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Brookfield
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Overview Fund Activity

475 hedge funds and large institutions have $29.5B invested in Brookfield in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+16
Holders Change %
+3.49%
% of All Funds
10.33%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.15%
New
58
Increased
164
Reduced
149
Closed
39
Calls
$6.98M
Puts
$70.9M
Net Calls
-$64M
Net Calls Change
+$1.28M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$114M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$92M
4
Select Equity Group
Select Equity Group
New York
+$79.2M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$75.4M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$234M
2
Franklin Resources
Franklin Resources
California
-$137M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$117M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$80M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$608K +$30.9K +1,207 +5%
CI
302
Cigna Investments
Connecticut
$600K +$9.27K +352 +2%
OC
303
Oakworth Capital
Alabama
$598K – – –
BCM
304
Bienville Capital Management
New York
$597K – – –
SP
305
Symmetry Partners
Connecticut
$591K +$591K +23,042 New
EFS
306
Essex Financial Services
Connecticut
$589K -$42.3K -1,654 -7%
SMH
307
Sanders Morris Harris
Texas
$577K +$577K +22,422 New
ECM
308
ETrade Capital Management
Virginia
$569K +$92.5K +3,619 +19%
CGT
309
Capital Guardian Trust
California
$560K – – –
SI
310
Stephens Inc
Arkansas
$554K +$11K +432 +2%
VOYA Investment Management
311
VOYA Investment Management
Georgia
$552K +$169K +6,583 +44%
LOAME
312
Lombard Odier Asset Management (Europe)
United Kingdom
$549K – – –
NP
313
Ninepoint Partners
Ontario, Canada
$534K -$552K -21,568 -51%
RCC
314
Red Cedar Capital
Nebraska
$502K – – –
CFS
315
CRA Financial Services
New Jersey
$478K – – –
CS
316
Cannell & Spears
New York
$478K +$478K +18,685 New
BFM
317
Boothbay Fund Management
New York
$473K – – –
AIM
318
Anchor Investment Management
South Carolina
$473K – – –
GWM
319
Geneos Wealth Management
Colorado
$438K +$563 +22 +0.1%
Mariner
320
Mariner
Kansas
$414K -$5.65M -221,038 -93%
IHL
321
Investment House LLC
California
$413K +$413K +16,134 New
VRS
322
Virginia Retirement Systems
Virginia
$388K – – –
BCWM
323
Bartlett & Co Wealth Management
Ohio
$380K +$294K +11,505 +342%
BC
324
Bartlett & Co
Ohio
$380K +$294K +11,505 +342%
AP
325
Advisor Partners
California
$364K +$16.7K +654 +5%
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