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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 %
KA
451
Kovack Advisors
Florida
$234K +$234K +7,050 New
Acadian Asset Management
452
Acadian Asset Management
Massachusetts
$229K -$53.8K -1,627 -19%
PAS
453
Park Avenue Securities
New York
$229K +$229K +6,926 New
VIMU
454
Veritas Investment Management (UK)
United Kingdom
$228K – – –
QI
455
QS Investors
New York
$226K +$226K +6,806 New
DC
456
Derby & Company
Massachusetts
$223K +$223K +6,727 New
CAM
457
Cubic Asset Management
Massachusetts
$223K +$223K +6,727 New
RMCM
458
Reynders McVeigh Capital Management
Massachusetts
$221K +$221K +6,669 New
DIM
459
DC Investments Management
Virginia
$219K +$219K +6,616 New
GAM
460
Griffin Asset Management
New York
$216K +$216K +6,521 New
VPIM
461
Vanguard Personalized Indexing Management
California
$215K +$215K +6,476 New
CCA
462
Childress Capital Advisors
Texas
$209K +$209K +6,313 New
OC
463
Oakworth Capital
Alabama
$208K – – –
SW
464
SVB Wealth
Massachusetts
$208K +$208K +6,267 New
WHG
465
Westwood Holdings Group
Texas
$206K -$52.5M -1,585,995 -100%
MML Investors Services
466
MML Investors Services
Massachusetts
$206K +$206K +6,210 New
BFM
467
Boston Financial Management
Massachusetts
$205K +$205K +6,175 New
XM
468
XTX Markets
New York
$205K +$205K +6,196 New
EP
469
Eudaimonia Partners
Tennessee
$204K – – –
Wolverine Trading
470
Wolverine Trading
Illinois
$204K +$204K +6,145 New
BPA
471
Beacon Pointe Advisors
California
$203K +$203K +6,094 New
VAS
472
Vestmark Advisory Solutions
Massachusetts
$202K +$202K +6,099 New
AA
473
Addison Advisors
Vermont
$174K +$174K +5,238 New
VFA
474
Valeo Financial Advisors
Indiana
$167K -$31.5K -953 -16%
SFS
475
Sowell Financial Services
Arkansas
$153K -$6.05K -183 -4%
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