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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 %
OC
476
Oakworth Capital
Alabama
$225K – – –
FCI
477
Financial Counselors Inc
Kansas
$225K +$225K +6,304 New
WHG
478
Westwood Holdings Group
Texas
$223K – – –
VV
479
Verity & Verity
South Carolina
$223K +$223K +5,680 New
BFM
480
Boston Financial Management
Massachusetts
$221K – – –
EP
481
Eudaimonia Partners
Tennessee
$220K – – –
BSW
482
Buckingham Strategic Wealth
Missouri
$217K +$217K +6,064 New
CSIC
483
Clifford Swan Investment Counsel
California
$214K +$214K +5,989 New
DWT
484
Dorsey & Whitney Trust
South Dakota
$213K +$213K +5,975 New
RC
485
RegentAtlantic Capital
New Jersey
$210K +$210K +5,881 New
Macquarie Group
486
Macquarie Group
Australia
$207K +$207K +5,797 New
Cerity Partners
487
Cerity Partners
New York
$206K +$206K +5,776 New
LCWP
488
Legacy Capital Wealth Partners
Arkansas
$204K +$204K +5,704 New
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$203K +$203K +5,675 New
CFA
490
CWS Financial Advisors
Michigan
$202K +$202K +5,650 New
GGS
491
Galvin Gaustad & Stein
Arizona
$201K +$201K +5,618 New
D.E. Shaw & Co
492
D.E. Shaw & Co
New York
$200K -$3.02M -84,705 -94%
DIA
493
Dana Investment Advisors
Wisconsin
$200K +$200K +5,605 New
RWB
494
RMR Wealth Builders
New Jersey
$190K +$171K +4,774 +874%
VFA
495
Valeo Financial Advisors
Indiana
$186K +$5.44K +152 +3%
HI
496
Harbour Investments
Wisconsin
$172K +$172K +4,809 New
ACM
497
Allred Capital Management
Texas
$171K +$171K +4,780 New
APA
498
American Portfolios Advisors
New York
$165K +$37K +1,036 +29%
GWS
499
Glassman Wealth Services
Virginia
$158K -$752 -21 -0.5%
POIA
500
Pin Oak Investment Advisors
Texas
$158K – – –
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