BN icon

Brookfield
BN

Overview Fund Activity

733 hedge funds and large institutions have $59.1B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 227 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+72
Holders Change %
+10.89%
% of All Funds
11.32%
Holding in Top 10
85
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.86%
% of All Funds
1.31%
New
125
Increased
223
Reduced
227
Closed
41
Calls
$26.6M
Puts
$81.2M
Net Calls
-$54.6M
Net Calls Change
-$41.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$733M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$128M
3
Fidelity International
Fidelity International
Bermuda
+$80.1M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$69.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.3M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$494M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$353M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$130M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
526
SVB Wealth
Massachusetts
$309K -$380K -7,764 -55%
CA
527
CoreCap Advisors
Michigan
$309K +$309K +6,335 New
OC
528
Oakworth Capital
Alabama
$307K – – –
VAS
529
Vestmark Advisory Solutions
Massachusetts
$307K +$70.2K +1,438 +30%
WTA
530
Washington Trust Advisors
Massachusetts
$304K +$304K +6,217 New
AWS
531
AJ Wealth Strategies
New York
$302K +$302K +6,185 New
KA
532
Kovack Advisors
Florida
$301K -$30.8K -632 -9%
BFM
533
Boston Financial Management
Massachusetts
$299K -$33.8K -694 -10%
Mercer Global Advisors
534
Mercer Global Advisors
Colorado
$297K -$72.4K -1,484 -20%
RWB
535
RMR Wealth Builders
New Jersey
$296K +$586 +12 +0.2%
PM
536
Pembroke Management
Quebec, Canada
$289K +$289K +4,680 New
LNC
537
Lincoln National Corp
Pennsylvania
$288K +$26.7K +547 +10%
5L
538
55I LLC
Massachusetts
$286K -$2.44K -50 -0.8%
BRWA
539
B. Riley Wealth Advisors
Florida
$286K -$490 -10 -0.2%
CB
540
Commerce Bank
Missouri
$285K +$55.9K +1,144 +24%
GGS
541
Galvin Gaustad & Stein
Arizona
$284K +$11.1K +228 +4%
ZIG
542
Zullo Investment Group
Pennsylvania
$284K +$284K +5,814 New
CCM
543
Covington Capital Management
California
$282K -$11.8K -243 -4%
AG
544
AIA Group
Hong Kong
$282K +$282K +5,783 New
Macquarie Group
545
Macquarie Group
Australia
$281K – – –
WANY
546
Wealthspire Advisors (New York)
New York
$281K +$36K +739 +15%
RDIA
547
RE Dickinson Investment Advisors
Iowa
$278K +$278K +5,700 New
SBIA
548
Sheaff Brock Investment Advisors
Indiana
$277K – – –
VV
549
Verity & Verity
South Carolina
$275K – – –
COF
550
Capital One Financial
Virginia
$274K -$100K -2,057 -27%
20 21
22
23 24