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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.

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
PVI
1
Partners Value Investments
Bermuda
$4.18B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$1.99B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M
4
NHAS
4
Novo Holdings A/S
Denmark
$121M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$314M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$19.2K
2
Fidelity International
2
Fidelity International
Bermuda
$488M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$580M
4
Goldman Sachs
4
Goldman Sachs
New York
$182M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$78.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$4.18B 133,722,910 +133,722,910 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.3B 105,686,082 +2,752,434 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.99B 63,734,864 +5,192,256 +9%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.98B 55,177,535 +363,493 +0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.73B 55,429,678 +1,016,222 +2%
Capital World Investors
6
Capital World Investors
California
$765M 24,449,158 +601,834 +3%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$725M 23,070,178 -218,079 -0.9%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$717M 22,840,717 -722,606 -3%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$714M 22,820,619 -282,671 -1%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$635M 20,312,486 +242,567 +1%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$603M 19,233,299 +3,331,522 +21%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$580M 19,271,681 -3,360,464 -15%
First Manhattan
13
First Manhattan
New York
$571M 18,320,395 +541,551 +3%
ACM
14
AKRE Capital Management
Virginia
$567M 18,144,651 -159,662 -0.9%
EIG
15
EdgePoint Investment Group
Ontario, Canada
$520M 16,633,765 -1,033,147 -6%
Norges Bank
16
Norges Bank
Norway
$497M 15,885,645 +99,108 +0.6%
Fidelity International
17
Fidelity International
Bermuda
$488M 15,617,990 -5,680,692 -27%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$473M 15,088,941 -530,415 -3%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$408M 12,974,005 +125,460 +1%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$355M 11,367,013 +334,106 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$314M 10,025,978 +2,752,801 +38%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$305M 9,755,450 +394,088 +4%
DC
23
Davenport & Co
Virginia
$298M 9,540,134 +1,357,479 +17%
MG
24
Markel Group
Virginia
$273M 8,715,741 – –
Neuberger Berman Group
25
Neuberger Berman Group
New York
$243M 7,771,608 +86,074 +1%
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