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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 %
PVI
1
Partners Value Investments
Bermuda
$5.31B – – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18B +$57.9M +1,748,809 +1%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.93B -$35.7M -1,154,382 -2%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.74B -$67.7M -2,044,502 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62B -$94.8M -2,860,662 -6%
Fidelity International
6
Fidelity International
Bermuda
$1.32B +$161M +4,848,104 +14%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$1.22B +$27.6M +833,535 +2%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05B -$28.8M -867,619 -3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B -$340M -8,058,417 -25%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$884M +$2.32M +69,753 +0.3%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$856M -$55.1M -1,663,476 -6%
First Manhattan
12
First Manhattan
New York
$782M -$9.51M -287,147 -1%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$750M -$343K -10,348 -0%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$746M – – –
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$699M -$16.5M -499,679 -2%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$593M -$17.6M -531,931 -3%
Norges Bank
17
Norges Bank
Norway
$565M – – –
Capital World Investors
18
Capital World Investors
California
$543M +$27.6M +833,165 +5%
ACM
19
AKRE Capital Management
Virginia
$538M -$20.6M -622,829 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$534M +$131M +3,943,405 +32%
Canada Life
21
Canada Life
Manitoba, Canada
$519M +$39.2M +1,181,643 +8%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$502M +$5.54M +167,140 +1%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$447M +$39.4M +1,190,288 +10%
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$436M +$8.25M +249,117 +2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$402M +$96.1M +2,899,715 +31%
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