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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
+$375M
2
Capital International Investors
Capital International Investors
California
+$336M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$263M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$172M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$512M
2
Fidelity International
Fidelity International
Bermuda
-$260M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
4
QI
QV Investors
Alberta, Canada
-$67.6M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
126
Easterly Investment Partners
Massachusetts
$21.7M +$18.7M +522,095 +610%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$21M -$1.18M -33,010 -5%
MFWM
128
Motley Fool Wealth Management
Virginia
$20.9M +$52.8K +1,477 +0.3%
KS
129
Karpas Strategies
Connecticut
$20.5M -$90.2K -2,524 -0.4%
KFC
130
Klingenstein Fields & Co
New York
$20.3M +$29.3K +820 +0.1%
Aviva
131
Aviva
United Kingdom
$19.8M -$48.4K -1,357 -0.2%
ESCM
132
Echo Street Capital Management
New York
$19.3M +$2.17M +60,736 +13%
RCW
133
Rheos Capital Works
Japan
$19.2M +$4.45M +124,566 +30%
SSWM
134
Smith Salley Wealth Management
North Carolina
$18.8M +$835K +23,366 +5%
HighTower Advisors
135
HighTower Advisors
Illinois
$18M +$1.02M +28,528 +6%
AFIA
136
America First Investment Advisors
Nebraska
$17.9M -$534K -14,958 -3%
MFAM
137
Motley Fool Asset Management
Virginia
$17.8M +$4.45M +124,566 +33%
OGC
138
Oak Grove Capital
New Hampshire
$17.8M +$1.71M +47,957 +11%
CCA
139
Cobblestone Capital Advisors
New York
$17.7M +$185K +5,187 +1%
HWA
140
Heritage Wealth Advisors
Virginia
$17.4M +$3.27M +91,545 +23%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$17.2M +$16.8M +472,220 +4,389%
VDBMI
142
Van Den Berg Management I
Texas
$16.5M +$409K +11,462 +3%
NFC
143
Northeast Financial Consultants
Connecticut
$16.2M – – –
MWM
144
Madison Wealth Management
Ohio
$15.7M -$2.75M -76,956 -15%
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$15.6M +$301K +8,441 +2%
NWM
146
Nicola Wealth Management
British Columbia, Canada
$14.6M -$667K -18,685 -4%
LKIM
147
Lawson Kroeker Investment Management
Nebraska
$13.7M -$46.9K -1,312 -0.3%
UONDDL
148
University of Notre Dame du Lac
Indiana
$13.6M +$520K +14,557 +4%
SAM
149
Silvercrest Asset Management
New York
$12.7M +$226K +6,330 +2%
Marshall Wace
150
Marshall Wace
United Kingdom
$12.6M -$15.3M -429,133 -55%
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