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Brookfield
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Overview Fund Activity

600 hedge funds and large institutions have $43.8B invested in Brookfield in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+23
Holders Change %
+3.99%
% of All Funds
10.57%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.13%
New
76
Increased
220
Reduced
175
Closed
48
Calls
$31.6M
Puts
$31M
Net Calls
+$628K
Net Calls Change
+$1.66M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$375M
2
Capital International Investors
Capital International Investors
California
+$336M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$263M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$172M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$512M
2
Fidelity International
Fidelity International
Bermuda
-$260M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
4
QI
QV Investors
Alberta, Canada
-$67.6M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$3.83M +$4.7K +138 +0.1%
CPIG
227
Chicago Partners Investment Group
Illinois
$3.81M +$258K +7,089 +7%
Osaic Holdings
228
Osaic Holdings
Arizona
$3.61M +$97K +2,715 +3%
EP
229
Edgestream Partners
New Jersey
$3.5M -$3.77M -105,513 -52%
Two Sigma Advisers
230
Two Sigma Advisers
New York
$3.48M -$12.1M -339,442 -78%
WW
231
Waterfront Wealth
Kansas
$3.46M -$65.2K -1,815 -2%
SF
232
Synovus Financial
Georgia
$3.46M +$267K +7,474 +8%
TWI
233
Thomas White International
Illinois
$3.42M +$1.06M +29,757 +45%
YCMGA
234
York Capital Management Global Advisors
New York
$3.32M -$4.62M -129,318 -58%
BFC
235
Blue Fin Capital
Rhode Island
$3.25M +$10.3K +288 +0.3%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$3.24M +$838K +23,459 +35%
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$3.19M +$1.11M +31,075 +53%
MJRIC
238
Mogy Joel R Investment Counsel
California
$3.18M +$815K +22,827 +34%
Schroder Investment Management Group
239
Schroder Investment Management Group
United Kingdom
$3.16M – – –
LOPW
240
Live Oak Private Wealth
North Carolina
$3.09M +$274K +7,678 +10%
SPIA
241
Steward Partners Investment Advisory
New York
$2.97M +$1.02M +28,600 +53%
LPL Financial
242
LPL Financial
California
$2.96M +$250K +7,003 +9%
UCFA
243
United Capital Financial Advisors
Texas
$2.93M -$41.7K -1,168 -1%
EP
244
EPIQ Partners
Minnesota
$2.91M +$249K +6,970 +9%
BlackRock
245
BlackRock
New York
$2.88M +$586K +16,393 +26%
LIM
246
Leavell Investment Management
Alabama
$2.86M -$291K -8,159 -9%
GCM
247
GoodHaven Capital Management
New Jersey
$2.82M -$71 -2 -0%
JPMPWA
248
J.P. Morgan Private Wealth Advisors
California
$2.76M +$27.4K +767 +1%
THWM
249
Taylor Hoffman Wealth Management
Virginia
$2.69M -$9.97K -279 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
250
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.67M +$2.67M +74,740 New
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