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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 %
4WM
451
4J Wealth Management
Virginia
$542K +$91.7K +1,879 +20%
AF
452
Apexium Financial
Texas
$540K – – –
Wolverine Trading
453
Wolverine Trading
Illinois
$540K +$540K +11,034 New
WHG
454
Westwood Holdings Group
Texas
$528K +$528K +10,824 New
RAM
455
Rempart Asset Management
Canada
$525K – – –
FCI
456
Financial Counselors Inc
Kansas
$521K -$5.32K -109 -1%
BFM
457
Boothbay Fund Management
New York
$512K -$49 -1 -0%
B
458
Bailard
California
$507K +$8.2K +168 +2%
A
459
Astrantus
Cyprus
$506K +$506K +10,366 New
GT
460
Glenview Trust
Kentucky
$493K +$493K +10,096 New
IAA
461
Independent Advisor Alliance
North Carolina
$489K -$95.9K -1,963 -16%
BCM
462
Bayesian Capital Management
New York
$483K -$1.08M -22,152 -69%
DHFB
463
Dixon Hubard Feinour & Brown
Virginia
$483K +$483K +9,887 New
CA
464
Cortland Associates
Missouri
$476K – – –
MSFS
465
Main Street Financial Solutions
Pennsylvania
$470K +$470K +9,621 New
ANTB
466
AMG National Trust Bank
Colorado
$464K -$2K -41 -0.4%
CCG
467
Cypress Capital Group
Florida
$463K +$463K +9,480 New
DZ Bank
468
DZ Bank
Germany
$461K – – –
Susquehanna International Group
469
Susquehanna International Group
Pennsylvania
$456K -$352K -7,210 -44%
VPI
470
Value Partners Investments
Manitoba, Canada
$453K +$53.1K +1,091 +13%
CCA
471
Checchi Capital Advisers
California
$451K +$18.5K +380 +4%
IC
472
Intersect Capital
California
$445K – – –
Cerity Partners
473
Cerity Partners
New York
$443K +$175K +3,586 +65%
FFG
474
Frisch Financial Group
New York
$442K – – –
VOYA Investment Management
475
VOYA Investment Management
Georgia
$442K +$10.3K +211 +2%
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