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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 %
CCA
526
Column Capital Advisors
Indiana
$61K – – –
FCFS
527
First Command Financial Services
Texas
$53K – – –
FCB
528
First Command Bank
Texas
$53K – – –
MAM
529
Meeder Asset Management
Ohio
$53K +$53K +1,475 New
AWA
530
Artemis Wealth Advisors
New York
$50.1K – – –
SIM
531
Sonora Investment Management
Arizona
$50K – – –
EWM
532
Edge Wealth Management
New York
$47K +$47K +1,329 New
LAS
533
Lloyd Advisory Services
Georgia
$45K +$38.5K +1,089 +592%
PB
534
Pinnacle Bancorp
Nebraska
$43K – – –
CHC
535
City Holding Co
West Virginia
$42K – – –
MA
536
MCF Advisors
Kentucky
$40K -$50.8K -1,423 -56%
Group One Trading
537
Group One Trading
Illinois
$38K +$19.4K +537 +104%
TFA
538
Toth Financial Advisory
Virginia
$36K – – –
CFN
539
Cordasco Financial Network
Florida
$35K +$25.6K +723 +273%
BDWM
540
Brewin Dolphin Wealth Management
Ireland
$33.4K – – –
IAIM
541
International Assets Investment Management
Florida
$33K – – –
ZB
542
Zions Bancorporation
Utah
$31K -$3.77K -104 -11%
QCG
543
Quadrant Capital Group
Ohio
$28K +$1.6K +45 +6%
HI
544
Hudock Inc
Pennsylvania
$26K – – –
FHA
545
First Horizon Advisors
Tennessee
$26K – – –
CHA
546
Carmichael Hill & Associates
Maryland
$26K – – –
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$23K +$23K +651 New
GA
549
GoalVest Advisory
New York
$22K – – –
FA
550
Fortis Advisors
Pennsylvania
$22K +$22K +623 New
20 21
22
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