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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 %
CFD
601
Creative Financial Designs
Indiana
$1.47K – – –
EBA
602
Eagle Bay Advisors
New York
$815 – – –
BIA
603
Bell Investment Advisors
California
$717 – – –
GEA
604
Glen Eagle Advisors
New Jersey
$619 – – –
TF
605
Tompkins Financial
New York
$587 +$587 +18 New
AF
606
Advisornet Financial
Minnesota
$587 +$587 +18 New
SN
607
Sittner & Nelson
Oregon
$586 – – –
SS
608
Sunbelt Securities
Texas
$552 +$552 +17 New
AAP
609
Arax Advisory Partners
Colorado
$522 – – –
NMG
610
New Millennium Group
Utah
$424 – – –
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$391 – – –
SIS
612
Sound Income Strategies
Florida
$358 +$358 +11 New
SC
613
Schubert & Co
Texas
$98 -$2.35K -72 -96%
TC
614
Truvestments Capital
Florida
$65 -$1.66K -51 -96%
HWM
615
HighMark Wealth Management
Minnesota
$26 – – –
Capital International Investors
616
Capital International Investors
California
– -$315M -10,019,675 Closed
Viking Global Investors
617
Viking Global Investors
Connecticut
– -$228M -7,262,078 Closed
Select Equity Group
618
Select Equity Group
New York
– -$68.8M -2,185,328 Closed
Westfield Capital Management
619
Westfield Capital Management
Massachusetts
– -$60M -1,905,849 Closed
LPC
620
Long Pond Capital
New York
– -$21.8M -759,600 Closed
Credit Agricole
621
Credit Agricole
France
– -$22M -700,000 Closed
RCW
622
Rheos Capital Works
Japan
– -$17.5M -567,074 Closed
CGIM
623
Capital Group Investment Management
Singapore
– -$13.5M -430,225 Closed
CII
624
Capital International Inc
California
– -$11.4M -362,837 Closed
IUHSA
625
Itau Unibanco Holding S.A.
Brazil
– -$10.5M -359,069 Closed
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