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Brookfield
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Overview Fund Activity

577 hedge funds and large institutions have $39.9B invested in Brookfield in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 181 increasing their positions, 176 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+57
Holders Change %
+10.96%
% of All Funds
10.24%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.17%
New
106
Increased
181
Reduced
176
Closed
40
Calls
$17.5M
Puts
$18.6M
Net Calls
-$1.04M
Net Calls Change
+$37M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$161M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$57.9M
5
EVM
Eaton Vance Management
Massachusetts
+$45.7M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$340M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$112M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.8M
4
Principal Financial Group
Principal Financial Group
Iowa
-$67.7M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
226
Liontrust Investment Partners
United Kingdom
$3.09M +$3.09M +93,175 New
PP
227
PDT Partners
New York
$3.03M -$6.94M -209,519 -70%
CPIG
228
Chicago Partners Investment Group
Illinois
$3M +$519K +16,798 +21%
BFC
229
Blue Fin Capital
Rhode Island
$3M -$194K -5,864 -6%
D.E. Shaw & Co
230
D.E. Shaw & Co
New York
$3M -$10.8M -325,086 -78%
Schroder Investment Management Group
231
Schroder Investment Management Group
United Kingdom
$2.97M +$520K +12,313 +21%
Allianz Asset Management
232
Allianz Asset Management
Germany
$2.96M -$383K -11,540 -11%
SF
233
Synovus Financial
Georgia
$2.96M -$13.5K -409 -0.5%
LIM
234
Leavell Investment Management
Alabama
$2.92M -$170K -5,128 -5%
EIP
235
Easterly Investment Partners
Massachusetts
$2.84M +$2.84M +85,608 New
PCM
236
PenderFund Capital Management
British Columbia, Canada
$2.79M – – –
UCFA
237
United Capital Financial Advisors
Texas
$2.76M +$830K +25,039 +43%
HAI
238
Hennessy Advisors Inc
California
$2.63M -$66.1K -1,994 -2%
GCM
239
GoodHaven Capital Management
New Jersey
$2.62M -$170K -5,127 -6%
LOPW
240
Live Oak Private Wealth
North Carolina
$2.61M +$74.5K +2,248 +3%
AFM
241
Anson Funds Management
Texas
$2.61M -$413K -12,456 -14%
AA
242
ALPS Advisors
Colorado
$2.58M -$499K -15,072 -16%
JPMPWA
243
J.P. Morgan Private Wealth Advisors
California
$2.53M -$24.5K -738 -1%
LPL Financial
244
LPL Financial
California
$2.52M +$235K +7,086 +10%
THWM
245
Taylor Hoffman Wealth Management
Virginia
$2.51M -$10.9K -330 -0.4%
EP
246
EPIQ Partners
Minnesota
$2.47M +$248K +7,480 +11%
CL
247
CPWM LLC
Washington
$2.46M -$3.25K -98 -0.1%
AUB
248
Atlantic Union Bankshares
Virginia
$2.45M +$2.45M +73,940 New
GF
249
Gabelli Funds
New York
$2.41M – – –
SMI
250
Shelter Mutual Insurance
Missouri
$2.32M – – –
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