BN icon

Brookfield
BN

Overview Fund Activity

617 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 193 reducing their positions, and 72 closing their positions.

Holders
617
Holders Change
-22
Holders Change %
-3.44%
% of All Funds
9.88%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
0.77%
New
64
Increased
229
Reduced
193
Closed
72
Calls
$49.5M
Puts
$86.3M
Net Calls
-$36.7M
Net Calls Change
-$23.5M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.77B
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$309M
3
Fidelity International
3
Fidelity International
Bermuda
$830M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.35B
5
SI
5
Scharf Investments
California
$113M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$232M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$1.8M
5
Franklin Resources
5
Franklin Resources
California
$96.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$4.36B 133,723,524 +1,835,778 +1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.35B 102,787,277 +4,048,368 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.77B 54,129,773 +36,162,947 +201%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.73B 53,020,933 +2,246,576 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.56B 47,729,634 -1,655,860 -3%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$881M 27,076,436 -1,218,132 -4%
Fidelity International
7
Fidelity International
Bermuda
$830M 25,474,211 +4,567,237 +22%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$804M 24,686,137 +1,122,703 +5%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$764M 23,451,335 -1,184,026 -5%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$689M 21,170,729 +1,604,945 +8%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$647M 19,851,733 +910,504 +5%
Capital World Investors
12
Capital World Investors
California
$626M 19,213,735 +312,712 +2%
ACM
13
AKRE Capital Management
Virginia
$593M 18,186,754 +820,001 +5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$585M 17,966,530 -1,123,282 -6%
First Manhattan
15
First Manhattan
New York
$577M 17,760,055 +1,341,158 +8%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$576M 17,691,569 +470,222 +3%
Norges Bank
17
Norges Bank
Norway
$479M 14,703,832 -652,350 -4%
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$415M 12,766,475 -16,165 -0.1%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$364M 11,159,741 +127,413 +1%
EIG
20
EdgePoint Investment Group
Ontario, Canada
$310M 9,540,318 +7,749 +0.1%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$309M 9,504,672 +9,087,780 +2,180%
MG
22
Markel Group
Virginia
$284M 8,715,741 – –
Morgan Stanley
23
Morgan Stanley
New York
$284M 8,715,335 +207,796 +2%
DC
24
Davenport & Co
Virginia
$265M 8,218,344 -72,805 -0.9%
Bank of America
25
Bank of America
North Carolina
$255M 7,827,435 +826,426 +12%
1
2 3 4 5