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Brookfield
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Overview Fund Activity

629 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 366 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+29
Holders Change %
+4.83%
% of All Funds
10.98%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.17%
New
77
Increased
174
Reduced
366
Closed
45
Calls
$26.5M
Puts
$44.5M
Net Calls
-$17.9M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$690M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.14B
3
Capital World Investors
Capital World Investors
California
$970M
4
Viking Global Investors
Viking Global Investors
Connecticut
$211M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$864M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$595M
2
OAC
OMERS Administration Corp
Ontario, Canada
$0
3
Fidelity International
Fidelity International
Bermuda
$1.16B
4
Citadel Advisors
Citadel Advisors
Florida
$14.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
FTB
201
First Trust Bank
Bahamas
$5.88M +$719K +17,437 +14%
MWNA
202
Marshall Wace North America
New York
$5.81M +$496K +12,021 +9%
OC
203
Oppenheimer & Co
New York
$5.75M -$76.6K -1,858 -1%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$5.73M +$232K +5,619 +4%
WGA
205
Weather Gauge Advisory
Virginia
$5.71M -$277K -6,724 -5%
WBC
206
Westpac Banking Corp
Australia
$5.56M -$39K -944 -0.7%
MME
207
Meag Munich Ergo
Germany
$5.54M -$38.8K -939 -0.7%
PGH
208
Partners Group Holding
Switzerland
$5.52M +$5.52M +134,004 New
MGWM
209
Marks Group Wealth Management
Minnesota
$5.43M -$36.2K -880 -0.7%
V
210
Veritable
Delaware
$5.34M -$438K -10,618 -8%
MGIA
211
Moneta Group Investment Advisors
Missouri
$5.16M -$29.9K -725 -0.6%
CPIG
212
Chicago Partners Investment Group
Illinois
$5.03M +$752K +18,359 +18%
ACM
213
Azimuth Capital Management
Michigan
$5M +$408K +9,903 +9%
Comerica Bank
214
Comerica Bank
Texas
$4.94M +$42.6K +964 +0.9%
CANC
215
Culbertson A N & Co
Virginia
$4.94M -$82.6K -2,004 -2%
AllianceBernstein
216
AllianceBernstein
Tennessee
$4.87M -$675K -16,380 -12%
PFP
217
Pinnacle Financial Partners
Tennessee
$4.86M +$226K +5,476 +5%
PWA
218
Pinnacle Wealth Advisors
Tennessee
$4.86M +$4.86M +117,944 New
MJRIC
219
Mogy Joel R Investment Counsel
California
$4.86M +$1.18M +28,697 +32%
AUB
220
Atlantic Union Bankshares
Virginia
$4.81M -$293K -7,116 -6%
EP
221
Edgestream Partners
New Jersey
$4.76M +$726K +17,614 +18%
SWM
222
Salvus Wealth Management
New Jersey
$4.74M -$11.3K -271 -0.2%
KACA
223
Kayne Anderson Capital Advisors
California
$4.72M -$33.1K -802 -0.7%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$4.62M +$3.1M +75,136 +204%
CGH
225
Crossmark Global Holdings
Texas
$4.55M -$426K -10,342 -9%
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