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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 %
ACI
151
AMP Capital Investors
Australia
$12.6M -$84.8K -2,376 -0.7%
Nuveen Asset Management
152
Nuveen Asset Management
Illinois
$12.6M +$10.7K +1,019 +0.1%
NIPH
153
NN Investment Partners Holdings
Netherlands
$12.6M +$1.09M +30,549 +10%
BCM
154
Barometer Capital Management
Ontario, Canada
$12.2M +$12.2M +272,108 New
Creative Planning
155
Creative Planning
Kansas
$11.9M +$819K +22,929 +7%
CA
156
Callahan Advisors
Texas
$11.1M -$163K -4,567 -1%
Millennium Management
157
Millennium Management
New York
$11M -$3.7M -103,489 -25%
MFM
158
MD Financial Management
Ontario, Canada
$10.9M +$10.9M +308,150 New
AWM
159
AE Wealth Management
Kansas
$10.6M +$1.96M +54,760 +23%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$10.4M +$946K +26,483 +10%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$10.4M +$123K +3,446 +1%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$10.4M -$67K -1,876 -0.6%
TCCM
163
Timber Creek Capital Management
Massachusetts
$9.86M +$2.56M +71,769 +35%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$9.78M +$252K +7,053 +3%
MCM
165
Moerus Capital Management
New York
$9.58M +$1.53M +42,821 +19%
RG
166
Rathbones Group
United Kingdom
$8.96M +$177K +4,960 +2%
Canada Pension Plan Investment Board
167
Canada Pension Plan Investment Board
Ontario, Canada
$8.9M -$22.9M -640,916 -72%
LDB
168
Lee, Danner & Bass
Tennessee
$8.57M -$44.5K -1,246 -0.5%
BHTS
169
Bar Harbor Trust Services
Maine
$8.51M +$412K +11,521 +5%
PG
170
Pendal Group
Australia
$8.33M -$11.7M -326,485 -58%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$7.81M +$248K +6,937 +3%
AP
172
Appleton Partners
Massachusetts
$7.77M +$950K +26,592 +14%
DR
173
Davis Rea
Ontario, Canada
$7.52M -$449K -12,583 -6%
SSB
174
Sandy Spring Bank
Maryland
$7.51M -$317K -8,878 -4%
PIC
175
PCJ Investment Counsel
Ontario, Canada
$7.49M -$1.66M -46,426 -18%
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