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Brookfield
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Overview Fund Activity

611 hedge funds and large institutions have $31.2B invested in Brookfield in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 241 increasing their positions, 169 reducing their positions, and 44 closing their positions.

Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
9.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.65%
New
65
Increased
241
Reduced
169
Closed
44
Calls
$68.4M
Puts
$20.6M
Net Calls
+$47.7M
Net Calls Change
+$21.6M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.99B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
3
NHAS
3
Novo Holdings A/S
Denmark
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$314M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.3B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
2
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
4
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCAM
101
Onex Canada Asset Management
Ontario, Canada
$25.5M -$8.72M -278,711 -25%
CAI
102
Capital Advisors Inc
Oklahoma
$25.4M +$5.59M +178,764 +28%
JFG
103
Jefferies Financial Group
New York
$24.8M +$6.28M +200,920 +34%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$24.6M +$4.2M +134,326 +21%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$24.4M +$11.4M +364,638 +89%
EBSAM
106
Eubel Brady & Suttman Asset Management
Ohio
$23.8M +$156K +4,976 +0.7%
Lazard Asset Management
107
Lazard Asset Management
New York
$23.7M +$23.7M +756,865 New
Citadel Advisors
108
Citadel Advisors
Florida
$23M +$22.2M +708,981 +2,646%
Millennium Management
109
Millennium Management
New York
$22.2M +$22.2M +711,494 New
KS
110
Karpas Strategies
Connecticut
$22.2M -$47.4K -1,515 -0.2%
PMG
111
Private Management Group
California
$21.7M -$38.8K -1,241 -0.2%
ESBC
112
E.S. Barr & Co
Kentucky
$21.1M -$159K -5,070 -0.7%
QI
113
QV Investors
Alberta, Canada
$20.7M -$48.4K -1,540 -0.2%
LCP
114
LGT Capital Partners
Switzerland
$20.4M – – –
SIC
115
Schwartz Investment Counsel
Michigan
$19.9M +$4.69M +150,000 +31%
OAG
116
Orbis Allan Gray
Bermuda
$19.8M +$409K +13,065 +2%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$19.6M +$1.54M +48,675 +9%
SJIC
118
St. James Investment Company
Texas
$19.6M +$19.6M +626,925 New
OGC
119
Oak Grove Capital
New Hampshire
$19.5M +$194K +6,200 +1%
HighTower Advisors
120
HighTower Advisors
Illinois
$19.4M +$2.43M +77,348 +14%
BMO
121
Beck Mack & Oliver
New York
$18.9M -$79.6K -2,544 -0.4%
Pictet Asset Management
122
Pictet Asset Management
Switzerland
$18.6M +$18.6M +592,672 New
Aviva
123
Aviva
United Kingdom
$18.4M +$4.79M +152,554 +35%
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$17.8M – – –
PGH
125
Partners Group Holding
Switzerland
$16.9M +$502K +16,063 +3%
3 4
5
6 7