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Brookfield
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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 %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$11.7M -$2.45M -77,853 -17%
MWM
152
Madison Wealth Management
Ohio
$11.6M -$2.5M -79,575 -18%
Citigroup
153
Citigroup
New York
$11.6M -$8.52K -271 -0.1%
OAG
154
Orbis Allan Gray
Bermuda
$11.5M +$11.5M +364,963 New
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M -$2.24M -71,150 -16%
CII
156
Capital International Inc
California
$11.4M -$18.3M -582,142 -62%
EP
157
Edgestream Partners
New Jersey
$11.3M +$5.12M +162,812 +83%
IUHSA
158
Itau Unibanco Holding S.A.
Brazil
$10.5M +$10.5M +359,069 New
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$10.4M -$2.75M -87,350 -21%
Creative Planning
160
Creative Planning
Kansas
$10.2M -$1.71M -54,448 -14%
MMA
161
Mizuho Markets Americas
New York
$9.44M -$2.24M -71,100 -19%
KCM
162
Kingdon Capital Management
New York
$9.44M +$9.44M +300,000 New
LKIM
163
Lawson Kroeker Investment Management
Nebraska
$9.08M -$2.2M -69,809 -19%
SAM
164
Silvercrest Asset Management
New York
$8.62M +$163K +5,188 +2%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$8.29M -$1.99M -63,383 -19%
Jane Street
166
Jane Street
New York
$7.86M -$4.76M -151,434 -38%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$7.77M -$1.93M -61,355 -20%
PIC
168
PCJ Investment Counsel
Ontario, Canada
$7.23M +$857K +27,249 +13%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$7.2M -$1.2M -38,092 -14%
Mariner
170
Mariner
Kansas
$7.05M -$2.32M -73,806 -25%
CPIG
171
Chicago Partners Investment Group
Illinois
$6.94M -$866K -23,488 -11%
Osaic Holdings
172
Osaic Holdings
Arizona
$6.57M -$821K -26,096 -11%
Legal & General Group
173
Legal & General Group
United Kingdom
$6.44M -$271M -8,618,758 -98%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$6.41M -$1.59M -50,600 -20%
LOPW
175
Live Oak Private Wealth
North Carolina
$6.4M -$1.38M -43,707 -18%
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