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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 %
BSAM
351
Blue Square Asset Management
New York
$604K +$146K +4,407 +32%
IA
352
IFP Advisors
Florida
$593K -$148K -4,462 -20%
Cetera Investment Advisers
353
Cetera Investment Advisers
Illinois
$589K +$589K +17,792 New
GWM
354
Geneos Wealth Management
Colorado
$584K -$66.5K -1,840 -10%
GC
355
Gilbert & Cook
Iowa
$577K -$3.4K -103 -0.6%
AC
356
Avenir Corporation
Virginia
$565K -$437K -13,204 -44%
AIM
357
Anchor Investment Management
South Carolina
$558K +$11.9K +360 +2%
ECM
358
ExodusPoint Capital Management
New York
$553K -$1.36M -41,168 -71%
SI
359
Stephens Inc
Arkansas
$551K +$72.1K +2,177 +15%
AG
360
Aperio Group
California
$540K -$33 -1 -0%
EWM
361
Empirical Wealth Management
Washington
$536K +$4.11K +124 +0.8%
M&T Bank
362
M&T Bank
New York
$532K -$1.15M -34,533 -68%
CIC
363
Crawford Investment Counsel
Georgia
$529K -$104K -3,151 -16%
FHB
364
First Hawaiian Bank
Hawaii
$528K – – –
CW
365
CreativeOne Wealth
Kansas
$511K +$511K +15,424 New
KPCM
366
Kings Point Capital Management
New York
$507K – – –
RAM
367
Rempart Asset Management
Canada
$503K +$503K +15,180 New
CAM
368
Claret Asset Management
Quebec, Canada
$494K -$8.5K -256 -2%
CCM
369
Coe Capital Management
Illinois
$486K -$3.58K -108 -0.7%
FWP
370
Firethorn Wealth Partners
Georgia
$483K +$483K +14,579 New
GAG
371
GM Advisory Group
New York
$477K +$477K +14,402 New
LSWM
372
Lorne Steinberg Wealth Management
Canada
$472K +$472K +14,173 New
WCM
373
Weld Capital Management
New York
$461K +$461K +13,917 New
RCA
374
Resonant Capital Advisors
Wisconsin
$456K +$7.68K +232 +2%
Fisher Asset Management
375
Fisher Asset Management
Washington
$449K +$60.7K +1,833 +16%
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