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Brookfield
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Overview Fund Activity

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.12B
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312M
3
Fidelity International
3
Fidelity International
Bermuda
$1.87B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$69.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.59B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
226
Edgestream Partners
New Jersey
$5.83M +$2.84M +58,200 +95%
SWM
227
Salvus Wealth Management
New Jersey
$5.8M +$94.8K +1,943 +2%
CIM
228
Corda Investment Management
Texas
$5.8M -$810K -16,593 -12%
TFA
229
Tobias Financial Advisors
Florida
$5.8M +$5.8M +118,768 New
AUB
230
Atlantic Union Bankshares
Virginia
$5.76M +$52.1K +1,067 +0.9%
Ameriprise
231
Ameriprise
Minnesota
$5.75M -$63K -1,396 -1%
PL
232
Parkwood LLC
Ohio
$5.47M +$5.47M +112,101 New
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$5.45M -$112K -3,360 -2%
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$5.3M +$423K +6,973 +9%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$5.26M +$582K +11,934 +12%
WW
236
Waterfront Wealth
Kansas
$5.19M -$879 -18 -0%
KACA
237
Kayne Anderson Capital Advisors
California
$5.15M -$441K -9,030 -8%
LFM
238
LGT Fund Management
Liechtenstein
$5.12M +$5.12M +104,810 New
JPMPWA
239
J.P. Morgan Private Wealth Advisors
California
$5.03M +$286K +5,850 +6%
RCM
240
Radnor Capital Management
Pennsylvania
$5.03M +$5.03M +103,045 New
HI
241
Hendershot Investments
Virginia
$4.78M +$4.78M +97,943 New
KSWA
242
Kathleen S. Wright Associates
Pennsylvania
$4.78M +$4.78M +97,913 New
BFC
243
Blue Fin Capital
Rhode Island
$4.68M +$85.4K +1,749 +2%
LOPW
244
Live Oak Private Wealth
North Carolina
$4.58M +$10.8K +222 +0.2%
AOWM
245
Alpha Omega Wealth Management
Virginia
$4.58M – – –
Twin Tree Management
246
Twin Tree Management
Texas
$4.57M +$1.27M +26,007 +38%
SNT
247
SIG North Trading
Pennsylvania
$4.53M +$4.53M +93,213 New
JSC
248
Jackson Square Capital
California
$4.37M +$432K +8,851 +11%
AFM
249
Anson Funds Management
Texas
$4.29M +$1.51M +30,925 +54%
BBA
250
Baader Bank Aktiengesellschaft
Germany
$4.26M +$4.26M +87,166 New
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