We are live on ! Find out more
BN icon

Brookfield

350 hedge funds and large institutions have $17.5B invested in Brookfield in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

955% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $1.39M

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

3% more funds holding

Funds holding: 339350 (+11)

1% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 113

2.23% less ownership

Funds ownership: 156.38%154.15% (-2.2%)

6% less capital invested

Capital invested by funds: $18.7B → $17.5B (-$1.17B)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

Holders
350
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
8.75%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.82%
New
46
Increased
114
Reduced
113
Closed
27
Calls
$14.6M
Puts
$1.39M
Net Calls
+$13.2M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
251
Fox Run Management
Connecticut
$373K +$386K +31,671 New
JIC
252
Johnson Investment Counsel
Ohio
$372K +$386K +31,646 New
B
253
Barings
North Carolina
$371K
AIM
254
Anchor Investment Management
South Carolina
$359K -$4.17K -342 -1%
NERM
255
New England Research & Management
Illinois
$348K +$360K +29,569 New
CAM
256
CGOV Asset Management
Ontario, Canada
$347K +$78.3K +6,424 +41%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$337K +$348K +28,571 New
RHBC
258
R.H. Bluestein & Co
Michigan
$330K
S
259
SignatureFD
Georgia
$328K +$38.9K +3,192 +13%
PFS
260
Prospera Financial Services
Texas
$322K
GHCM
261
Glen Harbor Capital Management
California
$317K +$328K +26,906 New
SCM
262
Sterling Capital Management
North Carolina
$303K
MPM
263
Meritage Portfolio Management
Kansas
$297K
YMRC
264
Yorktown Management & Research Company
Virginia
$297K
Two Sigma Investments
265
Two Sigma Investments
New York
$287K -$3.11M -254,768 -91%
EVM
266
Eaton Vance Management
Massachusetts
$282K
GWM
267
Geneos Wealth Management
Colorado
$282K +$11.6K +955 +4%
GC
268
Guggenheim Capital
Illinois
$265K -$253K -20,732 -48%
GT
269
Glenmede Trust
Pennsylvania
$260K +$3.28K +269 +1%
M&T Bank
270
M&T Bank
New York
$256K -$8.98K -737 -3%
CT
271
Coastline Trust
Rhode Island
$256K
FMT
272
First Mercantile Trust
Tennessee
$253K +$3.75K +308 +1%
HWA
273
Heritage Wealth Advisors
Virginia
$251K -$20.5K -1,682 -7%
SFFS
274
Stonehage Fleming Financial Services
Jersey
$248K
CCM
275
Covington Capital Management
California
$239K