BN icon

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
$78.7M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$785M
2
BC
Brookfield Corp
Ontario, Canada
$4.15B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11B
4
Fidelity International
Fidelity International
Bermuda
$657M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
651
Susquehanna International Group
Pennsylvania
– -$3.84M -116,133 Closed
VIA
652
Vident Investment Advisory
Georgia
– -$3.25M -98,626 Closed
DGAM
653
Desjardins Global Asset Management
Quebec, Canada
– -$3.17M -95,796 Closed
New York State Common Retirement Fund
654
New York State Common Retirement Fund
New York
– -$3.14M -94,993 Closed
USAA
655
United Services Automobile Association
Texas
– -$2.91M -87,998 Closed
AFM
656
Anson Funds Management
Texas
– -$2.88M -87,209 Closed
LIM
657
Leavell Investment Management
Alabama
– -$2.64M -79,981 Closed
KPF
658
K2 Principal Fund
Ontario, Canada
– -$1.69M -50,964 Closed
BNP Paribas Financial Markets
659
BNP Paribas Financial Markets
France
– -$1.59M -48,081 Closed
RFC
660
Regions Financial Corp
Alabama
– -$1.25M -37,795 Closed
AI
661
Atria Investments
North Carolina
– -$1.15M -34,778 Closed
PP
662
PDT Partners
New York
– -$1.13M -34,206 Closed
CI
663
Cigna Investments
Connecticut
– -$1.11M -33,359 Closed
FC
664
FORA Capital
Florida
– -$1.09M -32,905 Closed
FHB
665
First Hawaiian Bank
Hawaii
– -$1.05M -31,642 Closed
FIM
666
Freedom Investment Management
Connecticut
– -$1.01M -30,530 Closed
GP
667
Greenline Partners
New York
– -$1.01M -30,392 Closed
PM
668
Phraction Management
Connecticut
– -$862K -26,087 Closed
EF
669
Empowered Funds
Pennsylvania
– -$857K -25,924 Closed
BCM
670
Bayesian Capital Management
New York
– -$799K -24,171 Closed
CW
671
CreativeOne Wealth
Kansas
– -$760K -23,000 Closed
N
672
Natixis
France
– -$729K -21,651 Closed
SEC
673
Seven Eight Capital
New York
– -$697K -21,074 Closed
WI
674
Wintrust Investments
Illinois
– -$679K -20,533 Closed
DWT
675
Dorsey & Whitney Trust
South Dakota
– -$574K -17,381 Closed
25 26
27
28 29