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Brookfield
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Overview Fund Activity

629 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 366 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
10.98%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.17%
New
77
Increased
174
Reduced
366
Closed
45
Calls
$26.5M
Puts
$44.5M
Net Calls
-$17.9M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$690M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.14B
3
Capital World Investors
Capital World Investors
California
$970M
4
Viking Global Investors
Viking Global Investors
Connecticut
$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$864M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$595M
2
OAC
OMERS Administration Corp
Ontario, Canada
$0
3
Fidelity International
Fidelity International
Bermuda
$1.16B
4
Citadel Advisors
Citadel Advisors
Florida
$14.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
126
Klingenstein Fields & Co
New York
$23.4M -$49.4K -1,199 -0.2%
SSWM
127
Smith Salley Wealth Management
North Carolina
$22M +$362K +8,788 +2%
Aviva
128
Aviva
United Kingdom
$22M -$902K -21,870 -4%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$21.6M -$11.6M -281,290 -35%
LOAME
130
Lombard Odier Asset Management (Europe)
United Kingdom
$21.4M -$4.08M -98,891 -16%
HWA
131
Heritage Wealth Advisors
Virginia
$21.2M +$1.1M +26,712 +5%
HighTower Advisors
132
HighTower Advisors
Illinois
$21.2M +$363K +8,798 +2%
CCA
133
Cobblestone Capital Advisors
New York
$20.5M +$55.4K +1,345 +0.3%
IMPI
134
Ilmarinen Mutual Pension Insurance
Finland
$20.4M +$20.4M +494,800 New
AFIA
135
America First Investment Advisors
Nebraska
$20.4M -$215K -5,205 -1%
OGC
136
Oak Grove Capital
New Hampshire
$20.4M -$96.6K -2,345 -0.5%
MFAM
137
Motley Fool Asset Management
Virginia
$20.4M -$143K -3,464 -0.7%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$19M -$977K -23,671 -5%
MWM
139
Madison Wealth Management
Ohio
$18.7M +$588K +14,274 +3%
NFC
140
Northeast Financial Consultants
Connecticut
$18.5M -$130K -3,149 -0.7%
BCM
141
Barometer Capital Management
Ontario, Canada
$18.5M +$4.56M +89,152 +33%
VDBMI
142
Van Den Berg Management I
Texas
$18.3M -$674K -16,351 -4%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$18.1M +$118K +2,854 +0.7%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.9M -$61.8M -1,497,154 -78%
NWM
145
Nicola Wealth Management
British Columbia, Canada
$16.4M -$501K -12,131 -3%
LKIM
146
Lawson Kroeker Investment Management
Nebraska
$15.5M -$257K -6,226 -2%
NIPH
147
NN Investment Partners Holdings
Netherlands
$14.9M +$416K +10,087 +3%
Man Group
148
Man Group
United Kingdom
$14.8M +$10.3M +250,110 +229%
Citadel Advisors
149
Citadel Advisors
Florida
$14.6M -$130M -3,154,017 -90%
ACI
150
AMP Capital Investors
Australia
$14.5M -$101K -2,457 -0.7%
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