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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 %
GAM
501
GVO Asset Management
Switzerland
$155K +$155K +4,346 New
GLLW
502
Graves Light Lenhart Wealth
Virginia
$152K – – –
TSW
503
Thompson Siegel & Walmsley
Virginia
$150K – – –
CA
504
Clearstead Advisors
Ohio
$136K – – –
BWA
505
BDO Wealth Advisors
Florida
$131K +$131K +3,675 New
T2I
506
Turim 21 Investimentos
Brazil
$127K +$127K +3,550 New
FFA
507
Freedman Financial Associates
Massachusetts
$118K +$4.96K +139 +4%
GWMIA
508
Global Wealth Management Investment Advisory
Florida
$115K +$13.1K +368 +13%
TRCT
509
Tower Research Capital (TRC)
New York
$109K -$157K -4,401 -59%
CFA
510
Carroll Financial Associates
North Carolina
$108K – – –
GWSG
511
GPS Wealth Strategies Group
Colorado
$103K +$103K +2,885 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$97K +$55.8K +1,560 +135%
MGIM
513
M&G Investment Management
United Kingdom
$95.2K +$3.85K +106,939 +4%
S
514
SignatureFD
Georgia
$93K +$45.6K +1,276 +96%
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$90K +$90K +2,526 New
HIA
516
Harbor Investment Advisory
Maryland
$89K – – –
CFGS
517
Concourse Financial Group Securities
Alabama
$88K +$5.13K +143 +6%
AIC
518
Ameritas Investment Company
Nebraska
$82.6K +$82.6K +2,313 New
TWA
519
TCI Wealth Advisors
Arizona
$81K – – –
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$78K -$5.88K -164 -7%
FMT
521
First Mercantile Trust
Tennessee
$76K – – –
WP
522
WealthShield Partners
North Carolina
$72K +$72K +2,019 New
CB
523
Community Bank
New York
$68K – – –
MHR
524
Matthew Hamilton Rosenberg
$67K – – –
JFA
525
JNBA Financial Advisors
Minnesota
$67K +$57.9K +1,620 +635%
19 20
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