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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 %
CA
426
Cortland Associates
Missouri
$401K -$2.81K -68 -0.7%
ASFA
427
All Season Financial Advisors
Colorado
$398K +$398K +9,658 New
DZ Bank
428
DZ Bank
Germany
$390K -$2.72K -66 -0.7%
ANTB
429
AMG National Trust Bank
Colorado
$389K -$2.39K -58 -0.6%
4WM
430
4J Wealth Management
Virginia
$383K -$2.68K -65 -0.7%
PAG
431
Private Advisor Group
New Jersey
$381K +$381K +9,244 New
FFG
432
Frisch Financial Group
New York
$377K -$2.15K -52 -0.6%
BSW
433
Buckingham Strategic Wealth
Missouri
$377K +$127K +3,091 +51%
WANY
434
Wealthspire Advisors (New York)
New York
$375K -$189K -4,582 -34%
IC
435
Intersect Capital
California
$375K +$11.5K +279 +3%
SW
436
SVB Wealth
Massachusetts
$373K +$56.1K +1,361 +18%
Twin Tree Management
437
Twin Tree Management
Texas
$372K -$1.81M -43,895 -83%
SWM
438
Spire Wealth Management
Virginia
$372K +$25.7K +623 +7%
APA
439
American Portfolios Advisors
New York
$365K +$175K +4,241 +92%
BC
440
Bartlett & Co
Ohio
$363K -$2.56K -62 -0.7%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$363K -$2.56K -62 -0.7%
CCA
442
Checchi Capital Advisers
California
$361K -$26.9K -652 -7%
JWCA
443
J.W. Cole Advisors
Florida
$359K -$36K -875 -9%
IWA
444
Intercontinental Wealth Advisors
Texas
$357K +$59.1K +1,434 +20%
MML Investors Services
445
MML Investors Services
Massachusetts
$346K +$11.7K +283 +3%
ETI
446
Enterprise Trust & Investment
California
$344K -$2.39K -58 -0.7%
GAM
447
Gould Asset Management
California
$329K -$2.31K -56 -0.7%
ODCM
448
Old Dominion Capital Management
Virginia
$329K +$30.3K +736 +10%
NFG
449
Next Financial Group
Texas
$327K -$2.39K -58 -0.7%
Wolverine Trading
450
Wolverine Trading
Illinois
$327K +$327K +7,702 New
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