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Brookfield
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Overview Fund Activity

306 hedge funds and large institutions have $17B invested in Brookfield in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.17%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
37
Increased
108
Reduced
102
Closed
29
Calls
$14.5M
Puts
$4.22M
Net Calls
+$10.3M
Net Calls Change
+$9.3M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$77.1M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$51.5M
3
Canada Life
Canada Life
Manitoba, Canada
+$47.7M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$40.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$40M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$171M
2
Select Equity Group
Select Equity Group
New York
-$111M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$69.8M
4
DSA
Davis Selected Advisers
Arizona
-$60.5M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
251
Jacobus Wealth Management
Wisconsin
$146K – – –
CTC
252
Central Trust Company
Missouri
$129K +$46K +2,625 +55%
JIC
253
Joel Isaacson & Co
New York
$117K – – –
KPCM
254
Kings Point Capital Management
New York
$115K – – –
Creative Planning
255
Creative Planning
Kansas
$95K +$9.76K +555 +11%
DADC
256
D.A. Davidson & Co
Montana
$85K +$4.8K +273 +6%
BWA
257
Burt Wealth Advisors
Maryland
$80K +$80K +4,530 New
Allianz Asset Management
258
Allianz Asset Management
Germany
$77K -$6.05K -342 -7%
TSW
259
Thompson Siegel & Walmsley
Virginia
$75K – – –
OA
260
OFI Advisors
Pennsylvania
$73K -$290K -16,565 -80%
PSI
261
Pinnacle Summer Investments
Virginia
$70K – – –
MIC
262
MU Investments Company
Japan
$70K – – –
GT
263
Glenmede Trust
Pennsylvania
$65K +$16.7K +957 +34%
NPC
264
National Planning Corporation
California
$56.4K +$56.4K +3,204 New
ClearBridge Investments
265
ClearBridge Investments
New York
$56K -$1.24K -71 -2%
WA
266
WFG Advisors
Texas
$54K +$3.99K +225 +8%
QI
267
QS Investors
New York
$53K – – –
RIA
268
Regal Investment Advisors
Michigan
$51K – – –
GXMC
269
Global X Management Company
New York
$46K -$4.72K -268 -9%
WTB
270
Washington Trust Bank
Washington
$45K – – –
WF
271
WealthTrust Fairport
Ohio
$41K +$10.4K +590 +34%
TWA
272
TCI Wealth Advisors
Arizona
$36K +$1.11K +63 +3%
GWS
273
Glassman Wealth Services
Virginia
$34K +$34K +1,922 New
KTC
274
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
NES
275
New England Securities
New York
$25K – – –
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