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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 %
LPL Financial
176
LPL Financial
California
$6.05M +$703K +22,475 +13%
CWM
177
Chemistry Wealth Management
New York
$6M +$317K +10,144 +6%
ACH
178
ArrowMark Colorado Holdings
Colorado
$5.98M +$31 +1 +0%
Brown Advisory
179
Brown Advisory
Maryland
$5.89M -$94.2K -3,014 -2%
MCM
180
Moerus Capital Management
New York
$5.87M – – –
TCCM
181
Timber Creek Capital Management
Massachusetts
$5.73M +$133K +4,265 +2%
KMC
182
Kirr Marbach & Co
Indiana
$5.65M +$1.63M +52,101 +41%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$5.61M +$43.4K +1,389 +0.8%
URS
184
Utah Retirement Systems
Utah
$5.56M – – –
Voloridge Investment Management
185
Voloridge Investment Management
Florida
$5.53M -$14.2M -452,617 -72%
CAN
186
Cetera Advisor Networks
California
$5.53M +$4.88M +155,247 +744%
GCM
187
GoodHaven Capital Management
New Jersey
$5.38M +$3.08M +98,629 +134%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$5.36M +$292K +9,353 +6%
ACM
189
Adalta Capital Management
New York
$5.33M -$15.6K -500 -0.3%
BZWA
190
Blue Zone Wealth Advisors
California
$5.33M +$149K +4,770 +3%
LDB
191
Lee, Danner & Bass
Tennessee
$5.32M – – –
Axa
192
Axa
France
$5.29M +$2.6K +83 +0%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$5.28M -$723K -23,135 -12%
EIM
194
Ervin Investment Management
Washington
$5.1M +$25.4K +813 +0.5%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$5.01M +$19.8K +615 +0.4%
Jane Street
196
Jane Street
New York
$4.96M +$4.96M +158,469 New
State of New Jersey Common Pension Fund D
197
State of New Jersey Common Pension Fund D
New Jersey
$4.89M – – –
Ensign Peak Advisors
198
Ensign Peak Advisors
Utah
$4.46M – – –
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$4.45M +$3.39M +108,246 +317%
TC
200
Tacita Capital
Ontario, Canada
$4.41M -$31.4K -1,000 -0.7%
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