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Brookfield
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Overview Fund Activity

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$90.1M
4
Fidelity International
Fidelity International
Bermuda
+$70.7M
5
Legal & General Group
Legal & General Group
United Kingdom
+$45M

Top Sellers

1
SA
SQ Advisors
Florida
-$212M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$142M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$125M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.6M
5
TAM
Third Avenue Management
New York
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
251
Atria Investments
North Carolina
$967K +$160K +6,404 +20%
HCP
252
Holt Capital Partners
Texas
$943K – – –
BFS
253
Bradley Foster & Sargent
Connecticut
$942K -$94.4K -3,783 -9%
BNP Paribas Asset Management
254
BNP Paribas Asset Management
France
$937K -$83.3K -3,337 -8%
CIP
255
Capital Insight Partners
Arizona
$926K +$23.8K +955 +3%
PFP
256
Pinnacle Financial Partners
Tennessee
$908K +$205K +8,203 +29%
EWM
257
Evercore Wealth Management
New York
$899K +$606K +24,262 +207%
BIM
258
Bridges Investment Management
Nebraska
$871K +$23.3K +935 +3%
TEE
259
Tibra Equities Europe
United Kingdom
$866K +$866K +34,754 New
NA
260
Neuburgh Advisers
California
$857K – – –
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$846K -$1.73M -69,459 -67%
DWM
262
Doyle Wealth Management
Florida
$843K – – –
SP
263
Sarasin & Partners
United Kingdom
$840K – – –
RHBC
264
R.H. Bluestein & Co
Michigan
$816K +$117K +4,672 +17%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$809K +$809K +32,400 New
ASN
266
Advisory Services Network
Georgia
$792K +$65K +2,603 +9%
DIM
267
DC Investments Management
Virginia
$791K – – –
S
268
SimplyRich
California
$770K – – –
AWM
269
Avior Wealth Management
Nebraska
$763K – – –
GIBU
270
Gulf International Bank (UK)
United Kingdom
$759K +$18.7K +748 +3%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$746K -$115K -4,628 -13%
ECM
272
Element Capital Management
New York
$735K +$735K +29,453 New
PFM
273
Parsec Financial Management
North Carolina
$720K -$112K -4,495 -13%
CRC
274
Curi RMB Capital
Illinois
$709K +$118K +4,718 +20%
FCM
275
Flinton Capital Management
Pennsylvania
$706K – – –
9 10
11
12 13