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 %
BCM
576
BTR Capital Management
California
$229K – – –
W
577
Wealthsimple
Ontario, Canada
$228K +$228K +4,659 New
IC
578
Inscription Capital
Texas
$227K – – –
CFG
579
Citizens Financial Group
Rhode Island
$226K -$311K -6,391 -58%
PFS
580
Prospera Financial Services
Texas
$226K – – –
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K -$6.35K -130 -3%
GBA
582
Garrison Bradford & Associates
New York
$223K +$223K +4,577 New
HI
583
Harbour Investments
Wisconsin
$222K -$24.6K -505 -10%
BBW
584
Blue Barn Wealth
Utah
$222K +$222K +4,556 New
EWA
585
EP Wealth Advisors
California
$221K +$221K +4,532 New
AAS
586
Ameritas Advisory Services
Nebraska
$220K +$220K +4,508 New
CCM
587
Chickasaw Capital Management
Tennessee
$217K +$217K +4,442 New
BAM
588
Brave Asset Management
New Jersey
$217K +$217K +4,453 New
RMCM
589
Reynders McVeigh Capital Management
Massachusetts
$216K -$52.2K -1,069 -19%
CIA
590
Capital Investment Advisors
Georgia
$215K +$215K +4,414 New
POIA
591
Pin Oak Investment Advisors
Texas
$214K – – –
WBCM
592
Wilson & Boucher Capital Management
California
$214K +$214K +4,383 New
PFA
593
Pettinga Financial Advisors
Indiana
$212K +$212K +4,341 New
MSAM
594
Moloney Securities Asset Management
Missouri
$212K +$212K +4,348 New
FNBSF
595
First National Bank Sioux Falls
South Dakota
$210K +$210K +4,306 New
VIA
596
Vident Investment Advisory
Georgia
$208K -$84.1K -1,719 -29%
PWP
597
Principle Wealth Partners
Connecticut
$207K +$207K +4,237 New
EAM
598
Evanson Asset Management
California
$205K +$205K +4,210 New
TSW
599
Thompson Siegel & Walmsley
Virginia
$204K – – –
OFW
600
Omnia Family Wealth
Florida
$204K +$204K +4,174 New
22 23
24
25 26