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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 %
OAM
251
Oppenheimer Asset Management
New York
$2.31M +$562K +16,954 +32%
AIM
252
Allen Investment Management
New York
$2.3M – – –
Bessemer Group
253
Bessemer Group
New Jersey
$2.25M -$119K -3,595 -5%
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$2.23M +$42.4K +1,281 +2%
MJRIC
255
Mogy Joel R Investment Counsel
California
$2.2M -$84.6K -2,554 -4%
TWI
256
Thomas White International
Illinois
$2.19M +$2.19M +66,083 New
SM
257
Sciencast Management
New Jersey
$2.18M +$1.79M +56,166 +468%
RG
258
Retirement Group
California
$2.17M +$779K +23,533 +56%
LC
259
Lincoln Capital
Nebraska
$2.13M -$14K -424 -0.7%
BlackRock
260
BlackRock
New York
$2.13M +$463K +13,986 +28%
MVIP
261
Mar Vista Investment Partners
California
$2.12M – – –
DWM
262
Dorchester Wealth Management
Quebec, Canada
$2.11M +$28.1K +846 +1%
SAM
263
Shell Asset Management
Netherlands
$2.11M -$110K -3,312 -5%
BS
264
Boenning & Scattergood
Pennsylvania
$2.05M -$160K -4,831 -7%
RC
265
Roundview Capital
New Jersey
$2.05M +$814K +24,560 +66%
PGAM
266
Princeton Global Asset Management
New Jersey
$2.01M -$61.9K -1,869 -3%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$1.93M -$2.17M -65,486 -53%
SCM
268
SOL Capital Management
Maryland
$1.92M +$185K +5,593 +11%
QIM
269
Quantitative Investment Management
Virginia
$1.92M +$1.92M +58,023 New
NIM
270
Needham Investment Management
New York
$1.91M – – –
ASN
271
Advisory Services Network
Georgia
$1.88M +$196K +5,903 +12%
NIM
272
Nexus Investment Management
Ontario, Canada
$1.82M -$30.4K -922 -2%
SPIA
273
Steward Partners Investment Advisory
New York
$1.8M +$391K +11,805 +28%
GI
274
GAMCO Investors
Connecticut
$1.78M – – –
CBB
275
Citizens Business Bank
California
$1.76M – – –
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