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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 %
GWS
476
Glassman Wealth Services
Virginia
$147K +$15K +451 +11%
POIA
477
Pin Oak Investment Advisors
Texas
$146K -$396 -12 -0.3%
SIAG
478
Signet Investment Advisory Group
Rhode Island
$142K +$142K +4,298 New
GLLW
479
Graves Light Lenhart Wealth
Virginia
$141K +$141K +4,254 New
TSW
480
Thompson Siegel & Walmsley
Virginia
$139K – – –
CA
481
Clearstead Advisors
Ohio
$126K – – –
BWA
482
Burt Wealth Advisors
Maryland
$123K – – –
APA
483
American Portfolios Advisors
New York
$119K +$3.58K +108 +3%
FFA
484
Freedman Financial Associates
Massachusetts
$105K +$105K +3,169 New
CFB
485
Cullen/Frost Bankers
Texas
$100K – – –
CFA
486
Carroll Financial Associates
North Carolina
$100K +$230 +7 +0.2%
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$95K +$6.28K +189 +7%
MGIM
488
M&G Investment Management
United Kingdom
$84K -$6.75K -203,986 -7%
MA
489
MCF Advisors
Kentucky
$84K +$132 +4 +0.2%
HIA
490
Harbor Investment Advisory
Maryland
$83K – – –
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$77K +$7.18K +218 +10%
CFGS
492
Concourse Financial Group Securities
Alabama
$76K -$12.7K -386 -14%
WT
493
Washington Trust
Rhode Island
$76K -$363 -11 -0.5%
TWA
494
TCI Wealth Advisors
Arizona
$76K – – –
FMT
495
First Mercantile Trust
Tennessee
$70K – – –
CDIA
496
Capital Directions Investment Advisors
Georgia
$69K – – –
CB
497
Community Bank
New York
$63K – – –
MHR
498
Matthew Hamilton Rosenberg
$62K – – –
CCA
499
Column Capital Advisors
Indiana
$57K +$15.1K +452 +36%
FCB
500
First Command Bank
Texas
$49K +$49K +1,476 New
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