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

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
276
Pendal Group
Australia
$3.07M -$3.93M -80,368 -56%
FFH
277
Fairfax Financial Holdings
Ontario, Canada
$3.02M – – –
D.E. Shaw & Co
278
D.E. Shaw & Co
New York
$2.96M -$2.8M -57,428 -49%
SBL
279
Sargent Bickham Lagudis
Colorado
$2.94M +$293K +5,995 +11%
MVIP
280
Mar Vista Investment Partners
California
$2.94M -$12.3K -252 -0.4%
WHC
281
Wulff, Hansen & Co
California
$2.9M +$2.9M +59,312 New
ASN
282
Advisory Services Network
Georgia
$2.86M -$177K -3,625 -6%
AIM
283
Allen Investment Management
New York
$2.82M -$18.8K -386 -0.7%
NIM
284
Needham Investment Management
New York
$2.8M – – –
MIM
285
Moseley Investment Management
Florida
$2.73M +$1.13M +23,173 +71%
GI
286
GAMCO Investors
Connecticut
$2.73M – – –
AA
287
ALPS Advisors
Colorado
$2.6M -$356K -7,298 -12%
BTWM
288
Baker Tilly Wealth Management
Wisconsin
$2.52M +$163K +3,331 +7%
PM
289
Phraction Management
Connecticut
$2.52M +$2.52M +51,516 New
PGAM
290
Princeton Global Asset Management
New Jersey
$2.5M – – –
DWM
291
Dorchester Wealth Management
Quebec, Canada
$2.45M -$146K -2,990 -6%
PP
292
Pacifica Partners
Canada
$2.45M -$11.2K -242 -0.5%
NIM
293
Nexus Investment Management
Ontario, Canada
$2.44M -$121K -2,474 -5%
US Bancorp
294
US Bancorp
Minnesota
$2.37M -$137K -2,813 -5%
HBCM
295
Heron Bay Capital Management
Michigan
$2.31M +$32.8K +672 +1%
CL
296
CPWM LLC
Washington
$2.31M – – –
PLU
297
Performa Ltd (US)
South Carolina
$2.3M -$444K -9,092 -16%
American Century Companies
298
American Century Companies
Missouri
$2.29M +$157K +3,220 +7%
EWM
299
Evercore Wealth Management
New York
$2.29M -$21.9K -448 -0.9%
AI
300
Atria Investments
North Carolina
$2.28M -$16.6K -339 -0.7%
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