BN icon

Brookfield
BN

Overview Fund Activity

639 hedge funds and large institutions have $29.6B invested in Brookfield in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 65 increasing their positions, 492 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-47
Holders Change %
-6.85%
% of All Funds
10.31%
Holding in Top 10
44
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-39.73%
% of All Funds
0.71%
New
81
Increased
65
Reduced
492
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$68.8M
2
JFG
Jefferies Financial Group
New York
$58.1M
3
TPM
Triasima Portfolio Management
Quebec, Canada
$37.7M
4
Renaissance Technologies
Renaissance Technologies
New York
$78.7M
5
NEI
Northwest & Ethical Investments
Ontario, Canada
$29.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$785M
2
BC
Brookfield Corp
Ontario, Canada
$4.15B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11B
4
Fidelity International
Fidelity International
Bermuda
$657M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
126
Compagnie Lombard Odier SCmA
Switzerland
$17.8M +$17.8M +565,900 New
HighTower Advisors
127
HighTower Advisors
Illinois
$17.6M -$3.43M -108,949 -16%
RCW
128
Rheos Capital Works
Japan
$17.5M +$207K +6,713 +1%
Marshall Wace
129
Marshall Wace
United Kingdom
$17.2M +$14.6M +464,335 +560%
Grantham, Mayo, Van Otterloo & Co (GMO)
130
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.6M -$6.24M -198,221 -27%
OGC
131
Oak Grove Capital
New Hampshire
$16.6M -$4.6M -146,081 -22%
TAM
132
Third Avenue Management
New York
$16.4M -$4.35M -138,428 -21%
NC
133
Nekton Capital
United Kingdom
$16.3M +$7.09M +225,478 +77%
CSS
134
Cubist Systematic Strategies
Connecticut
$15.6M +$10.8M +343,609 +225%
SSWM
135
Smith Salley Wealth Management
North Carolina
$14.8M -$3.45M -109,672 -19%
BONST
136
Bank of Nova Scotia Trust
Ontario, Canada
$14.6M -$3.95M -125,619 -21%
KFC
137
Klingenstein Fields & Co
New York
$14M -$3.52M -111,759 -20%
PGH
138
Partners Group Holding
Switzerland
$13.8M -$3.44M -109,389 -20%
EBSAM
139
Eubel Brady & Suttman Asset Management
Ohio
$13.7M -$2.82M -89,548 -17%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$13.6M +$2.32M +73,740 +20%
CGIM
141
Capital Group Investment Management
Singapore
$13.5M +$13.5M +430,225 New
MFWM
142
Motley Fool Wealth Management
Virginia
$13.2M -$3.68M -117,119 -22%
FBCM
143
Fort Baker Capital Management
California
$13.2M +$13.2M +418,360 New
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$13.1M -$356M -11,327,214 -96%
CCA
145
Cobblestone Capital Advisors
New York
$12.8M -$3.34M -106,188 -21%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$12.6M -$29.4M -934,510 -70%
IMPI
147
Ilmarinen Mutual Pension Insurance
Finland
$12.6M -$2.98M -94,800 -19%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$12.5M -$3.36M -106,659 -21%
AFIA
149
America First Investment Advisors
Nebraska
$12.5M -$2.46M -78,149 -16%
JHA
150
Jackson Hill Advisors
Texas
$12.1M -$185K -5,892 -2%
4 5
6
7 8