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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 %
RG
176
Rathbones Group
United Kingdom
$6.34M -$1.56M -49,731 -20%
VDBMI
177
Van Den Berg Management I
Texas
$6.29M -$4.52M -143,555 -42%
ACH
178
ArrowMark Colorado Holdings
Colorado
$6.19M -$930K -29,571 -13%
EIM
179
Ervin Investment Management
Washington
$6.01M -$22.1K -716 -0.4%
CAM
180
ClariVest Asset Management
California
$5.93M +$221K +7,026 +4%
MCM
181
Moerus Capital Management
New York
$5.91M -$1.4M -44,523 -19%
NFC
182
Northeast Financial Consultants
Connecticut
$5.9M -$1.4M -44,427 -19%
Truist Financial
183
Truist Financial
North Carolina
$5.82M -$1.64M -51,986 -22%
TPCM
184
Templeton & Phillips Capital Management
Tennessee
$5.69M +$5.69M +181,006 New
ACM
185
Adalta Capital Management
New York
$5.67M -$992K -31,538 -15%
PI
186
Parkside Investments
Illinois
$5.63M -$993K -31,558 -15%
TCCM
187
Timber Creek Capital Management
Massachusetts
$5.58M -$1.28M -40,629 -19%
ACM
188
Aquatic Capital Management
Illinois
$5.58M +$5M +158,969 +863%
TC
189
TownSquare Capital
Utah
$5.54M +$2.32M +73,694 +72%
CI
190
Capital International
California
$5.51M -$2.01M -63,858 -27%
NWM
191
Nicola Wealth Management
British Columbia, Canada
$5.48M -$1.3M -41,404 -19%
LDB
192
Lee, Danner & Bass
Tennessee
$5.45M -$1.29M -41,061 -19%
WJWM
193
Williams Jones Wealth Management
New York
$5.33M +$43.7K +1,388 +0.8%
CWM
194
Chemistry Wealth Management
New York
$5.25M -$996K -31,669 -16%
HLCM
195
Hi-Line Capital Management
South Dakota
$5.24M +$5.24M +166,689 New
CG
196
Colony Group
Massachusetts
$5.18M -$760K -24,171 -13%
PG
197
Pendal Group
Australia
$5.17M -$1.42M -32,569 -22%
MGWM
198
Marks Group Wealth Management
Minnesota
$5.03M +$49.5K +1,573 +1%
BZWA
199
Blue Zone Wealth Advisors
California
$4.98M -$1.13M -35,919 -19%
Axa
200
Axa
France
$4.97M -$1.53M -48,627 -24%
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