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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$118M
2
Viking Global Investors
Viking Global Investors
Connecticut
$603M
3
Capital World Investors
Capital World Investors
California
$767M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.9B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$464M
2
Fidelity International
Fidelity International
Bermuda
$1.34B
3
OAC
OMERS Administration Corp
Ontario, Canada
$75.8M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$742M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
701
Willow Creek Wealth Management
California
– -$411K -11,446 Closed
MM
702
MQS Management
New York
– -$360K -10,005 Closed
TFA
703
Teamwork Financial Advisors
Texas
– -$326K -9,066 Closed
AWS
704
Atria Wealth Solutions
New York
– -$323K -8,973 Closed
RDIA
705
RE Dickinson Investment Advisors
Iowa
– -$278 -7,745 Closed
SFA
706
Sequoia Financial Advisors
Ohio
– -$276K -7,667 Closed
HH
707
Hilltop Holdings
Texas
– -$237K -6,598 Closed
ET
708
Equitable Trust
Tennessee
– -$235K -6,540 Closed
BL
709
Balentine LLC
Georgia
– -$234K -6,523 Closed
RC
710
RegentAtlantic Capital
New Jersey
– -$214K -5,944 Closed
MF
711
Magnetar Financial
Illinois
– -$213 -5,938 Closed
Macquarie Group
712
Macquarie Group
Australia
– -$207K -5,757 Closed
ORC
713
O'Rourke & Company
Massachusetts
– -$207K -5,746 Closed
SFG
714
Sovereign Financial Group
Connecticut
– -$205K -5,709 Closed
KA
715
Kovack Advisors
Florida
– -$205K -5,706 Closed
DWA
716
Douglass Winthrop Advisors
New York
– -$205K -5,689 Closed
SBIA
717
Sheaff Brock Investment Advisors
Indiana
– -$204K -5,677 Closed
VV
718
Verity & Verity
South Carolina
– -$203K -5,641 Closed
CFA
719
CWS Financial Advisors
Michigan
– -$202K -5,611 Closed
AGP
720
Autumn Glory Partners
Texas
– -$202K -5,610 Closed
DIA
721
Dana Investment Advisors
Wisconsin
– -$200K -5,567 Closed
WAM
722
Wakefield Asset Management
Colorado
– -$198K -5,501 Closed
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
– -$127K -3,529 Closed
T2I
724
Turim 21 Investimentos
Brazil
– -$127K -3,525 Closed
CF
725
Centaurus Financial
California
– -$100K -2,794 Closed
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