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Brookfield
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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 %
AI
276
Atria Investments
North Carolina
$1.38M +$1.38M +52,101 New
CS
277
Candriam SCA
Luxembourg
$1.37M +$26K +1,004 +2%
BS
278
Boenning & Scattergood
Pennsylvania
$1.37M +$95.3K +3,610 +8%
VRS
279
Virginia Retirement Systems
Virginia
$1.36M +$164K +6,229 +14%
EWM
280
Evercore Wealth Management
New York
$1.33M -$53 -2 -0%
BlackRock
281
BlackRock
New York
$1.33M +$1.33M +50,230 New
Two Sigma Advisers
282
Two Sigma Advisers
New York
$1.3M -$869K -32,907 -40%
WJWM
283
Williams Jones Wealth Management
New York
$1.29M +$50K +1,894 +4%
MIH
284
Meitav Investment House
Israel
$1.28M +$1.28M +48,680 New
PP
285
Pacifica Partners
Canada
$1.27M -$257K -9,833 -17%
CBB
286
Citizens Business Bank
California
$1.27M -$280K -10,589 -18%
AI
287
Atom Investors
Texas
$1.27M +$1.27M +47,919 New
SCM
288
SOL Capital Management
Maryland
$1.26M +$202K +7,645 +19%
ECA
289
Endeavour Capital Advisors
Connecticut
$1.26M -$1.18M -44,517 -48%
KeyBank National Association
290
KeyBank National Association
Ohio
$1.24M +$59.2K +2,240 +5%
MAA
291
Mraz Amerine & Associates
California
$1.21M -$88.5K -3,351 -7%
COF
292
Capital One Financial
Virginia
$1.18M +$187K +7,079 +19%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M -$53 -2 -0%
PGFC
294
Peapack-Gladstone Financial Corp
New Jersey
$1.17M +$18.5K +702 +2%
CIP
295
Capital Insight Partners
Arizona
$1.14M +$33.8K +1,281 +3%
RG
296
Retirement Group
California
$1.12M +$1.12M +42,334 New
UIM
297
USS Investment Management
United Kingdom
$1.11M +$1.11M +41,854 New
RC
298
Roundview Capital
New Jersey
$1.1M +$66.2K +2,507 +6%
WKWM
299
Walter & Keenan Wealth Management
Indiana
$1.06M +$737K +27,903 +225%
FTI
300
Fiduciary Trust International
Massachusetts
$1.05M -$56K -2,118 -5%
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