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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
1
Wellington Management Group
Massachusetts
$1.12B
2
AIMCA
2
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$312M
3
Fidelity International
3
Fidelity International
Bermuda
$1.87B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$69.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.59B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.26B
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$154M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.82B
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
151
Hillsdale Investment Management
Ontario, Canada
$20M +$3.57M +73,039 +22%
JHA
152
Jackson Hill Advisors
Texas
$19.8M +$19.8M +405,118 New
UIM
153
USS Investment Management
United Kingdom
$19.1M – – –
Creative Planning
154
Creative Planning
Kansas
$17.7M +$315K +6,446 +2%
LKIM
155
Lawson Kroeker Investment Management
Nebraska
$17.7M -$114K -2,340 -0.6%
BCM
156
Barometer Capital Management
Ontario, Canada
$16.7M +$187K +3,030 +1%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$16.6M +$2M +41,009 +14%
CA
158
Callahan Advisors
Texas
$16.4M +$245K +5,015 +2%
SAM
159
Silvercrest Asset Management
New York
$16.3M +$52.2K +1,069 +0.3%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$14.6M +$72.3K +1,482 +0.5%
Axa
161
Axa
France
$13.5M -$1.8M -36,851 -12%
UCFA
162
United Capital Financial Advisors
Texas
$13.4M -$76.1K -1,560 -0.6%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$13.4M -$6.79K -139 -0.1%
WBC
164
Westpac Banking Corp
Australia
$13.4M +$5.03M +81,523 +60%
TCCM
165
Timber Creek Capital Management
Massachusetts
$13M +$48K +983 +0.4%
Truist Financial
166
Truist Financial
North Carolina
$12.5M -$857K -17,549 -6%
MCM
167
Moerus Capital Management
New York
$12.4M -$609K -12,473 -5%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$12.1M +$993K +20,336 +9%
RG
169
Rathbones Group
United Kingdom
$12.1M -$91.8K -1,878 -0.8%
CI
170
Capital International
California
$12M +$15.6K +319 +0.1%
William Blair & Company
171
William Blair & Company
Illinois
$11.6M +$1.35M +21,646 +13%
AP
172
Appleton Partners
Massachusetts
$11.6M +$378K +7,751 +3%
LDB
173
Lee, Danner & Bass
Tennessee
$11.4M -$31.6K -647 -0.3%
BHTS
174
Bar Harbor Trust Services
Maine
$11.3M +$2.34K +48 +0%
Citadel Advisors
175
Citadel Advisors
Florida
$11.3M -$29.3M -600,352 -72%
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