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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 %
ACA
601
Atlas Capital Advisors
Wyoming
$5.85K -$1.38K -44 -19%
AF
602
Allworth Financial
California
$5.69K -$1.35K -43 -19%
MA
603
Montag & Associates
Georgia
$5.66K +$5.66K +180 New
CHC
604
City Holding Co
West Virginia
$5.6K -$1.32K -42 -19%
KFS
605
Kelly Financial Services
Massachusetts
$5.51K -$1.29K -41 -19%
GRP
606
Global Retirement Partners
California
$4.76K -$1.67K -53 -26%
NSIM
607
North Star Investment Management
Illinois
$4.72K -$1.83K -58 -28%
BCM
608
Bourgeon Capital Management
Connecticut
$4.72K -$1.13K -36 -19%
LFG
609
Larson Financial Group
Missouri
$3.78K -$881 -28 -19%
BAM
610
Bellevue Asset Management
Washington
$3.67K -$440 -14 -11%
RBC
611
Romano Brothers & Co
Illinois
$3.56K +$3.56K +113 New
IGWM
612
ICA Group Wealth Management
Colorado
$3.46K +$3.46K +110 New
PA
613
Parallel Advisors
California
$3.44K -$1.33K -42 -28%
BWM
614
BerganKDV Wealth Management
Minnesota
$3.34K -$787 -25 -19%
BAM
615
Baldrige Asset Management
Pennsylvania
$3K -$709 -26 -19%
HCM
616
Hollencrest Capital Management
California
$2.71K +$2.71K +86 New
FPFS
617
First Personal Financial Services
North Carolina
$2.39K -$566 -18 -19%
SC
618
Schubert & Co
Texas
$2.36K -$566 -18 -19%
HCM
619
Highlander Capital Management
New Jersey
$2K -$481 -13 -19%
PCM
620
Penserra Capital Management
California
$2K +$2K +88 New
ME
621
McIlrath & Eck
Washington
$1.86K -$440 -14 -19%
RFA
622
Register Financial Advisors
Georgia
$1.86K +$1.86K +59 New
SJIM
623
St. Johns Investment Management
Florida
$1.73K -$409 -13 -19%
TC
624
Truvestments Capital
Florida
$1.67K -$503 -16 -23%
CFD
625
Creative Financial Designs
Indiana
$1.42K -$346 -11 -20%
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