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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 %
RJT
376
Raymond James Trust
Florida
$449K +$87.5K +2,645 +24%
Barclays
377
Barclays
United Kingdom
$448K +$25K +754 +6%
WTC
378
WhitTier Trust Company
Nevada
$446K – – –
MPM
379
Meritage Portfolio Management
Kansas
$444K – – –
RIG
380
Roosevelt Investment Group
New York
$444K +$444K +13,387 New
WT
381
Whittier Trust
California
$442K -$593K -17,904 -57%
WAM
382
Wolverine Asset Management
Illinois
$441K – – –
MWM
383
Mattern Wealth Management
Kansas
$433K – – –
YWP
384
YorkBridge Wealth Partners
New York
$433K – – –
RC
385
Resilient Capital
United Kingdom
$429K +$429K +12,934 New
Mitsubishi UFJ Trust & Banking
386
Mitsubishi UFJ Trust & Banking
Japan
$421K -$12.1K -364 -3%
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$419K +$419K +12,643 New
KJWM
388
Kiley Juergens Wealth Management
Washington
$419K +$419K +12,650 New
GPA
389
Garrison Point Advisors
California
$418K – – –
CA
390
Cornerstone Advisory
Maryland
$417K +$417K +12,581 New
AMCA
391
Arthur M. Cohen & Associates
Illinois
$410K – – –
SWM
392
Segment Wealth Management
Texas
$402K – – –
HB
393
Homrich & Berg
Georgia
$401K +$24.4K +736 +6%
Man Group
394
Man Group
United Kingdom
$398K -$5.95M -179,604 -94%
B
395
Bailard
California
$397K – – –
MOS
396
MGO One Seven
Ohio
$394K -$7.52K -227 -2%
FP
397
Financial Perspectives
Minnesota
$392K – – –
WIM
398
Wittenberg Investment Management
Massachusetts
$390K – – –
LWAC
399
Laurel Wealth Advisors (California)
California
$383K – – –
MC
400
Moors & Cabot
Massachusetts
$379K +$8.55K +258 +2%
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16
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