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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 %
PP
276
Pacifica Partners
Canada
$1.92M +$406K +11,210 +27%
CI
277
Capital International
California
$1.92M +$1.92M +53,597 New
NIM
278
Nexus Investment Management
Ontario, Canada
$1.9M -$66.7K -1,869 -3%
Twin Tree Management
279
Twin Tree Management
Texas
$1.89M +$275K +7,692 +17%
SBL
280
Sargent Bickham Lagudis
Colorado
$1.88M +$129K +3,608 +7%
IAM
281
Iridian Asset Management
Connecticut
$1.87M – – –
US Bancorp
282
US Bancorp
Minnesota
$1.82M +$140K +3,914 +8%
EWM
283
Evercore Wealth Management
New York
$1.76M -$46K -1,287 -3%
FCM
284
FJ Capital Management
Virginia
$1.72M +$1.72M +48,207 New
AA
285
Ancora Advisors
Ohio
$1.71M -$16.3K -457 -0.9%
KeyBank National Association
286
KeyBank National Association
Ohio
$1.69M -$57K -1,595 -3%
TI
287
Trexquant Investment
Connecticut
$1.68M +$1.68M +46,994 New
BFS
288
Bradley Foster & Sargent
Connecticut
$1.66M – – –
Jane Street
289
Jane Street
New York
$1.65M -$5.76M -161,370 -78%
AI
290
Atria Investments
North Carolina
$1.64M +$106K +2,955 +7%
CS
291
Candriam SCA
Luxembourg
$1.62M – – –
CIP
292
Capital Insight Partners
Arizona
$1.62M +$65.9K +1,846 +4%
WKWM
293
Walter & Keenan Wealth Management
Indiana
$1.54M – – –
BAMF
294
BI Asset Management Fondsmaeglerselskab
Denmark
$1.52M +$1.52M +42,460 New
MAA
295
Mraz Amerine & Associates
California
$1.52M -$74.6K -2,089 -5%
UIM
296
USS Investment Management
United Kingdom
$1.49M – – –
JSC
297
Jackson Square Capital
California
$1.45M +$56.1K +1,571 +4%
SDWMA
298
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.43M – – –
BTWM
299
Baker Tilly Wealth Management
Wisconsin
$1.42M +$753K +21,059 +113%
WJWM
300
Williams Jones Wealth Management
New York
$1.41M -$294K -8,228 -17%
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