BN icon

Brookfield
BN

Overview Fund Activity

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$90.1M
4
Fidelity International
Fidelity International
Bermuda
+$70.7M
5
Legal & General Group
Legal & General Group
United Kingdom
+$45M

Top Sellers

1
SA
SQ Advisors
Florida
-$212M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$142M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$125M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.6M
5
TAM
Third Avenue Management
New York
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$1.45M +$196K +7,859 +16%
AG
227
Advisor Group
Arizona
$1.42M +$260K +10,411 +22%
CSS
228
Cubist Systematic Strategies
Connecticut
$1.42M -$3.92M -157,129 -73%
NIM
229
Nexus Investment Management
Ontario, Canada
$1.4M – – –
FIM
230
Frontier Investment Management
Texas
$1.39M -$207K -8,296 -13%
KFC
231
Klingenstein Fields & Co
New York
$1.36M -$32.7K -1,308 -2%
AA
232
Ancora Advisors
Ohio
$1.34M +$24.5K +981 +2%
US Bancorp
233
US Bancorp
Minnesota
$1.29M -$58.3K -2,336 -4%
CA
234
Commerzbank Aktiengesellschaft
Germany
$1.22M +$125K +4,998 +11%
IAM
235
Iridian Asset Management
Connecticut
$1.21M +$79.7K +3,193 +7%
LPL Financial
236
LPL Financial
California
$1.21M -$27.3K -1,093 -2%
PCM
237
Parsons Capital Management
Rhode Island
$1.13M – – –
ECM
238
ExodusPoint Capital Management
New York
$1.12M -$256K -10,245 -19%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$1.12M +$103K +4,138 +10%
WJA
240
Williams Jones & Associates
New York
$1.11M -$80.7K -3,233 -7%
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.11M +$468K +18,741 +73%
AFM
242
Anson Funds Management
Texas
$1.1M +$353K +14,137 +47%
William Blair & Company
243
William Blair & Company
Illinois
$1.08M +$425K +15,870 +65%
SB
244
Suntrust Banks
Georgia
$1.08M +$333K +13,345 +45%
NP
245
Ninepoint Partners
Ontario, Canada
$1.06M +$1.06M +42,448 New
HWA
246
Heritage Wealth Advisors
Virginia
$1.05M – – –
SCM
247
Sterling Capital Management
North Carolina
$1.05M +$57.9K +2,319 +6%
LFA
248
Legacy Financial Advisors
Kentucky
$1.01M -$65.9K -2,637 -6%
KeyBank National Association
249
KeyBank National Association
Ohio
$988K -$64.4K -2,579 -6%
MAA
250
Mraz Amerine & Associates
California
$987K – – –
8 9
10
11 12