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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 %
JHCP
301
Jackson Hole Capital Partners
Oklahoma
$1.29M +$49.1K +1,482 +4%
BGCP
302
Bristol Gate Capital Partners
Ontario, Canada
$1.25M +$485K +14,626 +64%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$1.21M +$5.36K +162 +0.4%
RFC
304
Regions Financial Corp
Alabama
$1.2M -$35.7K -1,076 -3%
MIM
305
Moseley Investment Management
Florida
$1.19M +$1.19M +35,951 New
PCM
306
Parsons Capital Management
Rhode Island
$1.12M – – –
SP
307
Sarasin & Partners
United Kingdom
$1.11M – – –
DWM
308
Doyle Wealth Management
Florida
$1.09M – – –
PIC
309
Portland Investment Counsel
Ontario, Canada
$1.08M – – –
PIA
310
Powell Investment Advisors
Florida
$1.08M – – –
LPT
311
Legacy Private Trust
Wisconsin
$1.07M -$82.5K -2,491 -7%
MCM
312
McKinley Capital Management
Alaska
$1.05M -$28.4K -856 -3%
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$1.04M +$24.5K +739 +2%
S
314
SimplyRich
California
$1.02M – – –
JCM
315
Jag Capital Management
Missouri
$1.01M +$11.8K +357 +1%
KAS
316
Kestra Advisory Services
Texas
$1M +$96.9K +2,917 +11%
Lido Advisors
317
Lido Advisors
California
$992K +$6.92K +209 +0.7%
GT
318
Glenmede Trust
Pennsylvania
$940K -$39.6K -1,196 -4%
NL
319
NKCFO LLC
Illinois
$939K +$939K +28,339 New
SC
320
Searle & Co
Connecticut
$929K – – –
Mariner
321
Mariner
Kansas
$923K -$143K -4,304 -13%
TC
322
TownSquare Capital
Utah
$915K +$257K +7,737 +39%
GP
323
Greenline Partners
New York
$904K +$120K +3,620 +15%
HIMC
324
Heritage Investors Management Corp
Maryland
$884K – – –
HWM
325
Hemington Wealth Management
Virginia
$860K +$860K +25,950 New
11 12
13
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