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Brookfield
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Overview Fund Activity

416 hedge funds and large institutions have $23.2B invested in Brookfield in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+32
Holders Change %
+8.33%
% of All Funds
9.45%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.95%
New
60
Increased
112
Reduced
146
Closed
24
Calls
$6.27M
Puts
$1M
Net Calls
+$5.27M
Net Calls Change
+$2.22M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$150M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
+$129M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$89.2M
4
CCM
Check Capital Management
California
+$61.5M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$52.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$155M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$80.3M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$65.6M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$47.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
301
CIBC Bank USA
Illinois
$316K – – –
TAM
302
Taurus Asset Management
New York
$311K – – –
CCA
303
Checchi Capital Advisers
California
$306K +$78.3K +3,359 +34%
AUB
304
Atlantic Union Bankshares
Virginia
$301K – – –
AMIM
305
Aull & Monroe Investment Management
Alabama
$297K – – –
TP
306
Truvvo Partners
New York
$295K – – –
SFSIG
307
San Francisco Sentry Investment Group
California
$294K – – –
LA
308
LVW Advisors
New York
$291K – – –
SWM
309
Segment Wealth Management
Texas
$283K – – –
LWAC
310
Laurel Wealth Advisors (California)
California
$283K – – –
Fisher Asset Management
311
Fisher Asset Management
Washington
$281K +$4.36K +187 +2%
WT
312
Whittier Trust
California
$280K – – –
WIM
313
Wittenberg Investment Management
Massachusetts
$274K – – –
KPCM
314
Kings Point Capital Management
New York
$273K – – –
LNC
315
Lincoln National Corp
Pennsylvania
$272K +$272K +11,635 New
DTL
316
Dynamic Technology Lab
Singapore
$266K -$363K -15,633 -58%
Wolverine Trading
317
Wolverine Trading
Illinois
$263K -$23.8K -1,022 -8%
GC
318
Gilbert & Cook
Iowa
$260K -$7.74K -332 -3%
VNA
319
VNBTrust National Association
Virginia
$258K -$1.21K -52 -0.5%
HCA
320
Harbour Capital Advisors
Virginia
$257K – – –
DLCIG
321
D.L. Carlson Investment Group
New Hampshire
$256K +$30.1K +1,291 +13%
CT
322
Coastline Trust
Rhode Island
$250K – – –
FTIOP
323
Fiduciary Trust International of Pennsylvania
Pennsylvania
$250K +$23.7K +859 +10%
Nomura Asset Management
324
Nomura Asset Management
Japan
$246K – – –
NFG
325
Next Financial Group
Texas
$245K -$374K -16,022 -60%
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