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Brookfield
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Overview Fund Activity

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$1.98B
3
SCP
3
Soroban Capital Partners
New York
$404M
4
Morgan Stanley
4
Morgan Stanley
New York
$552M
5
Goldman Sachs
5
Goldman Sachs
New York
$496M

Top Sellers

1
PVI
1
Partners Value Investments
Bermuda
$4.85B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4B
3
Fidelity International
3
Fidelity International
Bermuda
$471M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$375M
5
Franklin Resources
5
Franklin Resources
California
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRIM
76
Broad Run Investment Management
Virginia
$64.5M -$12.5M -310,530 -16%
SRAIM
77
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$61.8M -$1.27M -31,539 -2%
JVBC
78
J.V. Bruni & Co
Colorado
$60.6M +$56.2K +1,401 +0.1%
RJA
79
Raymond James & Associates
Florida
$58M -$1.45M -36,158 -2%
SFG
80
Sather Financial Group
Texas
$55.8M +$457K +11,379 +0.8%
CAM
81
Cidel Asset Management
Ontario, Canada
$54M -$15.4M -380,992 -22%
Deutsche Bank
82
Deutsche Bank
Germany
$53.8M -$5.54M -138,173 -9%
CIM
83
Confluence Investment Management
Missouri
$53.4M -$1.75M -43,731 -3%
Stifel Financial
84
Stifel Financial
Missouri
$53.2M -$418K -10,421 -0.8%
CQS
85
Credential Qtrade Securities
$52.2M +$680K +16,946 +1%
HKAM
86
Horizon Kinetics Asset Management
New York
$50.4M -$1.12M -28,018 -2%
Citadel Advisors
87
Citadel Advisors
Florida
$49.1M +$19.5M +487,279 +66%
BAMCO Inc
88
BAMCO Inc
New York
$48.4M -$37M -921,478 -43%
Amundi
89
Amundi
France
$47.2M +$1.29M +32,916 +3%
IIM
90
Intact Investment Management
Quebec, Canada
$46.8M -$16.5M -410,740 -26%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$44.5M +$4.83M +119,758 +12%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$44.2M +$1.95M +48,610 +5%
NSCM
93
New South Capital Management
Tennessee
$43.2M -$2.14M -53,429 -5%
HWA
94
Heritage Wealth Advisors
Virginia
$42.6M +$3.74M +93,201 +10%
Lazard Asset Management
95
Lazard Asset Management
New York
$41.3M +$10.9M +272,556 +36%
LM
96
Lincluden Management
Ontario, Canada
$40.9M -$7.65M -190,774 -16%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$38.6M +$7.46M +186,148 +24%
Northern Trust
98
Northern Trust
Illinois
$37.7M +$681K +16,966 +2%
BFS
99
Baskin Financial Services
Ontario, Canada
$36.6M +$172K +4,301 +0.5%
SCTC
100
Sanibel Captiva Trust Company
Florida
$36.2M +$36.2M +902,062 New
2 3
4
5 6