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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
+$375M
2
Capital International Investors
Capital International Investors
California
+$336M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$263M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$211M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$172M

Top Sellers

1
Canada Life
Canada Life
Manitoba, Canada
-$512M
2
Fidelity International
Fidelity International
Bermuda
-$260M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
4
QI
QV Investors
Alberta, Canada
-$67.6M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
201
Veritable
Delaware
$5.01M +$44.8K +1,253 +0.9%
Barclays
202
Barclays
United Kingdom
$4.96M +$4.48M +125,399 +929%
MME
203
Meag Munich Ergo
Germany
$4.82M -$186K -5,219 -4%
AllianceBernstein
204
AllianceBernstein
Tennessee
$4.8M -$1.89M -52,855 -28%
Two Sigma Investments
205
Two Sigma Investments
New York
$4.77M -$20.7M -580,477 -81%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$4.76M -$7.04K -197 -0.1%
MGWM
207
Marks Group Wealth Management
Minnesota
$4.74M -$1.75M -49,093 -27%
MWNA
208
Marshall Wace North America
New York
$4.59M -$24.4M -681,917 -84%
MGIA
209
Moneta Group Investment Advisors
Missouri
$4.5M -$12.3K -345 -0.3%
FTB
210
First Trust Bank
Bahamas
$4.48M +$4.48M +125,313 New
SM
211
Sciencast Management
New Jersey
$4.45M +$1.98M +54,614 +80%
AUB
212
Atlantic Union Bankshares
Virginia
$4.42M +$1.78M +49,829 +67%
CANC
213
Culbertson A N & Co
Virginia
$4.35M -$46.7K -1,308 -1%
CGH
214
Crossmark Global Holdings
Texas
$4.31M -$439K -12,288 -9%
AFM
215
Anson Funds Management
Texas
$4.18M +$1.37M +38,241 +49%
SWM
216
Salvus Wealth Management
New Jersey
$4.13M +$501K +13,801 +14%
KACA
217
Kayne Anderson Capital Advisors
California
$4.12M – – –
PP
218
PDT Partners
New York
$4.1M +$837K +23,418 +26%
PCM
219
PenderFund Capital Management
British Columbia, Canada
$4.09M +$1.13M +25,162 +38%
Comerica Bank
220
Comerica Bank
Texas
$4.04M +$325K +8,934 +9%
ACM
221
Azimuth Capital Management
Michigan
$3.98M +$87.3K +2,444 +2%
Man Group
222
Man Group
United Kingdom
$3.89M +$3.46M +96,997 +807%
TCOV
223
Trust Company of Vermont
Vermont
$3.89M +$3.23M +90,426 +488%
PCA
224
Providence Capital Advisors
North Carolina
$3.85M +$150K +4,195 +4%
AOWM
225
Alpha Omega Wealth Management
Virginia
$3.84M -$194K -5,421 -5%
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