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Brookfield
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Overview Fund Activity

448 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+17
Holders Change %
+3.94%
% of All Funds
10%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
1.23%
New
60
Increased
151
Reduced
151
Closed
41
Calls
$24.6M
Puts
$8.64M
Net Calls
+$16M
Net Calls Change
-$29.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$173M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$155M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$124M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$81.9M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$71.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$98.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
4
TAM
Third Avenue Management
New York
-$48.5M
5
Canada Life
Canada Life
Manitoba, Canada
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$1.03M +$167K +8,152 +19%
LPL Financial
227
LPL Financial
California
$1.02M +$315K +15,356 +45%
BCM
228
Barometer Capital Management
Ontario, Canada
$986K -$549K -26,720 -36%
WJA
229
Williams Jones & Associates
New York
$982K -$3.82K -186 -0.4%
AG
230
Advisor Group
Arizona
$956K -$591K -28,790 -38%
TYCC
231
Texas Yale Capital Corp
Florida
$936K +$5.56K +271 +0.6%
IAM
232
Iridian Asset Management
Connecticut
$930K – – –
PCM
233
Parsons Capital Management
Rhode Island
$929K – – –
CA
234
Commerzbank Aktiengesellschaft
Germany
$904K +$904K +44,027 New
LFA
235
Legacy Financial Advisors
Kentucky
$882K +$39.7K +1,934 +5%
HWA
236
Heritage Wealth Advisors
Virginia
$867K -$44.6K -2,174 -5%
KeyBank National Association
237
KeyBank National Association
Ohio
$865K -$97.8K -4,766 -10%
BFS
238
Bradley Foster & Sargent
Connecticut
$852K -$45.1K -2,196 -5%
ZIG
239
Zurich Insurance Group
Switzerland
$843K -$303K -14,767 -26%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$833K +$83K +4,046 +11%
BNP Paribas Asset Management
241
BNP Paribas Asset Management
France
$831K +$52K +2,560 +7%
SCM
242
Sterling Capital Management
North Carolina
$813K +$152K +7,418 +23%
MAA
243
Mraz Amerine & Associates
California
$811K – – –
HCP
244
Holt Capital Partners
Texas
$775K -$3.84K -187 -0.5%
KLC
245
Knowledge Leaders Capital
Colorado
$752K +$752K +36,621 New
BAS
246
Brown Advisory Securities
Maryland
$742K -$43.8K -2,155 -6%
CIP
247
Capital Insight Partners
Arizona
$742K +$5.21K +254 +0.7%
NA
248
Neuburgh Advisers
California
$735K -$265K -12,643 -26%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$709K -$48K -2,336 -6%
BIM
250
Bridges Investment Management
Nebraska
$696K +$211K +10,276 +43%
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