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Brookfield
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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 %
EL
676
EMFO LLC
Florida
$18K – – –
SIC
677
SJS Investment Consulting
Ohio
$18K +$18K +367 New
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
$16.3K – – –
SC
679
Sierra Capital
Florida
$15K +$15K +308 New
CCM
680
Cribstone Capital Management
Maine
$14K – – –
CCM
681
Chilton Capital Management
Texas
$14K +$14K +291 New
OCM
682
Orion Capital Management
California
$13K – – –
BHWM
683
Beaird Harris Wealth Management
Texas
$13K +$13K +275 New
EWA
684
EverSource Wealth Advisors
Alabama
$13K +$13K +281 New
SCA
685
Snowden Capital Advisors
New York
$12K -$1.64M -34,490 -99%
AIP
686
Ahrens Investment Partners
Louisiana
$12K +$12K +247 New
AWA
687
Artemis Wealth Advisors
New York
$11.5K -$56.8K -1,158 -83%
ACA
688
Atlas Capital Advisors
Wyoming
$11.2K – – –
KFS
689
Kelly Financial Services
Massachusetts
$10.5K +$10.5K +215 New
NSIM
690
North Star Investment Management
Illinois
$10K – – –
EARNEST Partners
691
EARNEST Partners
Georgia
$9K -$2.2K -43 -20%
BCM
692
Bourgeon Capital Management
Connecticut
$9K – – –
FPS
693
Fieldpoint Private Securities
Connecticut
$9K – – –
AF
694
Advisornet Financial
Minnesota
$9K +$5.73K +119 +175%
PMFA
695
Plante Moran Financial Advisors
Michigan
$9K +$9K +194 New
EWM
696
Endurance Wealth Management
Rhode Island
$8K – – –
SA
697
SRH Advisors
Kansas
$8K – – –
ME
698
McIlrath & Eck
Washington
$8K – – –
AF
699
Allworth Financial
California
$8K +$8K +171 New
BAM
700
Bellevue Asset Management
Washington
$7K -$148 -3 -2%
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