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Brookfield
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Overview Fund Activity

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.01B
2
Fidelity International
Fidelity International
Bermuda
$1.52B
3
Principal Financial Group
Principal Financial Group
Iowa
$2.04B
4
Ameriprise
Ameriprise
Minnesota
$104M
5
Bessemer Group
Bessemer Group
New Jersey
$94.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$539M
3
Goldman Sachs
Goldman Sachs
New York
$181M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$699M
5
Capital World Investors
Capital World Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
– -$467K -10,205 Closed
Walleye Capital
727
Walleye Capital
New York
– -$443K -9,694 Closed
CCM
728
Coldstream Capital Management
Washington
– -$424K -9,278 Closed
IC
729
Intersect Capital
California
– -$417K -9,108 Closed
BFM
730
Boothbay Fund Management
New York
– -$360K -7,871 Closed
GC
731
Guggenheim Capital
Illinois
– -$345K -7,543 Closed
PP
732
PDT Partners
New York
– -$336K -7,349 Closed
AC
733
ASB Consultores
Florida
– -$324K -7,081 Closed
ANTB
734
AMG National Trust Bank
Colorado
– -$319K -6,985 Closed
CC
735
Centiva Capital
New York
– -$317K -6,931 Closed
SM
736
Sciencast Management
New Jersey
– -$303K -6,556 Closed
WHG
737
Westwood Holdings Group
Texas
– -$297K -6,499 Closed
FANJ
738
Financial Architects (New Jersey)
New Jersey
– -$297K -6,491 Closed
BAM
739
Blueshift Asset Management
New Jersey
– -$294K -6,419 Closed
5L
740
55I LLC
Massachusetts
– -$283K -6,191 Closed
CCP
741
Corient Capital Partners
California
– -$272K -5,951 Closed
GGS
742
Galvin Gaustad & Stein
Arizona
– -$257K -5,618 Closed
BJL
743
Brighton Jones LLC
Washington
– -$252K -5,511 Closed
CGL
744
Clarius Group LLC
Washington
– -$268K -5,500 Closed
SW
745
SVB Wealth
Massachusetts
– -$242K -5,298 Closed
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
– -$237K -5,178 Closed
Fayez Sarofim & Co
747
Fayez Sarofim & Co
Texas
– -$236K -5,167 Closed
9WM
748
9258 Wealth Management
Ohio
– -$235K -5,137 Closed
BIP
749
Blueprint Investment Partners
North Carolina
– -$232K -5,075 Closed
IC
750
IEQ Capital
California
– -$230K -5,031 Closed
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