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Brookfield
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Overview Fund Activity

629 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 366 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
10.98%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.17%
New
77
Increased
174
Reduced
366
Closed
45
Calls
$26.5M
Puts
$44.5M
Net Calls
-$17.9M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$302M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$243M
3
Capital World Investors
Capital World Investors
California
+$220M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$334M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$223M
3
Fidelity International
Fidelity International
Bermuda
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Pacifica Partners
Canada
$2.17M -$11.4K -278 -0.5%
NIM
277
Nexus Investment Management
Ontario, Canada
$2.14M -$58.1K -1,409 -3%
US Bancorp
278
US Bancorp
Minnesota
$2.07M -$33.1K -802 -2%
CTA
279
Colonial Trust Advisors
South Carolina
$2.06M +$746K +18,090 +57%
KeyBank National Association
280
KeyBank National Association
Ohio
$1.99M +$41.7K +1,011 +2%
EWM
281
Evercore Wealth Management
New York
$1.96M -$65.1K -1,579 -3%
AI
282
Atria Investments
North Carolina
$1.95M +$52.8K +1,281 +3%
HBCM
283
Heron Bay Capital Management
Michigan
$1.91M +$1.91M +45,698 New
BFS
284
Bradley Foster & Sargent
Connecticut
$1.9M -$13.3K -323 -0.7%
CS
285
Candriam SCA
Luxembourg
$1.89M -$213K -5,150 -10%
AWM
286
AE Wealth Management
Kansas
$1.87M -$10.4M -252,079 -85%
AFM
287
Anson Funds Management
Texas
$1.86M -$2.96M -71,941 -61%
CIP
288
Capital Insight Partners
Arizona
$1.84M -$20.7K -503 -1%
AA
289
Ancora Advisors
Ohio
$1.81M -$155K -3,765 -8%
CFG
290
Citizens Financial Group
Rhode Island
$1.81M +$1.81M +43,802 New
Jane Street
291
Jane Street
New York
$1.77M -$138K -3,354 -7%
WKWM
292
Walter & Keenan Wealth Management
Indiana
$1.77M -$12.4K -300 -0.7%
BAMF
293
BI Asset Management Fondsmaeglerselskab
Denmark
$1.74M -$12.2K -296 -0.7%
UIM
294
USS Investment Management
United Kingdom
$1.72M -$12K -291 -0.7%
BTWM
295
Baker Tilly Wealth Management
Wisconsin
$1.71M +$73.4K +1,782 +4%
FC
296
FORA Capital
Florida
$1.71M +$1.71M +41,385 New
American Century Companies
297
American Century Companies
Missouri
$1.68M +$795K +19,282 +90%
MAA
298
Mraz Amerine & Associates
California
$1.66M -$88.6K -2,151 -5%
DTL
299
Dynamic Technology Lab
Singapore
$1.65M +$1.65M +40,123 New
SDWMA
300
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.64M -$4.29K -104 -0.3%
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