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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 %
SW
451
SVB Wealth
Massachusetts
$275K +$50.9K +1,424 +23%
PAS
452
Park Avenue Securities
New York
$274K +$26.7K +749 +11%
KAM
453
Karani Asset Management
New York
$267K -$134K -3,737 -33%
PFS
454
Prospera Financial Services
Texas
$267K -$2.39K -67 -0.9%
MIM
455
Meridiem Investment Management
United Kingdom
$267K +$267K +7,474 New
FHA
456
Flagship Harbor Advisors
Massachusetts
$266K +$266K +7,434 New
DADC
457
D.A. Davidson & Co
Montana
$263K -$11.9K -334 -4%
NL
458
NWAM LLC
Washington
$259K – – –
ODCM
459
Old Dominion Capital Management
Virginia
$259K +$259K +7,246 New
NHC
460
Nicholas Hoffman & Company
Georgia
$259K +$259K +7,257 New
IWA
461
Intercontinental Wealth Advisors
Texas
$258K – – –
PFA
462
Pure Financial Advisors
California
$254K – – –
CHP
463
Cable Hill Partners
Oregon
$254K – – –
GC
464
Guggenheim Capital
Illinois
$254K +$254K +7,120 New
KA
465
Kovack Advisors
Florida
$252K +$71 +2 +0%
OWP
466
Obermeyer Wealth Partners
Colorado
$250K +$250K +7,012 New
VPIM
467
Vanguard Personalized Indexing Management
California
$248K +$16.6K +465 +7%
CCA
468
Childress Capital Advisors
Texas
$246K +$21K +589 +9%
QI
469
QS Investors
New York
$243K – – –
CGL
470
Clarius Group LLC
Washington
$243K +$243K +6,803 New
VIMU
471
Veritas Investment Management (UK)
United Kingdom
$242K – – –
CAM
472
Cubic Asset Management
Massachusetts
$240K – – –
DC
473
Derby & Company
Massachusetts
$240K – – –
GAM
474
Griffin Asset Management
New York
$233K +$535 +15 +0.2%
WT
475
Washington Trust
Rhode Island
$227K +$145K +4,041 +176%
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