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Brookfield
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Overview Fund Activity

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$733M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$128M
3
Fidelity International
Fidelity International
Bermuda
+$80.1M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$69.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$494M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$353M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
426
MGO One Seven
Ohio
$639K +$23.9K +490 +4%
FPF
427
First Pacific Financial
Washington
$636K +$636K +13,027 New
SG Americas Securities
428
SG Americas Securities
New York
$635K -$8.2K -168 -1%
NCM
429
Next Capital Management
New York
$634K +$634K +12,989 New
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$619K -$18.1K -371 -3%
BAM
431
Belpointe Asset Management
Nevada
$615K – – –
GPA
432
Garrison Point Advisors
California
$611K – – –
Fisher Asset Management
433
Fisher Asset Management
Washington
$604K +$9.08K +186 +2%
PP
434
Paloma Partners
Connecticut
$592K +$592K +12,123 New
SWM
435
Segment Wealth Management
Texas
$588K – – –
SWM
436
Spire Wealth Management
Virginia
$587K +$129K +2,654 +28%
CSI
437
Cross Staff Investments
New York
$586K +$586K +11,995 New
HWM
438
HB Wealth Management
Georgia
$586K +$586K +12,005 New
YWP
439
YorkBridge Wealth Partners
New York
$585K – – –
PSUF
440
People's United Financial
Connecticut
$577K -$32.5K -666 -5%
FP
441
Financial Perspectives
Minnesota
$573K +$573K +11,744 New
CSIC
442
Clifford Swan Investment Counsel
California
$571K – – –
WIM
443
Wittenberg Investment Management
Massachusetts
$571K – – –
SCM
444
SKBA Capital Management
California
$566K – – –
LWAC
445
Laurel Wealth Advisors (California)
California
$564K – – –
KIA
446
Kraematon Investment Advisors
Massachusetts
$563K +$563K +11,531 New
MML Investors Services
447
MML Investors Services
Massachusetts
$561K -$34.8K -714 -6%
WCWM
448
Willow Creek Wealth Management
California
$559K – – –
AMCA
449
Arthur M. Cohen & Associates
Illinois
$556K – – –
MCWA
450
Meadow Creek Wealth Advisors
Georgia
$543K +$543K +11,127 New
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