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Brookfield
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Overview Fund Activity

448 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+17
Holders Change %
+3.94%
% of All Funds
10%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
1.23%
New
60
Increased
151
Reduced
151
Closed
41
Calls
$24.6M
Puts
$8.64M
Net Calls
+$16M
Net Calls Change
-$29.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$173M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$155M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$124M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$81.9M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$71.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$98.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
4
TAM
Third Avenue Management
New York
-$48.5M
5
Canada Life
Canada Life
Manitoba, Canada
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
251
Sarasin & Partners
United Kingdom
$690K – – –
PFM
252
Parsec Financial Management
North Carolina
$684K -$91.7K -4,470 -12%
DWM
253
Doyle Wealth Management
Florida
$676K – – –
AI
254
Atria Investments
North Carolina
$664K -$142K -6,906 -18%
William Blair & Company
255
William Blair & Company
Illinois
$658K +$215K +8,043 +49%
DIM
256
DC Investments Management
Virginia
$650K +$132K +6,454 +26%
AWM
257
Avior Wealth Management
Nebraska
$627K – – –
S
258
SimplyRich
California
$627K – – –
AFM
259
Anson Funds Management
Texas
$614K +$614K +29,896 New
SB
260
Suntrust Banks
Georgia
$613K +$295K +14,369 +93%
GIBU
261
Gulf International Bank (UK)
United Kingdom
$609K +$9.59K +467 +2%
FCM
262
Flinton Capital Management
Pennsylvania
$606K -$218K -10,411 -26%
ASN
263
Advisory Services Network
Georgia
$597K +$90.1K +4,393 +18%
PFP
264
Pinnacle Financial Partners
Tennessee
$579K -$150K -7,312 -21%
WAM
265
World Asset Management
Michigan
$575K -$393K -19,148 -41%
SC
266
Searle & Co
Connecticut
$575K – – –
RHBC
267
R.H. Bluestein & Co
Michigan
$575K – – –
BS
268
Boenning & Scattergood
Pennsylvania
$575K +$59.6K +2,907 +12%
DAS
269
Dynamic Advisor Solutions
Arizona
$571K -$89.9K -4,012 -14%
CI
270
Conning Inc
Connecticut
$566K – – –
VCM
271
Vivaldi Capital Management
Illinois
$556K +$556K +27,091 New
RCM
272
Riverhead Capital Management
Delaware
$540K -$196K -9,343 -27%
JHCP
273
Jackson Hole Capital Partners
Oklahoma
$533K +$533K +25,966 New
SDWMA
274
Schneider Downs Wealth Management Advisors
Pennsylvania
$527K +$527K +25,692 New
ASA
275
Armstrong Shaw Associates
Connecticut
$523K – – –
9 10
11
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