group
Principal Financial Group
Iowa
$1.97B
4
Capital World Investors
Capital World Investors
California
$802M
5
Goldman Sachs
Goldman Sachs
New York
$291M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$717M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$794M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$13.9M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$526M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
576
Logan Capital Management
Pennsylvania
$2.81K – – –
PA
577
Parallel Advisors
California
$2.69K -$1.28K -38 -32%
BWP
578
Baldwin Wealth Partners
Massachusetts
$2.22K – – –
PCM
579
Penserra Capital Management
California
$2K -$47 -2 -2%
ME
580
McIlrath & Eck
Washington
$1.99K – – –
SJIM
581
St. Johns Investment Management
Florida
$1.85K – – –
CFD
582
Creative Financial Designs
Indiana
$1.51K – – –
GI
583
Gradient Investments
Minnesota
$1.51K +$1.51K +45 New
BIA
584
Bell Investment Advisors
California
$1.28K +$539 +16 +73%
Twin Tree Management
585
Twin Tree Management
Texas
$1.21K -$625K -18,579 -100%
EBA
586
Eagle Bay Advisors
New York
$841 – – –
GEA
587
Glen Eagle Advisors
New Jersey
$640 – – –
SN
588
Sittner & Nelson
Oregon
$607 – – –
AF
589
Advisornet Financial
Minnesota
$606 – – –
TF
590
Tompkins Financial
New York
$606 – – –
SS
591
Sunbelt Securities
Texas
$589 – – –
NMG
592
New Millennium Group
Utah
$437 – – –
BCMLT
593
Beacon Capital Management LLC (Tennessee)
Tennessee
$404 – – –
SIS
594
Sound Income Strategies
Florida
$370 – – –
CAS
595
Coppell Advisory Solutions
Texas
$98 +$98 +3 New
FGAM
596
Financial Gravity Asset Management
Texas
$77 +$48 +21 +162%
TC
597
Truvestments Capital
Florida
$67 – – –
HWM
598
HighMark Wealth Management
Minnesota
$27 – – –
DS
599
Dalal Street
Texas
– -$25.2M -772,579 Closed
NC
600
Nekton Capital
United Kingdom
– -$16.8M -516,637 Closed
22 23
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