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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 %
MCM
651
Mitchell Capital Management
Kansas
– -$481K -15,276 Closed
AG
652
AIA Group
Hong Kong
– -$443K -14,097 Closed
LSWM
653
Lorne Steinberg Wealth Management
Canada
– -$397K -12,643 Closed
BPC
654
Banque Pictet & Cie
Switzerland
– -$377K -12,000 Closed
JSC
655
Jackson Square Capital
California
– -$375K -11,916 Closed
BCM
656
Bluefin Capital Management
New York
– -$316K -10,050 Closed
GCP
657
GSA Capital Partners
United Kingdom
– -$300K -9,540 Closed
PAS
658
Park Avenue Securities
New York
– -$278K -8,833 Closed
ANTB
659
AMG National Trust Bank
Colorado
– -$278K -8,822 Closed
CFG
660
Citizens Financial Group
Rhode Island
– -$274K -8,703 Closed
FCI
661
Financial Counselors Inc
Kansas
– -$260K -8,272 Closed
BFM
662
Boston Financial Management
Massachusetts
– -$260K -8,260 Closed
JAFL
663
Jay A. Fishman Ltd
Michigan
– -$238K -7,562 Closed
VCM
664
Vivaldi Capital Management
Illinois
– -$246K -7,275 Closed
EFS
665
Essex Financial Services
Connecticut
– -$221K -7,055 Closed
GAM
666
Gotham Asset Management
New York
– -$221K -7,021 Closed
DADC
667
D.A. Davidson & Co
Montana
– -$220K -6,982 Closed
ACP
668
Arcus Capital Partners
Georgia
– -$214K -6,805 Closed
LNC
669
Lincoln National Corp
Pennsylvania
– -$207K -6,565 Closed
AWS
670
AJ Wealth Strategies
New York
– -$204K -6,500 Closed
TSS
671
Two Sigma Securities
New York
– -$201K -6,401 Closed
ZIG
672
Zullo Investment Group
Pennsylvania
– -$148K -4,700 Closed
CFA
673
CWS Financial Advisors
Michigan
– -$202K -4,536 Closed
TL
674
Tradewinds LLC
North Carolina
– -$212K -2,943 Closed
BWL
675
Bogart Wealth LLC
Virginia
– -$65.1K -2,070 Closed
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