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Brookfield
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Overview Fund Activity

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.12B
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312M
3
Fidelity International
Fidelity International
Bermuda
$1.87B
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$69.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.59B

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
351
Bray Capital Advisors
Florida
$1.34M -$54.1K -1,109 -4%
AP
352
Advisor Partners
California
$1.32M +$44.9K +920 +4%
N
353
Natixis
France
$1.3M +$72.8K +1,488 +6%
GC
354
Giverny Capital
Quebec, Canada
$1.3M – – –
AIM
355
Aigen Investment Management
New York
$1.3M +$1.3M +27,698 New
HIMC
356
Heritage Investors Management Corp
Maryland
$1.29M – – –
CI
357
Cigna Investments
Connecticut
$1.27M +$114K +2,328 +10%
BCI
358
Brinker Capital Investments
Pennsylvania
$1.24M +$73.9K +1,514 +6%
ASA
359
Armstrong Shaw Associates
Connecticut
$1.24M – – –
AWM
360
Altium Wealth Management
New York
$1.23M +$4.15K +85 +0.3%
HLOC
361
H.L. Ormond & Company
North Carolina
$1.23M +$1.23M +27,019 New
LCM
362
Lewis Capital Management
California
$1.23M +$1.23M +25,093 New
CS
363
Cannell & Spears
New York
$1.21M – – –
Allianz Asset Management
364
Allianz Asset Management
Germany
$1.21M +$1.21M +24,799 New
First Trust Advisors
365
First Trust Advisors
Illinois
$1.21M +$1.21M +24,818 New
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M -$253K -5,207,003 -17%
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
$1.2M +$859K +17,615 +254%
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$1.17M +$40.1K +820 +4%
Asset Management One
369
Asset Management One
Japan
$1.11M – – –
PCP
370
Proficio Capital Partners
Massachusetts
$1.11M -$3.08K -63 -0.3%
Assenagon Asset Management
371
Assenagon Asset Management
Luxembourg
$1.1M +$107K +2,189 +11%
AIM
372
Anchor Investment Management
South Carolina
$1.1M -$47.4K -972 -4%
CW
373
CreativeOne Wealth
Kansas
$1.06M +$184K +3,766 +21%
AWM
374
Avior Wealth Management
Nebraska
$1.04M -$202K -4,144 -16%
WI
375
Wintrust Investments
Illinois
$1.03M -$6K -123 -0.6%
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