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Brookfield
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Overview Fund Activity

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$1.32B
2
Capital World Investors
2
Capital World Investors
California
$1.98B
3
SCP
3
Soroban Capital Partners
New York
$404M
4
Morgan Stanley
4
Morgan Stanley
New York
$552M
5
Goldman Sachs
5
Goldman Sachs
New York
$496M

Top Sellers

1
PVI
1
Partners Value Investments
Bermuda
$4.85B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4B
3
Fidelity International
3
Fidelity International
Bermuda
$471M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$375M
5
Franklin Resources
5
Franklin Resources
California
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$4.85B 120,968,883 -12,754,027 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4B 99,769,409 -5,916,673 -6%
Principal Financial Group
3
Principal Financial Group
Iowa
$2.54B 63,308,901 -425,963 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.26B 56,417,198 +987,520 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.15B 53,507,518 -1,670,017 -3%
Capital World Investors
6
Capital World Investors
California
$1.98B 49,424,522 +24,975,364 +102%
BC
7
Brookfield Corp
Ontario, Canada
$1.32B 32,934,574 +32,933,960 +5,363,837%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$1.07B 26,542,983 +3,702,266 +16%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$907M 22,503,592 -566,586 -2%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$895M 22,306,538 -514,081 -2%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$771M 19,215,636 -56,045 -0.3%
ACM
12
AKRE Capital Management
Virginia
$724M 18,053,491 -91,160 -0.5%
First Manhattan
13
First Manhattan
New York
$720M 17,950,287 -370,108 -2%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$703M 17,525,756 -2,786,730 -14%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$660M 16,452,620 -2,780,679 -14%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$651M 16,187,795 +1,098,854 +7%
Norges Bank
17
Norges Bank
Norway
$614M 15,308,439 -577,206 -4%
EIG
18
EdgePoint Investment Group
Ontario, Canada
$561M 13,981,059 -2,652,706 -16%
Morgan Stanley
19
Morgan Stanley
New York
$552M 13,750,742 +6,905,029 +101%
Goldman Sachs
20
Goldman Sachs
New York
$496M 12,365,922 +6,540,475 +112%
Fidelity International
21
Fidelity International
Bermuda
$471M 11,735,432 -3,882,558 -25%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$429M 10,697,595 +671,617 +7%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$418M 10,409,473 -957,540 -8%
DC
24
Davenport & Co
Virginia
$416M 10,335,443 +795,309 +8%
SCP
25
Soroban Capital Partners
New York
$404M 10,060,586 +7,373,993 +274%
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