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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 %
RCC
351
Red Cedar Capital
Nebraska
$712K – – –
RIG
352
Roosevelt Investment Group
New York
$703K +$225K +6,282 +47%
BSAM
353
Blue Square Asset Management
New York
$688K +$36.1K +1,009 +6%
ECG
354
Edge Capital Group
Georgia
$680K -$1.86K -52 -0.3%
JAFL
355
Jay A. Fishman Ltd
Michigan
$679K +$22.3K +623 +3%
FT
356
Fiduciary Trust
Massachusetts
$670K – – –
CFS
357
CRA Financial Services
New Jersey
$668K – – –
GAG
358
GM Advisory Group
New York
$668K +$154K +4,304 +30%
LCS
359
Levin Capital Strategies
New York
$666K -$178K -4,982 -21%
YIH
360
Y-Intercept (HK)
Hong Kong
$661K +$661K +18,159 New
GC
361
Gilbert & Cook
Iowa
$657K +$32.5K +909 +5%
GFS
362
GYL Financial Synergies
Connecticut
$655K – – –
WCM Investment Management
363
WCM Investment Management
California
$641K +$250K +7,006 +64%
CRC
364
Curi RMB Capital
Illinois
$632K -$33.1K -928 -5%
IA
365
IFP Advisors
Florida
$614K -$26.8K -747 -4%
BAM
366
Blueshift Asset Management
New Jersey
$607K +$607K +16,983 New
AIM
367
Aigen Investment Management
New York
$603K +$603K +16,882 New
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$596K -$39.9K -1,116 -6%
LA
369
LVW Advisors
New York
$594K +$594K +16,622 New
CW
370
CreativeOne Wealth
Kansas
$593K +$42.2K +1,183 +8%
GWM
371
Geneos Wealth Management
Colorado
$591K – – –
EWM
372
Empirical Wealth Management
Washington
$578K – – –
CAM
373
Claret Asset Management
Quebec, Canada
$573K +$41.3K +1,157 +8%
CIC
374
Crawford Investment Counsel
Georgia
$571K – – –
FHB
375
First Hawaiian Bank
Hawaii
$568K – – –
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