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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 %
NSCM
76
New South Capital Management
Tennessee
$61.8M +$1.85M +55,973 +3%
Aristotle Capital Management
77
Aristotle Capital Management
California
$59.2M +$3.51M +105,966 +6%
Public Sector Pension Investment Board (PSP Investments)
78
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$59.2M -$7.69M -231,883 -11%
Deutsche Bank
79
Deutsche Bank
Germany
$57.9M -$17.5M -529,498 -23%
Citigroup
80
Citigroup
New York
$56.6M +$12.9M +388,350 +29%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$54.5M +$851K +25,676 +2%
EVM
82
Eaton Vance Management
Massachusetts
$53.7M +$45.7M +1,378,991 +573%
Stifel Financial
83
Stifel Financial
Missouri
$51.8M +$281K +8,481 +0.5%
CIM
84
Confluence Investment Management
Missouri
$50.7M +$307K +9,254 +0.6%
SFG
85
Sather Financial Group
Texas
$47.4M +$2.49M +75,209 +6%
CAM
86
Cidel Asset Management
Ontario, Canada
$43.9M -$2.74M -82,524 -6%
AIA
87
Avalon Investment & Advisory
Texas
$43.3M -$640K -19,324 -1%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$43M – – –
UBS Group
89
UBS Group
Switzerland
$42.6M +$4.38M +132,100 +11%
GLCM
90
Greenlea Lane Capital Management
Connecticut
$41.8M +$3.24M +97,875 +8%
TAM
91
Third Avenue Management
New York
$41.5M -$13.3M -400,106 -24%
Goldman Sachs
92
Goldman Sachs
New York
$41M -$3.83M -115,509 -9%
LM
93
Lincluden Management
Ontario, Canada
$40.7M -$4.08M -123,060 -9%
Nuveen Asset Management
94
Nuveen Asset Management
Illinois
$39.9M +$20.3M +611,544 +103%
BMO
95
Beck Mack & Oliver
New York
$39.7M -$1.89M -57,123 -5%
CP
96
Cumberland Partners
Ontario, Canada
$38.5M -$4.22M -127,470 -10%
CQS
97
Credential Qtrade Securities
$38.4M +$959K +28,910 +3%
BFS
98
Baskin Financial Services
Ontario, Canada
$37.2M +$609K +18,358 +2%
RJA
99
Raymond James & Associates
Florida
$36.4M -$1.7M -51,413 -4%
Renaissance Technologies
100
Renaissance Technologies
New York
$36.1M -$27.8M -840,049 -44%
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