BN icon

Brookfield
BN

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
$1.77B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$309M
3
Fidelity International
Fidelity International
Bermuda
$830M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.35B
5
SI
Scharf Investments
California
$113M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$232M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
APG Asset Management
APG Asset Management
Netherlands
$1.8M
5
Franklin Resources
Franklin Resources
California
$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$90.7M +$5.85M +177,334 +7%
Aristotle Capital Management
52
Aristotle Capital Management
California
$87.6M +$20M +614,442 +30%
TAM
53
Timucuan Asset Management
Florida
$85.4M -$114K -3,499 -0.1%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$85.1M +$3.93M +120,597 +5%
MAMU
55
Marathon Asset Management (UK)
United Kingdom
$84.6M -$913K -28,053 -1%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$83.6M +$12.9M +397,710 +18%
AC
57
Addenda Capital
Quebec, Canada
$83.4M -$1.53M -34,766 -2%
NHAS
58
Novo Holdings A/S
Denmark
$82.1M – – –
BAM
59
Burgundy Asset Management
Ontario, Canada
$76M -$1.22M -37,608 -2%
OAC
60
OMERS Administration Corp
Ontario, Canada
$75.5M +$15.1M +464,100 +25%
Wells Fargo
61
Wells Fargo
California
$74.5M +$3.65M +112,037 +5%
CS
62
Credit Suisse
Switzerland
$73.6M +$1.72M +52,858 +2%
MCI
63
McDonald Capital Investors
California
$72.9M +$6.55M +200,930 +10%
MAM
64
Madison Asset Management
Wisconsin
$72.8M -$1.1M -33,652 -1%
HKAM
65
Horizon Kinetics Asset Management
New York
$69.2M -$2.03M -62,393 -3%
IIM
66
Intact Investment Management
Quebec, Canada
$67.8M +$67.8M +2,082,730 New
BRIM
67
Broad Run Investment Management
Virginia
$67.8M -$730K -22,409 -1%
CC
68
Cannell & Co
New York
$66.8M +$12M +368,715 +22%
GC
69
Guardian Capital
Ontario, Canada
$66.7M +$1.9M +58,351 +3%
Bessemer Group
70
Bessemer Group
New Jersey
$66.5M +$1.49M +45,806 +2%
JFG
71
Jefferies Financial Group
New York
$60.2M -$25.4K -780 -0%
CAM
72
Cidel Asset Management
Ontario, Canada
$59.7M -$436K -13,412 -0.7%
Renaissance Technologies
73
Renaissance Technologies
New York
$59M -$22.5M -691,300 -28%
MGIM
74
M&G Investment Management
United Kingdom
$58.6M +$17.5M +531,450 +43%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$55.4M +$1.39M +42,583 +3%
1 2
3
4 5