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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 %
EIG
26
EdgePoint Investment Group
Ontario, Canada
$365M +$18.8M +566,474 +5%
MG
27
Markel Group
Virginia
$359M +$243K +7,349 +0.1%
DC
28
Davenport & Co
Virginia
$343M +$16.9M +511,136 +5%
Invesco
29
Invesco
Georgia
$330M -$35.8M -1,081,286 -10%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$295M +$11.2M +337,947 +4%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$267M -$32.9M -992,234 -11%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$261M +$37.5M +1,131,290 +17%
Morgan Stanley
33
Morgan Stanley
New York
$260M +$7.64M +230,658 +3%
Franklin Resources
34
Franklin Resources
California
$255M +$915K +27,587 +0.4%
Legal & General Group
35
Legal & General Group
United Kingdom
$251M +$4.93M +148,681 +2%
BCIM
36
British Columbia Investment Management
British Columbia, Canada
$222M -$1.33M -40,007 -0.6%
APG Asset Management
37
APG Asset Management
Netherlands
$216M +$7.43M +274,111 +4%
OAC
38
OMERS Administration Corp
Ontario, Canada
$207M -$64M -1,932,516 -24%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$205M +$27M +813,403 +15%
Bank of America
40
Bank of America
North Carolina
$185M -$2.3M -69,514 -1%
SC
41
Scotia Capital
Ontario, Canada
$184M +$6.09M +183,944 +3%
GC
42
Guardian Capital
Ontario, Canada
$173M +$38.3M +1,156,174 +29%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$171M -$5.01M -151,270 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$156M -$32.9M -995,123 -17%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154M -$3.58M -108,410 -2%
BRIM
46
Broad Run Investment Management
Virginia
$144M -$35.6M -1,075,158 -20%
AII
47
AGF Investments Inc
Ontario, Canada
$141M -$43.4M -1,307,385 -24%
BAM
48
Burgundy Asset Management
Ontario, Canada
$137M -$8.51M -256,541 -6%
MAMU
49
Marathon Asset Management (UK)
United Kingdom
$135M -$22.5M -677,975 -14%
FAM
50
Fenimore Asset Management
New York
$130M -$510K -15,381 -0.4%
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