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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 %
AC
376
Avenir Corporation
Virginia
$556K -$53.1K -1,488 -9%
KPCM
377
Kings Point Capital Management
New York
$554K +$6.79K +190 +1%
SI
378
Stephens Inc
Arkansas
$548K -$46.3K -1,295 -8%
FTDI
379
First Trust Direct Indexing
Massachusetts
$532K +$532K +14,892 New
FWP
380
Firethorn Wealth Partners
Georgia
$521K +$500 +14 +0.1%
LSWM
381
Lorne Steinberg Wealth Management
Canada
$520K +$14.2K +399 +3%
CFB
382
Cullen/Frost Bankers
Texas
$513K +$406K +11,362 +378%
RCA
383
Resonant Capital Advisors
Wisconsin
$496K +$4.53K +127 +0.9%
HIP
384
HUB Investment Partners
Texas
$496K +$496K +13,870 New
BFM
385
Boothbay Fund Management
New York
$495K +$129K +3,612 +35%
WANY
386
Wealthspire Advisors (New York)
New York
$489K +$81.5K +2,279 +20%
RAM
387
Rempart Asset Management
Canada
$488K -$53.3K -1,495 -10%
WTC
388
WhitTier Trust Company
Nevada
$481K – – –
MPM
389
Meritage Portfolio Management
Kansas
$479K – – –
WT
390
Whittier Trust
California
$478K +$1.5K +42 +0.3%
WAM
391
Wolverine Asset Management
Illinois
$475K – – –
Pacer Advisors
392
Pacer Advisors
Pennsylvania
$474K +$474K +13,269 New
BCM
393
Bayesian Capital Management
New York
$472K +$472K +13,221 New
MWM
394
Mattern Wealth Management
Kansas
$467K – – –
Fisher Asset Management
395
Fisher Asset Management
Washington
$451K -$34.2K -955 -7%
GPA
396
Garrison Point Advisors
California
$451K – – –
CIS
397
Capital International Sarl
California
$451K +$451K +12,631 New
YWP
398
YorkBridge Wealth Partners
New York
$445K -$22.3K -623 -5%
RWM
399
Ritholtz Wealth Management
New York
$439K +$112K +3,131 +34%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$438K -$13.3K -373 -3%
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