BN icon

Brookfield
BN

Overview Fund Activity

566 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 275 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
11.63%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.17%
New
54
Increased
178
Reduced
275
Closed
59
Calls
$21.3M
Puts
$59.2M
Net Calls
-$37.9M
Net Calls Change
-$40.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Principal Financial Group
Principal Financial Group
Iowa
+$169M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$79.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$65.6M
5
TAM
Timucuan Asset Management
Florida
+$63M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$95.3M
5
Goldman Sachs
Goldman Sachs
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
251
Shelter Mutual Insurance
Missouri
$1.85M -$285K -10,787 -13%
CPIG
252
Chicago Partners Investment Group
Illinois
$1.83M -$99.7K -3,685 -5%
AIM
253
Allen Investment Management
New York
$1.83M -$26 -1 -0%
NIM
254
Needham Investment Management
New York
$1.83M -$79 -3 -0%
FCM
255
Fortis Capital Management
Washington
$1.78M +$1.78M +67,406 New
EP
256
EPIQ Partners
Minnesota
$1.76M -$2.25K -85 -0.1%
LC
257
Lincoln Capital
Nebraska
$1.71M +$391K +14,807 +30%
FWIA
258
Fort Washington Investment Advisors
Ohio
$1.71M -$5.17M -195,923 -75%
PGAM
259
Princeton Global Asset Management
New Jersey
$1.68M -$26 -1 -0%
MVIP
260
Mar Vista Investment Partners
California
$1.67M +$1.64M +62,084 +4,931%
SAM
261
Shell Asset Management
Netherlands
$1.65M -$1.07M -40,611 -39%
ASN
262
Advisory Services Network
Georgia
$1.65M -$203K -7,668 -11%
DWM
263
Dorchester Wealth Management
Quebec, Canada
$1.65M -$94.5K -3,592 -5%
PAMP
264
Polar Asset Management Partners
Ontario, Canada
$1.63M -$571K -21,799 -26%
RAM
265
Redmond Asset Management
Virginia
$1.61M -$73.3K -2,773 -4%
MJRIC
266
Mogy Joel R Investment Counsel
California
$1.57M +$1.28M +48,286 +427%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$1.57M +$450K +17,051 +40%
UCFA
268
United Capital Financial Advisors
Texas
$1.53M +$97.8K +3,705 +7%
NIM
269
Nexus Investment Management
Ontario, Canada
$1.51M -$26 -1 -0%
AA
270
Ancora Advisors
Ohio
$1.51M +$14.5K +550 +1%
M&T Bank
271
M&T Bank
New York
$1.47M +$971K +36,763 +193%
OAM
272
Oppenheimer Asset Management
New York
$1.44M -$404K -15,314 -22%
Man Group
273
Man Group
United Kingdom
$1.44M +$338K +12,796 +31%
SM
274
Sciencast Management
New Jersey
$1.39M +$1.39M +51,914 New
IAM
275
Iridian Asset Management
Connecticut
$1.38M – – –
9 10
11
12 13