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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 %
FCFS
501
First Command Financial Services
Texas
$49K +$49K +1,476 New
NIM
502
NuWave Investment Management
New Jersey
$48K -$199K -5,944 -81%
PWM
503
Perigon Wealth Management
California
$48K +$48K +1,445 New
AWA
504
Artemis Wealth Advisors
New York
$46.4K – – –
SIM
505
Sonora Investment Management
Arizona
$46K – – –
Walleye Trading
506
Walleye Trading
New York
$45K +$45K +1,371 New
S
507
SignatureFD
Georgia
$44K -$1.09K -33 -2%
PB
508
Pinnacle Bancorp
Nebraska
$40K – – –
CHC
509
City Holding Co
West Virginia
$39K – – –
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$38K -$22.6K -684 -37%
ABC
511
Associated Banc-Corp
Wisconsin
$38K +$38K +1,135 New
SIAG
512
Safeguard Investment Advisory Group
California
$37K +$37K +1,121 New
TFA
513
Toth Financial Advisory
Virginia
$33K – – –
IAIM
514
International Assets Investment Management
Florida
$33K +$33K +989 New
ZB
515
Zions Bancorporation
Utah
$32K – – –
LC
516
Lindbrook Capital
California
$32K +$9.9K +298 +45%
PWPS
517
Pinnacle Wealth Planning Services
Ohio
$31K +$31K +932 New
BDWM
518
Brewin Dolphin Wealth Management
Ireland
$31K +$31K +934 New
QCG
519
Quadrant Capital Group
Ohio
$25K -$1.24K -37 -5%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
FHA
521
First Horizon Advisors
Tennessee
$24K – – –
CHA
522
Carmichael Hill & Associates
Maryland
$24K – – –
HI
523
Hudock Inc
Pennsylvania
$24K +$426 +13 +2%
GA
524
GoalVest Advisory
New York
$21K +$21K +627 New
HWA
525
HHM Wealth Advisors
Tennessee
$20K – – –
19 20
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