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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 %
ECAM
151
East Coast Asset Management
Massachusetts
$10.5M +$1.04M +33,326 +11%
CPIG
152
Chicago Partners Investment Group
Illinois
$10.3M +$1.85M +60,248 +22%
Creative Planning
153
Creative Planning
Kansas
$9.59M +$328K +10,500 +4%
MMA
154
Mizuho Markets Americas
New York
$9.38M – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$9.07M -$889K -28,437 -9%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$8.91M +$108K +3,462 +1%
LKIM
157
Lawson Kroeker Investment Management
Nebraska
$8.48M -$26.6K -850 -0.3%
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$8.14M +$264K +8,408 +3%
Baillie Gifford & Co
159
Baillie Gifford & Co
United Kingdom
$8.08M -$662K -21,177 -8%
MWM
160
Madison Wealth Management
Ohio
$8M -$1.66M -53,227 -17%
T. Rowe Price Associates
161
T. Rowe Price Associates
Maryland
$7.45M -$32M -1,022,525 -81%
NFC
162
Northeast Financial Consultants
Connecticut
$7.34M – – –
MFAM
163
Motley Fool Asset Management
Virginia
$7.29M +$7.29M +232,989 New
FFAM
164
Forge First Asset Management
Canada
$7.2M +$2.74M +87,400 +62%
TP
165
TenCore Partners
New York
$7.16M -$1.17M -37,560 -14%
FRAF
166
Första AP-fonden
Sweden
$7.13M +$1.54M +48,900 +27%
LOPW
167
Live Oak Private Wealth
North Carolina
$6.97M +$119K +3,820 +2%
Mariner
168
Mariner
Kansas
$6.94M -$118K -3,782 -2%
Legal & General Group
169
Legal & General Group
United Kingdom
$6.89M – – –
SAM
170
Silvercrest Asset Management
New York
$6.78M -$2.07M -66,046 -23%
VDBMI
171
Van Den Berg Management I
Texas
$6.72M +$30.8K +986 +0.5%
TC
172
TownSquare Capital
Utah
$6.7M -$15.4K -494 -0.2%
PI
173
Parkside Investments
Illinois
$6.52M +$72.3K +2,312 +1%
Truist Financial
174
Truist Financial
North Carolina
$6.51M +$74.7K +2,390 +1%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$6.07M +$21.8K +698 +0.4%
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