BN icon

Brookfield
BN

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 %
LKIM
151
Lawson Kroeker Investment Management
Nebraska
$12.7M -$14.4K -436 -0.1%
MFAM
152
Motley Fool Asset Management
Virginia
$12.4M +$6.19M +186,849 +100%
UONDDL
153
University of Notre Dame du Lac
Indiana
$12.1M +$12.1M +365,769 New
ACI
154
AMP Capital Investors
Australia
$11.8M – – –
TF
155
TIAA FSB
Florida
$11.8M +$35.1K +1,060 +0.3%
SAM
156
Silvercrest Asset Management
New York
$11.5M +$3.14M +94,820 +37%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$11.2M +$997K +30,083 +10%
Point72 Asset Management
158
Point72 Asset Management
Connecticut
$10.7M +$10.7M +323,871 New
NIPH
159
NN Investment Partners Holdings
Netherlands
$10.6M -$11.2M -339,277 -51%
CA
160
Callahan Advisors
Texas
$10.4M -$2.45K -74 -0%
Creative Planning
161
Creative Planning
Kansas
$10.3M -$67.3K -2,031 -0.7%
WCA
162
Waratah Capital Advisors
Ontario, Canada
$10.3M +$10.3M +309,100 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$9.69M -$3.71M -111,904 -28%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$9.53M -$280K -8,442 -3%
Credit Agricole
165
Credit Agricole
France
$9.29M – – –
RJFSA
166
Raymond James Financial Services Advisors
Florida
$8.83M -$270K -8,155 -3%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$8.79M +$197K +5,954 +2%
EAM
168
Eagle Asset Management
Florida
$8.68M +$8.68M +261,626 New
PIC
169
PCJ Investment Counsel
Ontario, Canada
$8.5M +$554K +16,692 +7%
RG
170
Rathbones Group
United Kingdom
$8.15M -$2.87M -86,476 -26%
AWM
171
AE Wealth Management
Kansas
$8.04M +$1.73M +52,188 +27%
LDB
172
Lee, Danner & Bass
Tennessee
$7.99M -$483K -14,574 -6%
BHTS
173
Bar Harbor Trust Services
Maine
$7.51M -$40.2K -1,212 -0.5%
MCM
174
Moerus Capital Management
New York
$7.47M -$1.42M -42,821 -16%
DR
175
Davis Rea
Ontario, Canada
$7.4M -$1.56K -47 -0%
5 6
7
8 9