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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$729M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.92B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18B
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$25.6M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLCM
101
Greenlea Lane Capital Management
Connecticut
$53.4M +$1.7M +37,125 +3%
PPA
102
Parametric Portfolio Associates
Washington
$53.1M +$2.2M +48,028 +4%
BFS
103
Baskin Financial Services
Ontario, Canada
$52.4M -$655K -14,330 -1%
QI
104
QV Investors
Alberta, Canada
$52.3M -$1.94M -42,418 -4%
Northern Trust
105
Northern Trust
Illinois
$51.7M -$488K -10,669 -0.9%
MFWM
106
Motley Fool Wealth Management
Virginia
$51.4M +$25M +547,257 +95%
BMO
107
Beck Mack & Oliver
New York
$50.7M -$306K -6,685 -0.6%
Canada Life
108
Canada Life
Manitoba, Canada
$43M -$799K -16,474 -2%
MIM
109
Manitou Investment Management
Ontario, Canada
$42.9M +$2.45M +53,587 +6%
Nuveen Asset Management
110
Nuveen Asset Management
Illinois
$42.8M -$21.3M -469,260 -33%
LM
111
Lincluden Management
Ontario, Canada
$41.9M +$8.9M +194,792 +27%
ESBC
112
E.S. Barr & Co
Kentucky
$41.9M -$454K -9,929 -1%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$38.6M +$1.36M +29,714 +4%
TAM
114
Third Avenue Management
New York
$38.6M -$1.74M -38,051 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.5M -$1.2M -26,348 -3%
PMG
116
Private Management Group
California
$37.3M -$177K -3,881 -0.5%
KS
117
Karpas Strategies
Connecticut
$33.6M +$628K +13,738 +2%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$32.2M +$6.26M +136,810 +24%
CAI
119
Capital Advisors Inc
Oklahoma
$32.2M -$7.6M -166,180 -19%
FFA
120
First Foundation Advisors
California
$31.7M +$697K +15,247 +2%
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
$30.8M +$440K +9,629 +1%
LCP
122
LGT Capital Partners
Switzerland
$30.6M -$4.7M -102,671 -13%
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
$30.4M +$1.15M +25,122 +4%
GCA
124
Guardian Capital Advisors
Ontario, Canada
$30M +$1.64M +37,303 +6%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$28.4M +$703K +15,377 +3%
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5
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