BN icon

Brookfield
BN

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 %
MFS
676
Mirabella Financial Services
United Kingdom
– -$2.09M -66,848 Closed
TC
677
Tsai Capital
New York
– -$2.09M -66,756 Closed
LIM
678
Leavell Investment Management
Alabama
– -$1.73M -55,223 Closed
SG Americas Securities
679
SG Americas Securities
New York
– -$1.98M -55,057 Closed
LA
680
LBP AM
France
– -$1.11M -35,447 Closed
AWS
681
Atria Wealth Solutions
New York
– -$989K -31,537 Closed
RCA
682
Riverview Capital Advisers
Massachusetts
– -$982K -31,402 Closed
CFM
683
Coronation Fund Managers
South Africa
– -$885K -28,297 Closed
BFG
684
Beacon Financial Group
Texas
– -$863K -25,301 Closed
Simplex Trading
685
Simplex Trading
Illinois
– -$749K -23,955 Closed
JF
686
Jump Financial
Illinois
– -$746K -23,853 Closed
SC
687
Searle & Co
Connecticut
– -$707K -22,500 Closed
PCP
688
Proficio Capital Partners
Massachusetts
– -$570K -18,244 Closed
TA
689
Tectonic Advisors
Texas
– -$558K -17,831 Closed
FLC
690
Fifth Lane Capital
Texas
– -$469K -15,000 Closed
GC
691
Giverny Capital
Quebec, Canada
– -$459K -14,671 Closed
TGAM
692
TBH Global Asset Management
Tennessee
– -$362K -11,591 Closed
ALAM
693
Asahi Life Asset Management
Japan
– -$354K -11,275 Closed
TSS
694
Two Sigma Securities
New York
– -$331K -10,579 Closed
IA
695
IFP Advisors
Florida
– -$326K -10,423 Closed
EAM
696
Eschler Asset Management
United Kingdom
– -$291K -9,321 Closed
BS
697
Bessemer Securities
New York
– -$229K -7,315 Closed
MWA
698
Monograph Wealth Advisors
California
– -$211K -6,750 Closed
LAS
699
Lloyd Advisory Services
Georgia
– -$208K -6,664 Closed
LCS
700
Levin Capital Strategies
New York
– -$208K -6,656 Closed
25 26 27
28
29