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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.

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

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
CIBC World Markets
New York
$16.9M – – –
TAM
127
Third Avenue Management
New York
$16.7M -$24.7K -771 -0.1%
JHA
128
Jackson Hill Advisors
Texas
$16.5M +$1.53M +49,000 +10%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$16.4M -$2.5M -79,498 -13%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$16.1M -$23.7M -756,900 -60%
SSWM
131
Smith Salley Wealth Management
North Carolina
$15.9M +$919K +29,405 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.9M +$1.44M +46,121 +10%
TPM
133
Triasima Portfolio Management
Quebec, Canada
$15.4M +$15.2M +482,702 +7,563%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$14.9M -$104K -3,310 -0.7%
CCA
135
Cobblestone Capital Advisors
New York
$14.8M -$70.6K -2,257 -0.5%
KFC
136
Klingenstein Fields & Co
New York
$14.6M +$392K +12,534 +3%
CA
137
Callahan Advisors
Texas
$14.5M +$389K +12,433 +3%
BONST
138
Bank of Nova Scotia Trust
Ontario, Canada
$13.8M -$1.71M -54,784 -11%
AFIA
139
America First Investment Advisors
Nebraska
$13.7M +$615K +19,666 +5%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$13.6M +$1.78M +57,079 +15%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$13.2M +$668K +21,276 +5%
MFWM
142
Motley Fool Wealth Management
Virginia
$12.9M +$59.1K +1,895 +0.5%
Osaic Holdings
143
Osaic Holdings
Arizona
$12.7M +$5.05M +161,292 +66%
IMPI
144
Ilmarinen Mutual Pension Insurance
Finland
$12.7M – – –
FFA
145
First Foundation Advisors
California
$12.6M -$2.59M -82,833 -17%
Citigroup
146
Citigroup
New York
$12.4M -$425K -13,518 -3%
Public Sector Pension Investment Board (PSP Investments)
147
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.9M -$227K -7,216 -2%
GCA
148
Guardian Capital Advisors
Ontario, Canada
$11.4M +$289K +8,636 +3%
HLCM
149
Hi-Line Capital Management
South Dakota
$11.2M -$26.1K -834 -0.2%
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$11M -$1.84M -58,965 -14%
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