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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 %
HIM
276
Hillsdale Investment Management
Ontario, Canada
$1.76M +$943K +28,408 +116%
IAM
277
Iridian Asset Management
Connecticut
$1.74M – – –
CS
278
Candriam SCA
Luxembourg
$1.69M -$3.65K -110 -0.2%
EWM
279
Evercore Wealth Management
New York
$1.67M – – –
TFA
280
Teamwork Financial Advisors
Texas
$1.64M -$217K -6,544 -12%
SBL
281
Sargent Bickham Lagudis
Colorado
$1.63M -$46.5K -1,404 -3%
KeyBank National Association
282
KeyBank National Association
Ohio
$1.62M +$36.6K +1,106 +2%
AA
283
Ancora Advisors
Ohio
$1.6M -$297K -8,965 -16%
WJWM
284
Williams Jones Wealth Management
New York
$1.58M -$31K -935 -2%
US Bancorp
285
US Bancorp
Minnesota
$1.56M +$576K +17,387 +59%
BFS
286
Bradley Foster & Sargent
Connecticut
$1.54M – – –
CG
287
Colony Group
Massachusetts
$1.51M -$4.6M -138,882 -75%
Twin Tree Management
288
Twin Tree Management
Texas
$1.5M +$1.5M +45,226 New
MAA
289
Mraz Amerine & Associates
California
$1.47M -$1.69K -51 -0.1%
FFH
290
Fairfax Financial Holdings
Ontario, Canada
$1.44M +$1.44M +43,598 New
CIP
291
Capital Insight Partners
Arizona
$1.44M +$11.8K +355 +0.8%
WKWM
292
Walter & Keenan Wealth Management
Indiana
$1.43M +$124K +3,737 +9%
AI
293
Atria Investments
North Carolina
$1.43M -$195K -5,878 -12%
CT
294
Clearstead Trust
Maine
$1.4M +$227K +6,348 +19%
UIM
295
USS Investment Management
United Kingdom
$1.39M – – –
QC
296
Quadrature Capital
United Kingdom
$1.38M -$393K -11,854 -22%
PP
297
Pacifica Partners
Canada
$1.36M -$104K -3,202 -7%
SDWMA
298
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.33M -$147K -4,437 -10%
HCP
299
Holt Capital Partners
Texas
$1.3M -$2.49K -75 -0.2%
JSC
300
Jackson Square Capital
California
$1.3M +$1.3M +39,090 New
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