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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$118M
2
Viking Global Investors
Viking Global Investors
Connecticut
$603M
3
Capital World Investors
Capital World Investors
California
$767M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.9B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$464M
2
Fidelity International
Fidelity International
Bermuda
$1.34B
3
OAC
OMERS Administration Corp
Ontario, Canada
$75.8M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$742M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
651
SRH Advisors
Kansas
$5K – – –
LFG
652
Larson Financial Group
Missouri
$5K – – –
ACK
653
Andrew C. Karlinski
$5K – – –
PA
654
Parallel Advisors
California
$5K +$99 +3 +2%
SAM
655
Strategic Asset Management
Minnesota
$4K -$3.32K -112 -45%
DWP
656
Destiny Wealth Partners
Florida
$4K -$3.56K -112 -47%
CAL
657
Capital Analysts LLC
Pennsylvania
$4K – – –
BWM
658
BerganKDV Wealth Management
Minnesota
$4K – – –
BAM
659
Baldrige Asset Management
Pennsylvania
$4K – – –
EIP
660
Ellis Investment Partners
Pennsylvania
$4K – – –
BAM
661
Bellevue Asset Management
Washington
$4K – – –
FGAM
662
Financial Gravity Asset Management
Texas
$3.24K -$647 -172 -17%
LCM
663
Logan Capital Management
Pennsylvania
$3K – – –
SC
664
Schubert & Co
Texas
$3K +$806 +25 +37%
FPFS
665
First Personal Financial Services
North Carolina
$3K +$3K +94 New
HCM
666
Highlander Capital Management
New Jersey
$2K -$1.31K -44 -40%
TC
667
Truvestments Capital
Florida
$2K – – –
CFD
668
Creative Financial Designs
Indiana
$2K – – –
SJIM
669
St. Johns Investment Management
Florida
$2K – – –
ME
670
McIlrath & Eck
Washington
$2K – – –
Jones Financial Companies
671
Jones Financial Companies
Missouri
$1K – – –
SN
672
Sittner & Nelson
Oregon
$1K – – –
BIA
673
Bell Investment Advisors
California
$1K – – –
NMG
674
New Millennium Group
Utah
$1K – – –
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
25 26
27
28 29