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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
1
Wellington Management Group
Massachusetts
$1.12B
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312M
3
Fidelity International
3
Fidelity International
Bermuda
$1.87B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$69.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.59B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$180M +$180M +3,685,807 New
CB
52
Cooke & Bieler
Pennsylvania
$178M -$16.2M -331,507 -8%
NHAS
53
Novo Holdings A/S
Denmark
$176M -$10.4M -212,764 -6%
BCIM
54
British Columbia Investment Management
British Columbia, Canada
$175M -$4.06M -83,192 -2%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$167M +$166K +3,411 +0.1%
TAM
56
Timucuan Asset Management
Florida
$161M +$265K +5,419 +0.2%
Goldman Sachs
57
Goldman Sachs
New York
$160M -$15.3M -313,119 -9%
AC
58
Addenda Capital
Quebec, Canada
$160M +$200K +3,241 +0.1%
BAMCO Inc
59
BAMCO Inc
New York
$159M +$13.7M +280,336 +9%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$154M -$130M -2,661,354 -46%
MAM
61
Madison Asset Management
Wisconsin
$145M -$8.82M -180,696 -6%
CCM
62
Check Capital Management
California
$140M -$2.01M -41,131 -1%
CS
63
Credit Suisse
Switzerland
$134M +$10.9M +223,147 +9%
Aristotle Capital Management
64
Aristotle Capital Management
California
$133M +$25M +511,528 +23%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$127M +$3.28M +67,130 +3%
HKAM
66
Horizon Kinetics Asset Management
New York
$125M +$3.87M +79,241 +3%
BAM
67
Burgundy Asset Management
Ontario, Canada
$121M -$41.9M -860,159 -26%
MBI
68
Montrusco Bolton Investments
Quebec, Canada
$117M -$10.1M -205,888 -8%
MCI
69
McDonald Capital Investors
California
$108M -$2.18M -44,699 -2%
Wells Fargo
70
Wells Fargo
California
$108M -$23.3M -476,578 -18%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$105M +$10.1M +206,313 +11%
EVM
72
Eaton Vance Management
Massachusetts
$101M +$6M +122,849 +6%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$93.3M -$5.35M -109,398 -5%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$93M +$3.35M +68,697 +4%
JVBC
75
J.V. Bruni & Co
Colorado
$91.8M -$680K -13,938 -0.7%
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