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Brookfield
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Overview Fund Activity

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.01B
2
Fidelity International
Fidelity International
Bermuda
$1.52B
3
Principal Financial Group
Principal Financial Group
Iowa
$2.04B
4
Ameriprise
Ameriprise
Minnesota
$104M
5
Bessemer Group
Bessemer Group
New Jersey
$94.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$539M
3
Goldman Sachs
Goldman Sachs
New York
$181M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$699M
5
Capital World Investors
Capital World Investors
California
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Callahan Advisors
Texas
$13.9M +$588K +16,365 +4%
Twin Tree Management
152
Twin Tree Management
Texas
$13.7M +$13.5M +376,789 +12,472%
EBSAM
153
Eubel Brady & Suttman Asset Management
Ohio
$13.4M +$13.4M +373,997 New
Nuveen Asset Management
154
Nuveen Asset Management
Illinois
$13.4M -$20.6M -572,474 -61%
MMA
155
Mizuho Markets Americas
New York
$13.3M +$13.3M +371,100 New
PCIG
156
Partners Capital Investment Group
Massachusetts
$13.3M -$5.42M -150,887 -29%
DR
157
Davis Rea
Ontario, Canada
$13.2M +$13.2M +367,185 +31,818%
Creative Planning
158
Creative Planning
Kansas
$13.2M -$538K -14,962 -4%
LKIM
159
Lawson Kroeker Investment Management
Nebraska
$12.9M -$18.3K -508 -0.1%
VDBMI
160
Van Den Berg Management I
Texas
$12.5M +$180K +5,012 +1%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$12.2M -$13.2M -366,011 -52%
LOAME
162
Lombard Odier Asset Management (Europe)
United Kingdom
$12.1M -$2.45M -68,271 -17%
MFAM
163
Motley Fool Asset Management
Virginia
$12M -$4.86M -134,018 -29%
CLCM
164
Center Lake Capital Management
Florida
$11.3M +$11.3M +309,250 New
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$10.8M -$185K -5,155 -2%
UCFA
166
United Capital Financial Advisors
Texas
$10.8M +$544K +15,141 +5%
NC
167
Nekton Capital
United Kingdom
$10.5M +$10.5M +291,159 New
EP
168
Edgestream Partners
New Jersey
$10.1M +$5.67M +157,599 +127%
Axa
169
Axa
France
$10.1M -$8.29M -230,630 -45%
SAM
170
Silvercrest Asset Management
New York
$10M -$186K -5,165 -2%
WBC
171
Westpac Banking Corp
Australia
$9.93M -$239K -5,159 -2%
Mariner
172
Mariner
Kansas
$9.89M +$921K +25,617 +10%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$9.87M -$255K -7,101 -3%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$9.74M -$35.5K -988 -0.4%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.41M -$653K -18,202 -6%
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