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Brookfield
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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 %
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$5.43M -$606K -18,282 -10%
Ameriprise
202
Ameriprise
Minnesota
$5.36M -$4.79M -144,725 -47%
WGA
203
Weather Gauge Advisory
Virginia
$5.23M -$533K -16,075 -9%
Brown Advisory
204
Brown Advisory
Maryland
$5.21M +$117K +3,522 +2%
TYCC
205
Texas Yale Capital Corp
Florida
$4.97M +$30.9K +934 +0.6%
BZWA
206
Blue Zone Wealth Advisors
California
$4.91M +$133K +4,025 +3%
MME
207
Meag Munich Ergo
Germany
$4.66M +$345K +10,414 +8%
V
208
Veritable
Delaware
$4.6M +$86.7K +2,616 +2%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$4.42M +$38.9K +1,174 +0.9%
CGH
210
Crossmark Global Holdings
Texas
$4.41M +$19.5K +589 +0.4%
MGIA
211
Moneta Group Investment Advisors
Missouri
$4.18M +$66 +2 +0%
CANC
212
Culbertson A N & Co
Virginia
$4.08M -$33.4K -1,008 -0.8%
KACA
213
Kayne Anderson Capital Advisors
California
$3.82M -$206K -6,228 -5%
WMSA
214
Weiss Multi-Strategy Advisers
New York
$3.78M +$3.78M +114,054 New
AOWM
215
Alpha Omega Wealth Management
Virginia
$3.74M -$227K -6,854 -6%
Voloridge Investment Management
216
Voloridge Investment Management
Florida
$3.68M +$3.68M +111,107 New
ACM
217
Azimuth Capital Management
Michigan
$3.61M +$117K +3,526 +3%
RCM
218
Radnor Capital Management
Pennsylvania
$3.45M – – –
PCA
219
Providence Capital Advisors
North Carolina
$3.43M +$296K +8,948 +9%
Osaic Holdings
220
Osaic Holdings
Arizona
$3.26M -$189K -5,701 -5%
WW
221
Waterfront Wealth
Kansas
$3.25M +$3.25M +98,184 New
PFP
222
Pinnacle Financial Partners
Tennessee
$3.24M – – –
Comerica Bank
223
Comerica Bank
Texas
$3.15M +$154K +4,981 +5%
SWM
224
Salvus Wealth Management
New Jersey
$3.14M +$3.14M +99,822 New
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$3.1M +$3.1M +93,424 New
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