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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 %
JCM
326
Jag Capital Management
Missouri
$1.18M -$28.4K -690 -2%
NL
327
NKCFO LLC
Illinois
$1.16M -$8.12K -197 -0.7%
GP
328
Greenline Partners
New York
$1.16M +$56.3K +1,365 +5%
SC
329
Searle & Co
Connecticut
$1.15M -$8K -194 -0.7%
GT
330
Glenmede Trust
Pennsylvania
$1.14M -$7.98K -194 -0.7%
UONDDL
331
University of Notre Dame du Lac
Indiana
$1.12M -$14.6M -353,191 -93%
CIS
332
Capital International Sarl
California
$1.1M +$583K +14,156 +112%
HIMC
333
Heritage Investors Management Corp
Maryland
$1.09M -$7.62K -185 -0.7%
GC
334
Giverny Capital
Quebec, Canada
$1.07M -$7.56K -148 -0.7%
AP
335
Advisor Partners
California
$1.07M +$139K +3,385 +15%
HWM
336
Hemington Wealth Management
Virginia
$1.06M -$5.15K -125 -0.5%
ASA
337
Armstrong Shaw Associates
Connecticut
$1.04M -$7.3K -177 -0.7%
AWM
338
Altium Wealth Management
New York
$1.04M -$10.3K -251 -1%
AIM
339
Anchor Investment Management
South Carolina
$1.03M -$4.95K -120 -0.5%
WCM Investment Management
340
WCM Investment Management
California
$1.03M +$287K +6,975 +39%
CAN
341
Cetera Advisor Networks
California
$1.02M +$634K +15,383 +163%
CS
342
Cannell & Spears
New York
$1M -$7.01K -170 -0.7%
CI
343
Cigna Investments
Connecticut
$996K +$578 +14 +0.1%
GAG
344
GM Advisory Group
New York
$995K +$224K +5,437 +29%
BCI
345
Brinker Capital Investments
Pennsylvania
$985K +$985K +23,895 New
RHBC
346
R.H. Bluestein & Co
Michigan
$956K -$6.68K -162 -0.7%
Asset Management One
347
Asset Management One
Japan
$929K +$929K +22,564 New
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$915K -$2.97K -72 -0.3%
FT
349
Fiduciary Trust
Massachusetts
$896K +$122K +2,962 +16%
PP
350
PDT Partners
New York
$879K -$3.85M -93,392 -81%
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