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Brookfield
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Overview Fund Activity

734 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 237 increasing their positions, 247 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.62%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.28%
New
70
Increased
237
Reduced
247
Closed
63
Calls
$29M
Puts
$86.3M
Net Calls
-$57.3M
Net Calls Change
-$2.77M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.46B
2
Goldman Sachs
Goldman Sachs
New York
$399M
3
Select Equity Group
Select Equity Group
New York
$200M
4
TPM
Triasima Portfolio Management
Quebec, Canada
$85.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$729M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.92B
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18B
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.6M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
751
Bayesian Capital Management
New York
– -$483K -9,886 Closed
Susquehanna International Group
752
Susquehanna International Group
Pennsylvania
– -$456K -9,350 Closed
VOYA Investment Management
753
VOYA Investment Management
Georgia
– -$442K -9,047 Closed
NA
754
NewEdge Advisors
Louisiana
– -$426K -8,738 Closed
DWM
755
Destination Wealth Management
California
– -$367K -7,515 Closed
AGP
756
Autumn Glory Partners
Texas
– -$348K -7,137 Closed
XT
757
XTX Topco
Cayman Islands
– -$317K -6,502 Closed
MPM
758
MBB Public Markets
Illinois
– -$314K -6,432 Closed
RWB
759
RMR Wealth Builders
New Jersey
– -$296K -6,060 Closed
COF
760
Capital One Financial
Virginia
– -$274K -5,612 Closed
VIMU
761
Veritas Investment Management (UK)
United Kingdom
– -$330K -5,351 Closed
PA
762
Pinnacle Associates
New York
– -$261K -5,351 Closed
IWM
763
IHT Wealth Management
Illinois
– -$250K -5,120 Closed
QTM
764
qPULA Trading Management
New York
– -$235K -4,824 Closed
W
765
Wealthsimple
Ontario, Canada
– -$228K -4,659 Closed
CIA
766
Capital Investment Advisors
Georgia
– -$215K -4,414 Closed
PFA
767
Pettinga Financial Advisors
Indiana
– -$212K -4,341 Closed
FNBSF
768
First National Bank Sioux Falls
South Dakota
– -$210K -4,306 Closed
VIA
769
Vident Investment Advisory
Georgia
– -$208K -4,252 Closed
PWP
770
Principle Wealth Partners
Connecticut
– -$207K -4,237 Closed
MCM
771
MAI Capital Management
Ohio
– -$204K -4,186 Closed
GL
772
Graypoint LLC
New York
– -$204K -4,176 Closed
OFW
773
Omnia Family Wealth
Florida
– -$204K -4,174 Closed
JWBC
774
J.W. Burns & Co
New York
– -$203K -4,165 Closed
CIC
775
Carnegie Investment Counsel
Ohio
– -$203K -4,153 Closed
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