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Brookfield
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Overview Fund Activity

629 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 366 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
10.98%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.17%
New
77
Increased
174
Reduced
366
Closed
45
Calls
$26.5M
Puts
$44.5M
Net Calls
-$17.9M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$302M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$243M
3
Capital World Investors
Capital World Investors
California
+$220M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$334M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$223M
3
Fidelity International
Fidelity International
Bermuda
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Segment Wealth Management
Texas
$497K -$3.51K -85 -0.7%
HB
402
Homrich & Berg
Georgia
$495K -$3.46K -84 -0.7%
BAM
403
Belpointe Asset Management
Nevada
$491K +$2.97K +72 +0.6%
RCA
404
Resonant Capital Advisors
Wisconsin
$489K -$84.1K -2,039 -15%
FP
405
Financial Perspectives
Minnesota
$484K +$484K +11,744 New
SCM
406
SKBA Capital Management
California
$483K +$6.89K +167 +1%
WIM
407
Wittenberg Investment Management
Massachusetts
$482K -$3.34K -81 -0.7%
LWAC
408
Laurel Wealth Advisors (California)
California
$476K -$3.34K -81 -0.7%
CCM
409
Coe Capital Management
Illinois
$472K -$3.3K -80 -0.7%
WCWM
410
Willow Creek Wealth Management
California
$472K +$472K +11,446 New
EFS
411
Essex Financial Services
Connecticut
$471K +$471K +11,430 New
PCP
412
Proficio Capital Partners
Massachusetts
$470K -$3.3K -80 -0.7%
AMCA
413
Arthur M. Cohen & Associates
Illinois
$469K -$3.3K -80 -0.7%
ACP
414
Arcus Capital Partners
Georgia
$462K +$8.21K +199 +2%
AF
415
Apexium Financial
Texas
$456K -$3.18K -77 -0.7%
RE
416
RBC Europe
United Kingdom
$455K -$3.22K -78 -0.7%
AHC
417
Anderson Hoagland & Co
Missouri
$441K +$441K +10,703 New
CCM
418
Covington Capital Management
California
$440K -$206 -5 -0%
BFM
419
Boothbay Fund Management
New York
$433K -$139K -3,372 -24%
B
420
Bailard
California
$421K -$2.97K -72 -0.7%
PSUF
421
People's United Financial
Connecticut
$415K -$2.89K -70 -0.7%
VCM
422
Vivaldi Capital Management
Illinois
$412K -$1.65K -36 -0.4%
IAA
423
Independent Advisor Alliance
North Carolina
$411K +$88.8K +2,154 +28%
FANJ
424
Financial Architects (New Jersey)
New Jersey
$411K +$411K +9,979 New
IWC
425
Integrated Wealth Concepts
Massachusetts
$405K -$43.4K -1,053 -10%
15 16
17
18 19