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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 %
TFA
301
Teamwork Financial Advisors
Texas
$1.41M -$359K -10,039 -20%
HCP
302
Holt Capital Partners
Texas
$1.41M – – –
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$1.37M -$23.9K -668 -2%
CSS
304
Cubist Systematic Strategies
Connecticut
$1.36M -$4.55M -127,447 -77%
TF
305
TIAA FSB
Florida
$1.36M -$11.3M -317,187 -89%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$1.32M +$11.1K +310 +0.8%
BGCP
307
Bristol Gate Capital Partners
Ontario, Canada
$1.26M -$81.4K -2,282 -6%
QC
308
Quadrature Capital
United Kingdom
$1.25M -$231K -6,469 -16%
RFC
309
Regions Financial Corp
Alabama
$1.22M -$80.7K -2,260 -6%
PCM
310
Parsons Capital Management
Rhode Island
$1.2M – – –
MIM
311
Moseley Investment Management
Florida
$1.18M -$99.9K -2,798 -8%
DWM
312
Doyle Wealth Management
Florida
$1.18M – – –
CT
313
Clearstead Trust
Maine
$1.17M -$227K -6,348 -16%
PIA
314
Powell Investment Advisors
Florida
$1.16M – – –
ECM
315
ExodusPoint Capital Management
New York
$1.16M +$563K +15,755 +94%
KAS
316
Kestra Advisory Services
Texas
$1.15M +$69.2K +1,936 +6%
CTA
317
Colonial Trust Advisors
South Carolina
$1.14M +$1.14M +31,981 New
MCM
318
McKinley Capital Management
Alaska
$1.14M +$5.11K +143 +0.5%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$1.13M +$7.36K +206 +0.7%
Mariner
320
Mariner
Kansas
$1.13M +$135K +3,786 +14%
S
321
SimplyRich
California
$1.1M – – –
Lido Advisors
322
Lido Advisors
California
$1.05M -$18K -505 -2%
JCM
323
Jag Capital Management
Missouri
$1.05M -$39.9K -1,118 -4%
BCA
324
Bray Capital Advisors
Florida
$1.03M +$1.03M +28,955 New
NL
325
NKCFO LLC
Illinois
$1.01M – – –
11 12
13
14 15