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Brookfield
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Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.99B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
3
NHAS
3
Novo Holdings A/S
Denmark
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.3B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
2
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
4
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$87.2M +$15.4M +491,939 +21%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$85.9M -$48.2M -1,540,340 -36%
SCP
53
Soroban Capital Partners
New York
$84M +$84M +2,686,593 New
GC
54
Guardian Capital
Ontario, Canada
$83M +$6.49M +206,688 +8%
FAM
55
Fenimore Asset Management
New York
$81.5M +$460K +14,712 +0.6%
Wells Fargo
56
Wells Fargo
California
$81M +$4.18M +133,388 +5%
TAM
57
Timucuan Asset Management
Florida
$81M -$252K -8,063 -0.3%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$80.7M – – –
MGIM
59
M&G Investment Management
United Kingdom
$79.9M -$3.83M -123,500 -5%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$79.7M -$7.86M -251,483 -9%
AC
61
Addenda Capital
Quebec, Canada
$79M -$978K -23,039 -1%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$78.3M -$72.8M -2,321,336 -48%
CCMIC
63
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$73.6M +$4.24M +135,089 +6%
OAC
64
OMERS Administration Corp
Ontario, Canada
$72.5M – – –
MAM
65
Madison Asset Management
Wisconsin
$71M +$1.28M +41,058 +2%
CS
66
Credit Suisse
Switzerland
$71M +$1.04M +33,390 +1%
MAMU
67
Marathon Asset Management (UK)
United Kingdom
$71M -$9.01M -286,705 -11%
BAM
68
Burgundy Asset Management
Ontario, Canada
$70.7M -$291K -9,272 -0.4%
MCI
69
McDonald Capital Investors
California
$68.1M -$888K -28,394 -1%
BAMCO Inc
70
BAMCO Inc
New York
$66.6M -$37.2M -1,190,644 -36%
CC
71
Cannell & Co
New York
$63.6M +$9.83M +314,290 +18%
BRIM
72
Broad Run Investment Management
Virginia
$60M -$1.95M -62,269 -3%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$57.8M +$35M +1,118,396 +153%
CAM
74
Cidel Asset Management
Ontario, Canada
$54.1M -$2.11M -67,294 -4%
DMIC
75
Dixon Mitchell Investment Counsel
British Columbia, Canada
$53.9M -$139K -4,429 -0.3%
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