BN icon

Brookfield
BN

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 %
EAM
751
Evanson Asset Management
California
– -$229K -5,014 Closed
DC
752
Diametric Capital
Massachusetts
– -$226K -4,948 Closed
SWP
753
Stratos Wealth Partners
Ohio
– -$225K -4,918 Closed
SC
754
Saybrook Capital
North Carolina
– -$224K -4,905 Closed
HT
755
HighTower Trust
Texas
– -$222K -4,847 Closed
CG
756
Cutler Group
California
– -$217K -4,745 Closed
JIC
757
Johnson Investment Counsel
Ohio
– -$216K -4,734 Closed
BBW
758
Blue Barn Wealth
Utah
– -$216K -4,732 Closed
ATIA
759
American Trust Investment Advisors
New Hampshire
– -$215K -4,703 Closed
BCM
760
BTR Capital Management
California
– -$215K -4,694 Closed
CAM
761
Cresset Asset Management
Illinois
– -$215K -4,693 Closed
PFS
762
Prospera Financial Services
Texas
– -$212K -4,639 Closed
CFG
763
Citizens Financial Group
Rhode Island
– -$212K -4,638 Closed
MSAM
764
Moloney Securities Asset Management
Missouri
– -$210K -4,595 Closed
GBA
765
Garrison Bradford & Associates
New York
– -$209K -4,577 Closed
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$209K -4,569 Closed
BSAM
767
Blue Square Asset Management
New York
– -$209K -4,560 Closed
AAS
768
Ameritas Advisory Services
Nebraska
– -$206K -4,510 Closed
BAM
769
Brave Asset Management
New Jersey
– -$204K -4,453 Closed
CCM
770
Chickasaw Capital Management
Tennessee
– -$203K -4,442 Closed
RMCM
771
Reynders McVeigh Capital Management
Massachusetts
– -$202K -4,425 Closed
WBCM
772
Wilson & Boucher Capital Management
California
– -$200K -4,383 Closed
PCOC
773
Power Corp of Canada
Canada
– -$167K -3,648 Closed
ACM
774
Aquatic Capital Management
Illinois
– -$164K -3,587 Closed
FFA
775
Freedman Financial Associates
Massachusetts
– -$114K -2,405 Closed
28 29 30
31
32