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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 %
RWM
426
Ritholtz Wealth Management
New York
$304K +$29.9K +902 +11%
BCI
427
Brinker Capital Investments
Pennsylvania
$302K +$302K +9,111 New
ANTB
428
AMG National Trust Bank
Colorado
$301K +$44.4K +1,341 +17%
BJL
429
Brighton Jones LLC
Washington
$295K +$295K +8,903 New
BC
430
Bartlett & Co
Ohio
$294K -$124K -3,737 -30%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$294K -$124K -3,737 -30%
IC
432
Intersect Capital
California
$289K +$1.36K +41 +0.5%
GAM
433
Gould Asset Management
California
$280K +$17.7K +536 +7%
BAM
434
Belpointe Asset Management
Nevada
$274K +$274K +8,274 New
IAA
435
Independent Advisor Alliance
North Carolina
$270K +$270K +8,145 New
NFG
436
Next Financial Group
Texas
$265K – – –
ETI
437
Enterprise Trust & Investment
California
$261K – – –
FWIA
438
Fort Washington Investment Advisors
Ohio
$260K -$13.9K -420 -5%
BF
439
BOK Financial
Oklahoma
$258K – – –
BBHC
440
Brown Brothers Harriman & Co
New York
$256K – – –
DADC
441
D.A. Davidson & Co
Montana
$255K -$4.57K -138 -2%
NFGCM
442
Norman Fields Gottscho Capital Management
New York
$251K – – –
PFS
443
Prospera Financial Services
Texas
$250K +$250K +7,541 New
TRCT
444
Tower Research Capital (TRC)
New York
$247K -$83K -2,504 -25%
MPCG
445
Matrix Private Capital Group
New York
$246K +$246K +7,427 New
IWA
446
Intercontinental Wealth Advisors
Texas
$240K +$240K +7,231 New
NL
447
NWAM LLC
Washington
$240K +$240K +7,257 New
LIM
448
Lagoda Investment Management
New York
$235K +$235K +7,100 New
CHP
449
Cable Hill Partners
Oregon
$235K +$235K +7,100 New
PFA
450
Pure Financial Advisors
California
$235K +$235K +7,104 New
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