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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 %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$4.93M +$75K +2,386 +2%
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$4.9M +$112K +3,560 +2%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$4.8M -$1.27M -40,477 -21%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$4.74M -$1.9M -60,468 -29%
UCFA
205
United Capital Financial Advisors
Texas
$4.72M -$4.12M -130,837 -47%
Ensign Peak Advisors
206
Ensign Peak Advisors
Utah
$4.63M +$1.88M +57,818 +68%
TCM
207
Tandem Capital Management
New Jersey
$4.62M -$1.11M -35,195 -19%
State of New Jersey Common Pension Fund D
208
State of New Jersey Common Pension Fund D
New Jersey
$4.61M -$1.09M -34,721 -19%
Brown Advisory
209
Brown Advisory
Maryland
$4.51M -$906K -28,793 -17%
DR
210
Davis Rea
Ontario, Canada
$4.48M -$1.2M -38,278 -21%
William Blair & Company
211
William Blair & Company
Illinois
$4.45M -$1.22M -38,692 -21%
DA
212
Duality Advisers
Florida
$4.38M +$4.38M +139,380 New
TC
213
Tacita Capital
Ontario, Canada
$4.33M -$971K -30,864 -18%
LD
214
Lipe & Dalton
New York
$4.29M -$1.06M -33,582 -20%
SI
215
Scharf Investments
California
$4.15M +$4.15M +131,900 New
RP
216
Regal Partners
Australia
$4.09M +$4.09M +129,903 New
SSB
217
Sandy Spring Bank
Maryland
$4.08M -$1.24M -39,349 -23%
CIS
218
Capital International Sarl
California
$4.07M -$938K -29,826 -19%
TYCC
219
Texas Yale Capital Corp
Florida
$4.02M -$937K -29,785 -19%
MJRIC
220
Mogy Joel R Investment Counsel
California
$4.02M -$940K -29,875 -19%
KMC
221
Kirr Marbach & Co
Indiana
$4.01M -$1.01M -32,138 -20%
BHWM
222
Bar Harbor Wealth Management
New Hampshire
$4.01M -$1.11M -35,315 -22%
GWM
223
Graybill Wealth Management
Illinois
$3.95M -$798K -25,372 -17%
TI
224
Trexquant Investment
Connecticut
$3.93M +$1.28M +40,826 +49%
ECM
225
ExodusPoint Capital Management
New York
$3.85M +$2.11M +67,111 +121%
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