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Brookfield
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Overview Fund Activity

639 hedge funds and large institutions have $29.6B invested in Brookfield in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 65 increasing their positions, 492 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-47
Holders Change %
-6.85%
% of All Funds
10.31%
Holding in Top 10
44
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-39.73%
% of All Funds
0.71%
New
81
Increased
65
Reduced
492
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$68.8M
2
JFG
Jefferies Financial Group
New York
$58.1M
3
TPM
Triasima Portfolio Management
Quebec, Canada
$37.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$78.7M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$785M
2
BC
Brookfield Corp
Ontario, Canada
$4.15B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11B
4
Fidelity International
Fidelity International
Bermuda
$657M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
726
UMB Bank
Missouri
– -$191K -5,767 Closed
SWM
727
Spire Wealth Management
Virginia
– -$168K -5,073 Closed
VWM
728
Venturi Wealth Management
Texas
– -$164K -4,948 Closed
WB
729
West Bancorporation
Iowa
– -$93K -2,820 Closed
SC
730
SouthState Corp
Florida
– -$90K -2,715 Closed
MAM
731
Magellan Asset Management
Australia
– -$81K -2,460 Closed
SC
732
Seldon Capital
California
– -$67K -2,020 Closed
MAM
733
Meeder Asset Management
Ohio
– -$32K -969 Closed
GWSG
734
GPS Wealth Strategies Group
Colorado
– -$26K -787 Closed
GI
735
Gradient Investments
Minnesota
– -$25K -767 Closed
HI
736
Hudock Inc
Pennsylvania
– -$24K -735 Closed
MA
737
MUFG Americas
New York
– -$20K -615 Closed
DI
738
Disciplined Investments
Oklahoma
– -$16K -495 Closed
EARNEST Partners
739
EARNEST Partners
Georgia
– -$7K -215 Closed
WWM
740
Wagner Wealth Management
South Carolina
– -$6K -192 Closed
ACK
741
Andrew C. Karlinski
– -$5K -165 Closed
SA
742
SRH Advisors
Kansas
– -$5K -157 Closed
ST
743
Smithfield Trust
Pennsylvania
– -$5K -142 Closed
EIP
744
Ellis Investment Partners
Pennsylvania
– -$4K -139 Closed
DWP
745
Destiny Wealth Partners
Florida
– -$4K -126 Closed
CAL
746
Capital Analysts LLC
Pennsylvania
– -$4K -113 Closed
LCM
747
Logan Capital Management
Pennsylvania
– -$3K -104 Closed
AWM
748
Ameliora Wealth Management
Switzerland
– -$1K -47 Closed
Jones Financial Companies
749
Jones Financial Companies
Missouri
– -$1K -22 Closed
TF
750
Tompkins Financial
New York
– -$1K -22 Closed
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