BN icon

Brookfield
BN

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
$1.13B
2
Capital International Investors
Capital International Investors
California
$336M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.48B
5
EIG
EdgePoint Investment Group
Ontario, Canada
$563M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
$41.6M
2
Fidelity International
Fidelity International
Bermuda
$1.16B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$217M
4
QI
QV Investors
Alberta, Canada
$0
5
BCIM
British Columbia Investment Management
British Columbia, Canada
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
626
DC Investments Management
Virginia
– -$219K -6,616 Closed
Wolverine Trading
627
Wolverine Trading
Illinois
– -$204K -6,145 Closed
VAS
628
Vestmark Advisory Solutions
Massachusetts
– -$202K -6,099 Closed
BPA
629
Beacon Pointe Advisors
California
– -$203K -6,094 Closed
SIAG
630
Signet Investment Advisory Group
Rhode Island
– -$142K -4,298 Closed
BWA
631
Burt Wealth Advisors
Maryland
– -$123K -3,705 Closed
CDIA
632
Capital Directions Investment Advisors
Georgia
– -$69K -2,089 Closed
PWM
633
Perigon Wealth Management
California
– -$48K -1,445 Closed
NIM
634
NuWave Investment Management
New Jersey
– -$48K -1,437 Closed
ABC
635
Associated Banc-Corp
Wisconsin
– -$38K -1,135 Closed
SIAG
636
Safeguard Investment Advisory Group
California
– -$37K -1,121 Closed
PWPS
637
Pinnacle Wealth Planning Services
Ohio
– -$31K -932 Closed
CAAS
638
Capital Asset Advisory Services
Michigan
– -$17K -527 Closed
PS
639
Planned Solutions
California
– -$17K -498 Closed
FWM
640
FSA Wealth Management
Massachusetts
– -$16K -476 Closed
HF
641
Halpern Financial
Virginia
– -$15.6K -471 Closed
AWG
642
Altus Wealth Group
Colorado
– -$12K -360 Closed
KFS
643
Kelly Financial Services
Massachusetts
– -$11.9K -359 Closed
MRCM
644
M&R Capital Management
New Jersey
– -$8K -249 Closed
CCMIC
645
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$4K -108 Closed
BNP Paribas Financial Markets
646
BNP Paribas Financial Markets
France
– -$3.43K -103 Closed
FPCG
647
Fort Pitt Capital Group
Pennsylvania
– -$3K -93 Closed
RPWA
648
Regent Peak Wealth Advisors
Georgia
– -$1K -39 Closed
22 23 24 25
26