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

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$29.6M +$1.92M +39,411 +7%
PCIG
127
Partners Capital Investment Group
Massachusetts
$29.3M +$29.3M +600,768 New
WCA
128
Waratah Capital Advisors
Ontario, Canada
$29.1M -$4.76M -97,473 -14%
RCW
129
Rheos Capital Works
Japan
$28.9M – – –
MFWM
130
Motley Fool Wealth Management
Virginia
$28.1M -$238K -4,866 -0.8%
HWA
131
Heritage Wealth Advisors
Virginia
$27.8M +$1.4M +28,594 +5%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$27.7M +$7.63M +156,172 +38%
KFC
133
Klingenstein Fields & Co
New York
$27.1M -$169K -3,462 -0.6%
SSWM
134
Smith Salley Wealth Management
North Carolina
$26.5M +$205K +4,207 +0.8%
LOAME
135
Lombard Odier Asset Management (Europe)
United Kingdom
$26.4M +$416K +8,521 +2%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$25.6M +$25.6M +524,646 New
Aviva
137
Aviva
United Kingdom
$25.5M -$4.36M -89,297 -15%
OGC
138
Oak Grove Capital
New Hampshire
$24.2M -$378K -7,741 -2%
MFAM
139
Motley Fool Asset Management
Virginia
$24.2M – – –
IMPI
140
Ilmarinen Mutual Pension Insurance
Finland
$24M – – –
HighTower Advisors
141
HighTower Advisors
Illinois
$24M -$2.21M -45,272 -8%
CWM
142
CIBC World Markets
New York
$23.7M +$23.7M +485,770 New
AFIA
143
America First Investment Advisors
Nebraska
$23.6M +$10K +205 +0%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$23.1M +$4.93M +102,446 +27%
Jane Street
145
Jane Street
New York
$22.5M +$4.12M +84,406 +22%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$22.4M +$20.8M +425,662 +1,261%
MWM
147
Madison Wealth Management
Ohio
$22M -$247K -5,054 -1%
VDBMI
148
Van Den Berg Management I
Texas
$21.7M -$55.4K -1,136 -0.3%
ECA
149
Endeavour Capital Advisors
Connecticut
$21.2M -$4.58M -93,834 -18%
CCA
150
Cobblestone Capital Advisors
New York
$20.7M -$3.74M -76,661 -15%
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