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Brookfield
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Overview Fund Activity

384 hedge funds and large institutions have $22B invested in Brookfield in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
9.59%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.02%
New
47
Increased
128
Reduced
119
Closed
20
Calls
$4.23M
Puts
$1.18M
Net Calls
+$3.05M
Net Calls Change
+$201K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$362M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$65M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$47.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$39.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$74.6M
3
Select Equity Group
Select Equity Group
New York
-$57.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$49.3M
5
BWA
Brave Warrior Advisors
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
276
Meritage Portfolio Management
Kansas
$372K – – –
IA
277
IFP Advisors
Florida
$368K -$10.1K -458 -3%
Geode Capital Management
278
Geode Capital Management
Massachusetts
$361K +$37.5K +1,697 +12%
GT
279
Glenmede Trust
Pennsylvania
$359K +$27K +1,225 +8%
S
280
SignatureFD
Georgia
$356K +$2.37K +107 +0.7%
FC
281
Ferris Capital
Massachusetts
$347K – – –
RFC
282
Regions Financial Corp
Alabama
$335K +$3.71K +168 +1%
SCM
283
SKBA Capital Management
California
$315K – – –
SFFS
284
Stonehage Fleming Financial Services
Jersey
$309K – – –
CBU
285
CIBC Bank USA
Illinois
$299K -$41.2K -1,868 -12%
CCM
286
Covington Capital Management
California
$299K – – –
HWA
287
Heritage Wealth Advisors
Virginia
$296K -$3.73K -168 -1%
TAM
288
Taurus Asset Management
New York
$295K +$295K +13,352 New
William Blair & Company
289
William Blair & Company
Illinois
$287K -$80.3K -3,629 -22%
AUB
290
Atlantic Union Bankshares
Virginia
$286K – – –
AMIM
291
Aull & Monroe Investment Management
Alabama
$282K – – –
TP
292
Truvvo Partners
New York
$280K -$173K -7,825 -38%
SFSIG
293
San Francisco Sentry Investment Group
California
$279K – – –
LA
294
LVW Advisors
New York
$276K +$276K +12,498 New
Wolverine Trading
295
Wolverine Trading
Illinois
$272K -$127K -5,747 -32%
BCM
296
Beck Capital Management
Texas
$271K +$22.8K +1,028 +9%
SWM
297
Segment Wealth Management
Texas
$268K – – –
LWAC
298
Laurel Wealth Advisors (California)
California
$268K – – –
KACA
299
Kayne Anderson Capital Advisors
California
$268K +$41.2K +1,868 +18%
WT
300
Whittier Trust
California
$266K – – –
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