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Brookfield
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Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$1.99B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
3
NHAS
Novo Holdings A/S
Denmark
$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.3B

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
601
Tompkins Financial
New York
$563 – – –
AF
602
Advisornet Financial
Minnesota
$563 – – –
NMG
603
New Millennium Group
Utah
$407 – – –
BCMLT
604
Beacon Capital Management LLC (Tennessee)
Tennessee
$404 – – –
SIS
605
Sound Income Strategies
Florida
$344 – – –
CAS
606
Coppell Advisory Solutions
Texas
$252 +$158 +5 +167%
DFA
607
DHJJ Financial Advisors
Illinois
$157 +$157 +5 New
HWM
608
HighMark Wealth Management
Minnesota
$25 – – –
Renaissance Technologies
609
Renaissance Technologies
New York
– -$36.9M -1,095,263 Closed
WBC
610
Westpac Banking Corp
Australia
– -$8.69M -257,684 Closed
FBCM
611
Fort Baker Capital Management
California
– -$6.31M -187,372 Closed
LIP
612
Liontrust Investment Partners
United Kingdom
– -$5.38M -165,000 Closed
CG
613
Colony Group
Massachusetts
– -$5.54M -164,621 Closed
Man Group
614
Man Group
United Kingdom
– -$3.28M -97,454 Closed
JAM
615
JCIC Asset Management
Ontario, Canada
– -$2.98M -88,478 Closed
V
616
Veritable
Delaware
– -$2.41M -71,596 Closed
AFM
617
Anson Funds Management
Texas
– -$2.36M -70,000 Closed
GCM
618
Graham Capital Management
Connecticut
– -$1.88M -55,941 Closed
AP
619
Appleton Partners
Massachusetts
– -$1.61M -47,919 Closed
MC
620
Maverick Capital
Texas
– -$1.51M -45,018 Closed
GCP
621
GSA Capital Partners
United Kingdom
– -$1.2M -35,709 Closed
EMCIP
622
Ewing Morris & Co Investment Partners
Ontario, Canada
– -$1.15M -34,200 Closed
IHL
623
Investment House LLC
California
– -$1.02M -30,200 Closed
Skandinaviska Enskilda Banken (SEB)
624
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$529K -15,728 Closed
LIC
625
Laurus Investment Counsel
Canada
– -$604K -13,538 Closed
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25
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