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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 %
VCM
426
Vivaldi Capital Management
Illinois
$351K -$10.9K -280 -3%
CA
427
Cortland Associates
Missouri
$350K – – –
JWCA
428
J.W. Cole Advisors
Florida
$343K -$14.9K -418 -4%
DZ Bank
429
DZ Bank
Germany
$340K – – –
ANTB
430
AMG National Trust Bank
Colorado
$339K +$14.2K +398 +4%
CAN
431
Cetera Advisor Networks
California
$338K -$6.83K -191 -2%
CCA
432
Checchi Capital Advisers
California
$336K -$5.57K -156 -2%
4WM
433
4J Wealth Management
Virginia
$334K – – –
FFG
434
Frisch Financial Group
New York
$328K +$428 +12 +0.1%
BC
435
Bartlett & Co
Ohio
$317K – – –
SFS
436
Sowell Financial Services
Arkansas
$317K +$147K +3,996 +86%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$317K – – –
IC
438
Intersect Capital
California
$315K +$3.46K +97 +1%
SWM
439
Spire Wealth Management
Virginia
$303K +$303K +8,406 New
ETI
440
Enterprise Trust & Investment
California
$300K – – –
HPC
441
HM Payson & Co
Maine
$300K +$300K +8,408 New
BRWA
442
B. Riley Wealth Advisors
Florida
$299K +$299K +8,357 New
Verition Fund Management
443
Verition Fund Management
Connecticut
$296K +$296K +8,272 New
MML Investors Services
444
MML Investors Services
Massachusetts
$290K +$68.1K +1,905 +31%
KJHP
445
K.J. Harrison & Partners
Ontario, Canada
$288K -$96.4K -2,707 -25%
GAM
446
Gould Asset Management
California
$287K -$15.5K -433 -5%
NFG
447
Next Financial Group
Texas
$286K +$107 +3 +0%
IAA
448
Independent Advisor Alliance
North Carolina
$279K -$12K -335 -4%
BF
449
BOK Financial
Oklahoma
$279K – – –
FWIA
450
Fort Washington Investment Advisors
Ohio
$276K -$5.01K -140 -2%
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