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Brookfield
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Overview Fund Activity

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$1.32B
2
Capital World Investors
Capital World Investors
California
+$1B
3
SCP
Soroban Capital Partners
New York
+$296M
4
Morgan Stanley
Morgan Stanley
New York
+$277M
5
Goldman Sachs
Goldman Sachs
New York
+$262M

Top Sellers

1
PVI
Partners Value Investments
Bermuda
-$512M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$237M
3
Fidelity International
Fidelity International
Bermuda
-$156M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$148M
5
Franklin Resources
Franklin Resources
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
651
Covestor
United Kingdom
$1K +$222 +4 +29%
RIL
652
Rothschild Investment LLC
Illinois
$766 +$766 +19 New
SN
653
Sittner & Nelson
Oregon
$726 – – –
AF
654
Advisornet Financial
Minnesota
$722 – – –
TF
655
Tompkins Financial
New York
$722 – – –
NMG
656
New Millennium Group
Utah
$522 – – –
AEPWM
657
Atlantic Edge Private Wealth Management
Florida
$482 +$482 +12 New
SIS
658
Sound Income Strategies
Florida
$441 – – –
TC
659
Truvestments Capital
Florida
$361 -$14K -349 -97%
CAS
660
Coppell Advisory Solutions
Texas
$321 – – –
DFA
661
DHJJ Financial Advisors
Illinois
$201 – – –
HWM
662
HighMark Wealth Management
Minnesota
$32 – – –
CC
663
Centiva Capital
New York
– -$27.1M -823,775 Closed
SJIC
664
St. James Investment Company
Texas
– -$19.6M -626,925 Closed
CWM
665
CIBC World Markets
New York
– -$16.9M -540,000 Closed
State of Wisconsin Investment Board
666
State of Wisconsin Investment Board
Wisconsin
– -$16.4M -523,615 Closed
D.E. Shaw & Co
667
D.E. Shaw & Co
New York
– -$16.1M -513,225 Closed
TP
668
TenCore Partners
New York
– -$7.16M -229,055 Closed
Voloridge Investment Management
669
Voloridge Investment Management
Florida
– -$5.53M -176,983 Closed
Balyasny Asset Management
670
Balyasny Asset Management
Illinois
– -$3.95M -126,439 Closed
VC
671
Voss Capital
Texas
– -$3.13M -100,000 Closed
TIM
672
Timelo Investment Management
Ontario, Canada
– -$2.66M -85,000 Closed
OMC
673
Old Mission Capital
Illinois
– -$2.55M -81,469 Closed
RCM
674
Regency Capital Management
Hawaii
– -$2.23M -71,206 Closed
MJRIC
675
Mogy Joel R Investment Counsel
California
– -$2.19M -70,140 Closed
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