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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 %
EARNEST Partners
551
EARNEST Partners
Georgia
$7K – – –
NSIM
552
North Star Investment Management
Illinois
$6K -$54.4K -1,695 -90%
EWM
553
Endurance Wealth Management
Rhode Island
$6K – – –
BCM
554
Bourgeon Capital Management
Connecticut
$6K – – –
GRP
555
Global Retirement Partners
California
$6K – – –
LAS
556
Lloyd Advisory Services
Georgia
$6K – – –
BAM
557
Bellevue Asset Management
Washington
$5K -$248 -8 -5%
SA
558
SRH Advisors
Kansas
$5K – – –
ME
559
McIlrath & Eck
Washington
$5K – – –
EIP
560
Ellis Investment Partners
Pennsylvania
$5K – – –
CCMIC
561
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K -$2.96K -80 -43%
AAP
562
Arax Advisory Partners
Colorado
$4K – – –
DWP
563
Destiny Wealth Partners
Florida
$4K +$4K +127 New
BNP Paribas Financial Markets
564
BNP Paribas Financial Markets
France
$3.43K -$37.3K -1,121 -92%
PA
565
Parallel Advisors
California
$3K -$655 -19 -18%
GAM
566
Gemmer Asset Management
California
$3K – – –
FPCG
567
Fort Pitt Capital Group
Pennsylvania
$3K +$3K +93 New
PWMG
568
Prestige Wealth Management Group
New Jersey
$2K -$2.11K -74 -51%
SJIM
569
St. Johns Investment Management
Florida
$2K – – –
CFD
570
Creative Financial Designs
Indiana
$2K – – –
MF
571
Manchester Financial
California
$2K – – –
BCA
572
Berman Capital Advisors
Georgia
$2K – – –
RFA
573
Reilly Financial Advisors
California
$1K – – –
EW
574
Evoke Wealth
California
$1K – – –
CAGAS
575
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
21 22
23
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