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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, 225 increasing their positions, 208 reducing their positions, and 114 closing their positions.

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
225
Reduced
208
Closed
114
Calls
$18.9M
Puts
$32.1M
Net Calls
-$13.2M
Net Calls Change
+$26.3M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.6B
2
ACM
2
AKRE Capital Management
Virginia
$546M
3
AM
3
AGF Management
Ontario, Canada
$116M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.55B
5
Select Equity Group
5
Select Equity Group
New York
$68.8M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$785M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$39.7M
3
Fidelity International
3
Fidelity International
Bermuda
$657M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$13.1M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$4.15B 131,887,746 +1,551,233 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.11B 98,738,909 +1,825,370 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.6B 50,774,357 +4,083,149 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.55B 49,385,494 +3,004,919 +6%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$889M 28,294,568 -1,409,787 -5%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$785M 17,966,826 -44,277,565 -71%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$775M 24,635,361 +1,246,445 +5%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$740M 23,563,434 +1,036,426 +5%
Fidelity International
9
Fidelity International
Bermuda
$657M 20,906,974 -11,847,459 -36%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$615M 19,565,784 -647,702 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$600M 19,089,812 +98,164 +0.5%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$596M 18,941,229 +63,002 +0.3%
Capital World Investors
13
Capital World Investors
California
$595M 18,901,023 +141,669 +0.8%
ACM
14
AKRE Capital Management
Virginia
$546M 17,366,753 +4,000,000 +30%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$542M 17,221,347 -844,827 -5%
First Manhattan
16
First Manhattan
New York
$514M 16,418,897 +340,783 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$490M 15,586,432 -6,218,000 -29%
Norges Bank
18
Norges Bank
Norway
$483M 15,356,182 +1,191,829 +8%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$402M 12,782,640 -102,516 -0.8%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$347M 11,032,328 +167,431 +2%
Capital International Investors
21
Capital International Investors
California
$315M 10,019,675 -1,324,834 -12%
EIG
22
EdgePoint Investment Group
Ontario, Canada
$300M 9,532,569 +1,602,494 +20%
MG
23
Markel Group
Virginia
$274M 8,715,741 – –
Morgan Stanley
24
Morgan Stanley
New York
$268M 8,507,539 -760,836 -8%
DC
25
Davenport & Co
Virginia
$262M 8,291,149 +191,267 +2%
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