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Brookfield
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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 %
EBA
626
Eagle Bay Advisors
New York
$787 -$62.5K -1,985 -99%
CA
627
CoreCap Advisors
Michigan
$692 -$209K -6,638 -100%
BIA
628
Bell Investment Advisors
California
$692 -$157 -5 -19%
GEA
629
Glen Eagle Advisors
New Jersey
$598 -$157 -5 -21%
SN
630
Sittner & Nelson
Oregon
$566 -$126 -4 -18%
AAP
631
Arax Advisory Partners
Colorado
$503 -$126 -4 -20%
NMG
632
New Millennium Group
Utah
$409 -$94 -3 -19%
PAG
633
Private Advisor Group
New Jersey
$386 +$176 +5,600 +84%
SSC
634
Syverson Strege & Co
Iowa
$382 -$95 -3 -20%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$378 -$95 -3 -20%
CAS
636
Coppell Advisory Solutions
Texas
$252 +$252 +8 New
CASC
637
Coppell Advisory Solutions Corp
Texas
$252 +$252 +8 New
FGAM
638
Financial Gravity Asset Management
Texas
$72 -$1.93K -831 -96%
HWM
639
HighMark Wealth Management
Minnesota
$25 – – –
QI
640
QV Investors
Alberta, Canada
– -$40.9M -1,229,806 Closed
IIM
641
Intact Investment Management
Quebec, Canada
– -$37.9M -832,501 Closed
Canada Life
642
Canada Life
Manitoba, Canada
– -$27.1M -818,940 Closed
CA
643
Callahan Advisors
Texas
– -$12.5M -379,236 Closed
MFAM
644
Motley Fool Asset Management
Virginia
– -$10.6M -321,428 Closed
LOAME
645
Lombard Odier Asset Management (Europe)
United Kingdom
– -$7.13M -215,634 Closed
LIP
646
Liontrust Investment Partners
United Kingdom
– -$8.48M -185,550 Closed
Qube Research & Technologies (QRT)
647
Qube Research & Technologies (QRT)
United Kingdom
– -$5.79M -175,227 Closed
MFS
648
Mirabella Financial Services
United Kingdom
– -$4.9M -148,966 Closed
FTB
649
First Trust Bank
Bahamas
– -$4.72M -142,750 Closed
SWM
650
Salvus Wealth Management
New Jersey
– -$3.97M -119,935 Closed
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