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Brookfield
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Overview Fund Activity

617 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-22
Holders Change %
-3.44%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.77%
New
64
Increased
229
Reduced
193
Closed
72
Calls
$49.5M
Puts
$86.3M
Net Calls
-$36.7M
Net Calls Change
-$23.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.77B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$309M
3
Fidelity International
Fidelity International
Bermuda
$830M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.35B
5
SI
Scharf Investments
California
$113M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$232M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
APG Asset Management
APG Asset Management
Netherlands
$1.8M
5
Franklin Resources
Franklin Resources
California
$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$18.2M -$49.3K -1,514 -0.3%
WBC
127
Westpac Banking Corp
Australia
$17.8M +$17.8M +404,082 New
PGH
128
Partners Group Holding
Switzerland
$17.1M +$2.74M +84,014 +19%
TAM
129
Third Avenue Management
New York
$17M +$19K +584 +0.1%
NC
130
Nekton Capital
United Kingdom
$16.8M – – –
SIC
131
Schwartz Investment Counsel
Michigan
$16M -$22.4M -688,279 -58%
SSWM
132
Smith Salley Wealth Management
North Carolina
$15.7M +$423K +12,975 +3%
WCA
133
Waratah Capital Advisors
Ontario, Canada
$15.5M -$4.7M -144,367 -23%
BONST
134
Bank of Nova Scotia Trust
Ontario, Canada
$15.3M +$145K +4,436 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15M -$2.21M -67,900 -13%
JHA
136
Jackson Hill Advisors
Texas
$14.6M +$2.1M +64,500 +17%
KFC
137
Klingenstein Fields & Co
New York
$14.6M +$113K +3,463 +0.8%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$13.9M +$903K +27,696 +7%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$13.6M -$484K -14,854 -3%
MFWM
140
Motley Fool Wealth Management
Virginia
$13.5M -$138K -4,245 -1%
AFIA
141
America First Investment Advisors
Nebraska
$13.4M +$443K +13,589 +3%
HLCM
142
Hi-Line Capital Management
South Dakota
$13.1M +$7.68M +235,758 +141%
IMPI
143
Ilmarinen Mutual Pension Insurance
Finland
$13M – – –
OAG
144
Orbis Allan Gray
Bermuda
$12.8M +$950K +29,149 +8%
CCA
145
Cobblestone Capital Advisors
New York
$12.8M -$465K -14,278 -4%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$12.7M +$588K +18,067 +5%
TPM
147
Triasima Portfolio Management
Quebec, Canada
$12.6M -$26.4M -811,537 -68%
PIC
148
Portland Investment Counsel
Ontario, Canada
$12.5M +$10.8M +330,562 +607%
Public Sector Pension Investment Board (PSP Investments)
149
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M +$635K +19,524 +5%
CA
150
Callahan Advisors
Texas
$12.4M +$12.4M +381,765 New
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