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Brookfield
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Overview Fund Activity

686 hedge funds and large institutions have $38.9B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-27
Holders Change %
-3.79%
% of All Funds
11.86%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.26%
New
42
Increased
227
Reduced
250
Closed
58
Calls
$28.1M
Puts
$67.6M
Net Calls
-$39.5M
Net Calls Change
-$10.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$118M
2
Viking Global Investors
Viking Global Investors
Connecticut
$603M
3
Capital World Investors
Capital World Investors
California
$767M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.9B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$464M
2
Fidelity International
Fidelity International
Bermuda
$1.34B
3
OAC
OMERS Administration Corp
Ontario, Canada
$75.8M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$742M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHA
151
Jackson Hill Advisors
Texas
$12.9M -$470K -14,226 -4%
CA
152
Callahan Advisors
Texas
$12.5M -$238K -7,202 -2%
Creative Planning
153
Creative Planning
Kansas
$12.5M +$393K +11,882 +3%
Citigroup
154
Citigroup
New York
$12.3M -$6.38M -191,901 -34%
MMA
155
Mizuho Markets Americas
New York
$12.3M – – –
PCIG
156
Partners Capital Investment Group
Massachusetts
$12.2M -$79.4K -2,403 -0.6%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$12M -$957K -28,784 -7%
LKIM
158
Lawson Kroeker Investment Management
Nebraska
$11.9M -$29.1K -881 -0.2%
VDBMI
159
Van Den Berg Management I
Texas
$11.4M -$153K -4,635 -1%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$10.8M +$1.73M +52,287 +19%
HIM
161
Hillsdale Investment Management
Ontario, Canada
$10.7M -$6.56M -198,662 -38%
MFAM
162
Motley Fool Asset Management
Virginia
$10.6M -$275K -8,305 -3%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$10.2M +$258K +7,801 +3%
GEM
164
Global Endowment Management
North Carolina
$9.9M +$1.32M +39,937 +15%
Mariner
165
Mariner
Kansas
$9.85M +$753K +22,765 +8%
NC
166
Nekton Capital
United Kingdom
$9.62M – – –
UCFA
167
United Capital Financial Advisors
Texas
$9.29M -$603K -18,253 -6%
SAM
168
Silvercrest Asset Management
New York
$8.89M -$322K -9,751 -3%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$8.83M -$128K -3,867 -1%
LIP
170
Liontrust Investment Partners
United Kingdom
$8.48M – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$8.41M +$66.8K +2,019 +0.8%
RG
172
Rathbones Group
United Kingdom
$8.36M +$146K +4,384 +2%
LOPW
173
Live Oak Private Wealth
North Carolina
$8.17M +$2.87M +86,750 +54%
William Blair & Company
174
William Blair & Company
Illinois
$8.11M +$346K +7,681 +4%
CI
175
Capital International
California
$7.91M -$199K -6,020 -2%
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