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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 %
TCM
201
Tandem Capital Management
New Jersey
$4.32M -$183K -5,850 -4%
GWM
202
Graybill Wealth Management
Illinois
$4.21M +$98.8K +3,159 +2%
PCA
203
Providence Capital Advisors
North Carolina
$4.21M -$20.7K -663 -0.5%
RG
204
Rathbones Group
United Kingdom
$4.18M +$73.9K +2,352 +2%
LD
205
Lipe & Dalton
New York
$4.12M -$6.22K -199 -0.2%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$4.03M +$208K +6,610 +5%
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
$3.95M +$3.95M +126,439 New
William Blair & Company
208
William Blair & Company
Illinois
$3.95M -$63.5K -2,031 -2%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$3.89M +$514K +16,452 +15%
MBI
210
Montrusco Bolton Investments
Quebec, Canada
$3.85M -$29.2M -929,568 -88%
TYCC
211
Texas Yale Capital Corp
Florida
$3.85M -$4.69K -150 -0.1%
SSB
212
Sandy Spring Bank
Maryland
$3.69M -$112K -3,590 -3%
PIC
213
PCJ Investment Counsel
Ontario, Canada
$3.69M -$277K -8,850 -7%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$3.53M +$453K +14,481 +15%
DR
215
Davis Rea
Ontario, Canada
$3.48M -$226K -7,190 -6%
SWM
216
Salvus Wealth Management
New Jersey
$3.44M +$375K +12,007 +12%
RG
217
Retirement Group
California
$3.39M +$110K +3,463 +3%
Luther King Capital Management (LKCM)
218
Luther King Capital Management (LKCM)
Texas
$3.37M +$14K +449 +0.4%
KJHP
219
K.J. Harrison & Partners
Ontario, Canada
$3.36M +$8.23K +262 +0.2%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$3.32M -$421K -13,456 -11%
PFP
221
Pinnacle Financial Partners
Tennessee
$3.32M -$21.2K -676 -0.6%
AllianceBernstein
222
AllianceBernstein
Tennessee
$3.31M +$32.2K +1,029 +1%
LFM
223
LGT Fund Management
Liechtenstein
$3.31M +$747K +24,633 +29%
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$3.26M +$2.41M +77,179 +283%
SF
225
Synovus Financial
Georgia
$3.19M +$230K +7,344 +8%
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