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Brookfield
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Overview Fund Activity

629 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 366 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
10.98%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.17%
New
77
Increased
174
Reduced
366
Closed
45
Calls
$26.5M
Puts
$44.5M
Net Calls
-$17.9M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$302M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$243M
3
Capital World Investors
Capital World Investors
California
+$220M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$334M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$223M
3
Fidelity International
Fidelity International
Bermuda
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIMU
476
Veritas Investment Management (UK)
United Kingdom
$274K -$1.95K -38 -0.7%
GAM
477
Griffin Asset Management
New York
$268K -$1.4K -34 -0.5%
HPC
478
HM Payson & Co
Maine
$265K -$81.4K -1,976 -24%
WT
479
Washington Trust
Rhode Island
$260K -$1.98K -48 -0.8%
BFM
480
Boston Financial Management
Massachusetts
$260K +$5.85K +142 +2%
OC
481
Oakworth Capital
Alabama
$257K -$1.77K -43 -0.7%
EP
482
Eudaimonia Partners
Tennessee
$252K -$1.77K -43 -0.7%
5L
483
55I LLC
Massachusetts
$245K +$245K +5,940 New
BPA
484
Beacon Pointe Advisors
California
$245K +$245K +5,954 New
DWT
485
Dorsey & Whitney Trust
South Dakota
$244K -$1.69K -41 -0.7%
LOAMS
486
Lombard Odier Asset Management (Switzerland)
Switzerland
$244K +$244K +4,774 New
VFA
487
Valeo Financial Advisors
Indiana
$242K +$27.3K +661 +13%
PA
488
Pinnacle Associates
New York
$242K +$242K +5,872 New
M&T Bank
489
M&T Bank
New York
$241K -$202K -4,899 -46%
GC
490
Guggenheim Capital
Illinois
$239K -$53.9K -1,311 -18%
Macquarie Group
491
Macquarie Group
Australia
$237K -$1.65K -40 -0.7%
Cerity Partners
492
Cerity Partners
New York
$237K -$865 -21 -0.4%
RC
493
RegentAtlantic Capital
New Jersey
$234K -$7.94K -193 -3%
BFS
494
Bard Financial Services
Connecticut
$233K +$233K +5,665 New
VV
495
Verity & Verity
South Carolina
$232K -$1.6K -39 -0.7%
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$232K -$1.61K -39 -0.7%
CFA
497
CWS Financial Advisors
Michigan
$231K -$1.61K -39 -0.7%
GGS
498
Galvin Gaustad & Stein
Arizona
$230K -$1.19K -29 -0.5%
DIA
499
Dana Investment Advisors
Wisconsin
$229K -$1.56K -38 -0.7%
FA
500
Fortis Advisors
Pennsylvania
$229K +$203K +4,944 +794%
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