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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 %
RE
401
RBC Europe
United Kingdom
$378K – – –
WANY
402
Wealthspire Advisors (New York)
New York
$378K +$378K +11,397 New
KAM
403
Karani Asset Management
New York
$371K – – –
AF
404
Apexium Financial
Texas
$369K -$49K -1,478 -12%
SCM
405
SKBA Capital Management
California
$366K +$8.25K +249 +2%
HF
406
HRT Financial
New York
$365K +$365K +11,040 New
WCM Investment Management
407
WCM Investment Management
California
$362K +$58.7K +1,775 +19%
IWC
408
Integrated Wealth Concepts
Massachusetts
$360K +$1.59K +48 +0.4%
KJHP
409
K.J. Harrison & Partners
Ontario, Canada
$357K +$4.73K +143 +1%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$356K +$81.6K +2,467 +30%
CCM
411
Covington Capital Management
California
$354K – – –
ACP
412
Arcus Capital Partners
Georgia
$341K +$341K +10,298 New
DLA
413
Douglas Lane & Associates
New York
$340K – – –
BFM
414
Boothbay Fund Management
New York
$340K +$43.6K +1,315 +15%
PSUF
415
People's United Financial
Connecticut
$336K -$3.02K -91 -0.9%
JWCA
416
J.W. Cole Advisors
Florida
$332K +$332K +10,010 New
EGM
417
Engineers Gate Manager
New York
$328K +$328K +9,903 New
CA
418
Cortland Associates
Missouri
$324K -$4.1K -124 -1%
TAM
419
Tocqueville Asset Management
New York
$323K +$323K +9,741 New
CAN
420
Cetera Advisor Networks
California
$319K -$86.9K -2,627 -21%
CCA
421
Checchi Capital Advisers
California
$317K -$5.27K -159 -2%
DZ Bank
422
DZ Bank
Germany
$316K – – –
4WM
423
4J Wealth Management
Virginia
$310K +$310K +9,361 New
VCM
424
Vivaldi Capital Management
Illinois
$309K -$100 -3 -0%
FFG
425
Frisch Financial Group
New York
$304K +$6.85K +207 +2%
15 16
17
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