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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 %
Citigroup
151
Citigroup
New York
$12.4M +$413K +12,682 +3%
GCA
152
Guardian Capital Advisors
Ontario, Canada
$11.5M -$6.49M -203,802 -36%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$10.2M -$619K -19,015 -6%
Creative Planning
154
Creative Planning
Kansas
$10.1M -$458K -14,044 -4%
MWM
155
Madison Wealth Management
Ohio
$9.9M -$2.12M -65,096 -18%
ECAM
156
East Coast Asset Management
Massachusetts
$9.87M +$9.87M +302,966 New
KCM
157
Kingdon Capital Management
New York
$9.78M – – –
MMA
158
Mizuho Markets Americas
New York
$9.78M – – –
MMC
159
Mizuho Markets Cayman
Cayman Islands
$9.78M +$9.78M +300,000 New
LKIM
160
Lawson Kroeker Investment Management
Nebraska
$9.37M -$42.5K -1,303 -0.5%
SAM
161
Silvercrest Asset Management
New York
$9.05M +$119K +3,662 +1%
Janus Henderson Group
162
Janus Henderson Group
United Kingdom
$8.58M +$5.27M +161,761 +159%
Osaic Holdings
163
Osaic Holdings
Arizona
$7.84M +$1.03M +31,691 +15%
CPIG
164
Chicago Partners Investment Group
Illinois
$7.82M +$1.53M +45,941 +24%
NFC
165
Northeast Financial Consultants
Connecticut
$7.65M +$1.54M +47,186 +25%
Mariner
166
Mariner
Kansas
$7.49M +$187K +5,729 +3%
Legal & General Group
167
Legal & General Group
United Kingdom
$7.14M +$470K +14,440 +7%
LOPW
168
Live Oak Private Wealth
North Carolina
$6.89M +$268K +8,230 +4%
Aviva
169
Aviva
United Kingdom
$6.73M -$11.7M -360,220 -64%
Truist Financial
170
Truist Financial
North Carolina
$6.63M +$594K +18,238 +10%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$6.59M -$2M -61,408 -23%
VDBMI
172
Van Den Berg Management I
Texas
$6.55M +$28.8K +884 +0.4%
AIM
173
Aigen Investment Management
New York
$6.48M +$4.04M +123,971 +166%
ACH
174
ArrowMark Colorado Holdings
Colorado
$6.42M – – –
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$6.38M -$262K -8,046 -4%
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