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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 %
LA
676
LVW Advisors
New York
– -$554K -16,749 Closed
VF
677
Virtu Financial
New York
– -$526K -15,913 Closed
Wolverine Trading
678
Wolverine Trading
Illinois
– -$516K -15,679 Closed
AMCA
679
Arthur M. Cohen & Associates
Illinois
– -$378K -11,447 Closed
RAM
680
Rempart Asset Management
Canada
– -$360K -10,886 Closed
WANY
681
Wealthspire Advisors (New York)
New York
– -$346K -10,477 Closed
Mitsubishi UFJ Trust & Banking
682
Mitsubishi UFJ Trust & Banking
Japan
– -$339K -10,143 Closed
PCOC
683
Power Corp of Canada
Canada
– -$331K -10,020 Closed
WG
684
Winton Group
United Kingdom
– -$329K -9,949 Closed
IAA
685
Independent Advisor Alliance
North Carolina
– -$327K -9,901 Closed
HCA
686
Harbour Capital Advisors
Virginia
– -$318K -9,834 Closed
CCA
687
Checchi Capital Advisers
California
– -$324K -9,816 Closed
GT
688
Greenleaf Trust
Michigan
– -$322K -9,733 Closed
MSFS
689
Main Street Financial Solutions
Pennsylvania
– -$313K -9,456 Closed
GWM
690
Geneos Wealth Management
Colorado
– -$306K -9,286 Closed
CCM
691
Canal Capital Management
Virginia
– -$303K -9,167 Closed
SICM
692
Sustainable Insight Capital Management
New York
– -$298K -9,030 Closed
FHA
693
Flagship Harbor Advisors
Massachusetts
– -$292K -8,836 Closed
NL
694
NWAM LLC
Washington
– -$286K -8,654 Closed
HWA
695
Heartwood Wealth Advisors
Virginia
– -$281K -8,504 Closed
BF
696
BOK Financial
Oklahoma
– -$280K -8,473 Closed
BSW
697
Buckingham Strategic Wealth
Missouri
– -$279K -8,428 Closed
CAG
698
Crestwood Advisors Group
Massachusetts
– -$271K -8,186 Closed
OWP
699
Obermeyer Wealth Partners
Colorado
– -$267K -8,065 Closed
Mercer Global Advisors
700
Mercer Global Advisors
Colorado
– -$252K -7,637 Closed
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