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Brookfield
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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 %
Credit Agricole
101
Credit Agricole
France
$41.2M +$31.2M +871,962 +311%
BFS
102
Baskin Financial Services
Ontario, Canada
$40.9M +$926K +25,937 +2%
RJA
103
Raymond James & Associates
Florida
$40.8M +$1.52M +42,675 +4%
TAM
104
Third Avenue Management
New York
$38.8M -$5.93M -166,097 -13%
ESBC
105
E.S. Barr & Co
Kentucky
$35.5M -$317K -8,883 -0.9%
DMIC
106
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35.4M -$116K -3,252 -0.3%
ECA
107
Endeavour Capital Advisors
Connecticut
$34.7M -$1.52M -42,585 -4%
LM
108
Lincluden Management
Ontario, Canada
$34.3M -$9.52M -266,413 -22%
AAMU
109
Amundi Asset Management US
Massachusetts
$34.1M +$2.41M +67,392 +8%
PPA
110
Parametric Portfolio Associates
Washington
$33.6M +$33K +924 +0.1%
MSC
111
MUFG Securities (Canada)
New York
$33.2M +$15.1K +422 +0%
PMG
112
Private Management Group
California
$33M +$195K +5,454 +0.6%
MIM
113
Manitou Investment Management
Ontario, Canada
$32.6M +$585K +16,378 +2%
LCP
114
LGT Capital Partners
Switzerland
$32.4M +$356K +9,966 +1%
Renaissance Technologies
115
Renaissance Technologies
New York
$31.6M -$7.3M -204,427 -19%
CAI
116
Capital Advisors Inc
Oklahoma
$31.2M +$1.31M +36,588 +4%
Truist Financial
117
Truist Financial
North Carolina
$30.7M +$4.47M +125,039 +17%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$28.8M +$14.5M +404,673 +101%
BONST
119
Bank of Nova Scotia Trust
Ontario, Canada
$26.2M -$2.26M -63,394 -8%
FFA
120
First Foundation Advisors
California
$24.7M -$653K -18,288 -3%
WCA
121
Waratah Capital Advisors
Ontario, Canada
$24.7M +$13.6M +381,316 +123%
GCA
122
Guardian Capital Advisors
Ontario, Canada
$23.6M +$141K +3,950 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
123
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.2M +$1.39M +38,865 +6%
LOAME
124
Lombard Odier Asset Management (Europe)
United Kingdom
$22.1M +$6.14M +171,753 +39%
Dimensional Fund Advisors
125
Dimensional Fund Advisors
Texas
$21.8M -$2.24M -62,623 -9%
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