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Brookfield
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Overview Fund Activity

596 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+52
Holders Change %
+9.56%
% of All Funds
11.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.34%
New
121
Increased
199
Reduced
163
Closed
57
Calls
$17.6M
Puts
$41.8M
Net Calls
-$24.3M
Net Calls Change
-$57.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$99.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$82.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$71.8M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$61.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$169M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$103M
3
IG
ING Group
Netherlands
-$95.7M
4
Morgan Stanley
Morgan Stanley
New York
-$89.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$3.46M +$828K +26,751 +31%
TCM
227
Thames Capital Management
New Jersey
$3.34M +$3.34M +107,999 New
HAI
228
Hennessy Advisors Inc
California
$3.3M -$116K -3,737 -3%
CC
229
Cadinha & Co
Hawaii
$3.27M +$489K +15,814 +18%
SAM
230
Shell Asset Management
Netherlands
$3.25M -$249K -8,035 -7%
RCM
231
Radnor Capital Management
Pennsylvania
$3.24M – – –
Comerica Bank
232
Comerica Bank
Texas
$3.23M -$7.19K -216 -0.2%
CSS
233
Cubist Systematic Strategies
Connecticut
$3.18M +$2.79M +90,106 +719%
GI
234
GAMCO Investors
Connecticut
$3.13M -$239K -7,715 -7%
THWM
235
Taylor Hoffman Wealth Management
Virginia
$3.11M – – –
KACA
236
Kayne Anderson Capital Advisors
California
$3.1M – – –
ACM
237
Azimuth Capital Management
Michigan
$3.08M -$2.42M -78,112 -44%
TFA
238
Teamwork Financial Advisors
Texas
$3.05M +$3.05M +98,624 New
MGWM
239
Marks Group Wealth Management
Minnesota
$3.01M +$3.01M +97,371 New
SF
240
Synovus Financial
Georgia
$2.97M +$75.2K +2,432 +3%
BFC
241
Blue Fin Capital
Rhode Island
$2.86M +$175K +5,652 +6%
MRI
242
Mad River Investors
Massachusetts
$2.81M -$68.2K -2,205 -2%
OAM
243
Oppenheimer Asset Management
New York
$2.78M +$178K +5,753 +7%
LPL Financial
244
LPL Financial
California
$2.63M +$245K +7,931 +10%
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$2.61M +$660K +21,325 +34%
SMI
246
Shelter Mutual Insurance
Missouri
$2.5M -$62 -2 -0%
SPIA
247
Steward Partners Investment Advisory
New York
$2.45M +$69.4K +2,243 +3%
PCM
248
PenderFund Capital Management
British Columbia, Canada
$2.44M +$1.94M +48,207 +385%
Bessemer Group
249
Bessemer Group
New Jersey
$2.38M +$122K +3,940 +5%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$2.33M +$902K +29,170 +63%
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