BN icon

Brookfield
BN

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
$690M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.14B
3
Capital World Investors
Capital World Investors
California
$970M
4
Viking Global Investors
Viking Global Investors
Connecticut
$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$864M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$595M
2
OAC
OMERS Administration Corp
Ontario, Canada
$0
3
Fidelity International
Fidelity International
Bermuda
$1.16B
4
Citadel Advisors
Citadel Advisors
Florida
$14.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
526
Kelly Financial Services
Massachusetts
$172K +$172K +10,867 New
GLLW
527
Graves Light Lenhart Wealth
Virginia
$158K -$16.8K -408 -10%
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$158K +$25.1K +609 +19%
CA
529
Clearstead Advisors
Ohio
$156K -$1.11K -27 -0.7%
GAM
530
GVO Asset Management
Switzerland
$150K -$28.8K -701 -16%
BWA
531
BDO Wealth Advisors
Florida
$150K -$1.07K -26 -0.7%
T2I
532
Turim 21 Investimentos
Brazil
$145K -$1.03K -25 -0.7%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$132K +$20.1K +488 +18%
CFA
534
Carroll Financial Associates
North Carolina
$131K +$5.68K +138 +5%
FFA
535
Freedman Financial Associates
Massachusetts
$130K -$6.65K -161 -5%
WP
536
WealthShield Partners
North Carolina
$124K +$41.1K +1,001 +50%
HFS
537
Hantz Financial Services
Michigan
$124K +$115K +2,787 +1,212%
CF
538
Centaurus Financial
California
$115K +$115K +2,783 New
GWSG
539
GPS Wealth Strategies Group
Colorado
$111K -$7.87K -191 -7%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$103K -$698 -17 -0.7%
HIA
541
Harbor Investment Advisory
Maryland
$102K -$698 -17 -0.7%
SG Americas Securities
542
SG Americas Securities
New York
$101K +$101K +2,452 New
MGIM
543
M&G Investment Management
United Kingdom
$98.3K -$10.6K -258,048 -10%
CFGS
544
Concourse Financial Group Securities
Alabama
$96K -$5.51K -133 -5%
EBA
545
Eagle Bay Advisors
New York
$95K +$95K +2,288 New
TWA
546
TCI Wealth Advisors
Arizona
$93K -$657 -16 -0.7%
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$89K -$618 -15 -0.7%
FMT
548
First Mercantile Trust
Tennessee
$87K -$621 -15 -0.7%
VCM
549
Vigilant Capital Management
Maine
$87K +$87K +2,115 New
CDIA
550
Capital Directions Investment Advisors
Georgia
$85K +$85K +2,074 New
20 21
22
23 24