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Brookfield
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Overview Fund Activity

544 hedge funds and large institutions have $34.4B invested in Brookfield in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+69
Holders Change %
+14.53%
% of All Funds
11.95%
Holding in Top 10
63
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.87%
% of All Funds
1.38%
New
96
Increased
180
Reduced
157
Closed
25
Calls
$79.4M
Puts
$46.4M
Net Calls
+$32.9M
Net Calls Change
+$96.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$366M
2
ACM
AKRE Capital Management
Virginia
+$283M
3
VVP
Vulcan Value Partners
Alabama
+$203M
4
CS
Credit Suisse
Switzerland
+$199M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$166M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$490M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$318M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$287M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$143M
5
Renaissance Technologies
Renaissance Technologies
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Radnor Capital Management
Pennsylvania
$2.97M – – –
THWM
227
Taylor Hoffman Wealth Management
Virginia
$2.86M +$196K +6,913 +7%
KACA
228
Kayne Anderson Capital Advisors
California
$2.84M – – –
Comerica Bank
229
Comerica Bank
Texas
$2.82M +$5.29K +183 +0.2%
CS
230
Candriam SCA
Luxembourg
$2.76M -$1.07M -37,773 -28%
Man Group
231
Man Group
United Kingdom
$2.71M +$1.83M +64,405 +209%
SF
232
Synovus Financial
Georgia
$2.67M +$24.6K +865 +0.9%
MRI
233
Mad River Investors
Massachusetts
$2.64M -$33.8K -1,190 -1%
CC
234
Cadinha & Co
Hawaii
$2.55M +$332K +11,682 +15%
BFC
235
Blue Fin Capital
Rhode Island
$2.47M +$372K +13,096 +18%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$2.42M +$1.49M +52,302 +159%
OAM
237
Oppenheimer Asset Management
New York
$2.39M +$119K +4,180 +5%
CL
238
CSS LLC
Illinois
$2.37M +$2.37M +83,241 New
VCM
239
Vivaldi Capital Management
Illinois
$2.33M +$343K +12,074 +17%
SMI
240
Shelter Mutual Insurance
Missouri
$2.29M +$2.29M +80,709 New
SPIA
241
Steward Partners Investment Advisory
New York
$2.22M +$316K +10,949 +17%
TRCT
242
Tower Research Capital (TRC)
New York
$2.21M +$1.97M +69,484 +848%
NA
243
Neuburgh Advisers
California
$2.19M -$246K -8,767 -10%
LPL Financial
244
LPL Financial
California
$2.19M +$714K +25,126 +48%
SCM
245
Sterling Capital Management
North Carolina
$2.19M +$450K +15,824 +26%
Bessemer Group
246
Bessemer Group
New Jersey
$2.07M – – –
DWM
247
Dorchester Wealth Management
Quebec, Canada
$2.04M -$23.8K -838 -1%
OWD
248
Osborn Williams & Donohoe
Ohio
$2.03M +$211K +7,431 +12%
NIM
249
Needham Investment Management
New York
$1.97M +$1.97M +69,203 New
AIM
250
Allen Investment Management
New York
$1.96M +$1.96M +68,878 New
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