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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 %
WJWM
301
Williams Jones Wealth Management
New York
$1.61M -$11.3K -275 -0.7%
HCP
302
Holt Capital Partners
Texas
$1.61M -$11.2K -273 -0.7%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$1.59M +$13.1K +317 +0.8%
TFA
304
Teamwork Financial Advisors
Texas
$1.52M -$105K -2,558 -6%
TF
305
TIAA FSB
Florida
$1.44M -$128K -3,105 -8%
Mariner
306
Mariner
Kansas
$1.43M +$121K +2,937 +9%
RFC
307
Regions Financial Corp
Alabama
$1.39M -$8.7K -211 -0.6%
SCA
308
Snowden Capital Advisors
New York
$1.38M +$1.38M +33,566 New
PCM
309
Parsons Capital Management
Rhode Island
$1.38M -$9.65K -234 -0.7%
TC
310
TownSquare Capital
Utah
$1.36M +$278K +6,739 +26%
MIM
311
Moseley Investment Management
Florida
$1.35M -$15.5K -376 -1%
YIH
312
Y-Intercept (HK)
Hong Kong
$1.35M +$603K +14,628 +81%
DWM
313
Doyle Wealth Management
Florida
$1.35M -$9.44K -229 -0.7%
AWM
314
Avior Wealth Management
Nebraska
$1.35M +$314K +7,619 +30%
CT
315
Clearstead Trust
Maine
$1.34M -$9.35K -227 -0.7%
PIA
316
Powell Investment Advisors
Florida
$1.33M -$9.32K -226 -0.7%
FCM
317
FJ Capital Management
Virginia
$1.32M -$657K -16,045 -33%
MCM
318
McKinley Capital Management
Alaska
$1.31M -$2.76K -67 -0.2%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$1.3M -$9.11K -221 -0.7%
BGCP
320
Bristol Gate Capital Partners
Ontario, Canada
$1.29M -$169K -4,093 -12%
S
321
SimplyRich
California
$1.26M -$8.82K -214 -0.7%
Lido Advisors
322
Lido Advisors
California
$1.23M +$14.7K +356 +1%
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
$1.21M +$40.7K +988 +3%
KAS
324
Kestra Advisory Services
Texas
$1.2M -$122K -2,956 -9%
BCA
325
Bray Capital Advisors
Florida
$1.19M -$8.28K -201 -0.7%
11 12
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