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Brookfield
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Overview Fund Activity

544 hedge funds and large institutions have $34.4B invested in Brookfield in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+69
Holders Change %
+14.53%
% of All Funds
11.95%
Holding in Top 10
63
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.87%
% of All Funds
1.38%
New
96
Increased
180
Reduced
157
Closed
25
Calls
$79.4M
Puts
$46.4M
Net Calls
+$32.9M
Net Calls Change
+$96.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$366M
2
ACM
AKRE Capital Management
Virginia
+$283M
3
VVP
Vulcan Value Partners
Alabama
+$203M
4
CS
Credit Suisse
Switzerland
+$199M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$166M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$490M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$318M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$287M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$143M
5
Renaissance Technologies
Renaissance Technologies
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
301
Glen Harbor Capital Management
California
$1.03M -$116K -4,125 -10%
SAM
302
Silphium Asset Management
United Kingdom
$1.02M +$1.02M +35,983 New
SP
303
Sarasin & Partners
United Kingdom
$956K – – –
SCP
304
Syntal Capital Partners
Texas
$954K – – –
DWM
305
Doyle Wealth Management
Florida
$935K – – –
RHBC
306
R.H. Bluestein & Co
Michigan
$929K – – –
RFC
307
Regions Financial Corp
Alabama
$904K +$523K +18,401 +137%
EWM
308
Evercore Wealth Management
New York
$899K -$23.9K -840 -3%
S
309
SimplyRich
California
$890K – – –
JHCP
310
Jackson Hole Capital Partners
Oklahoma
$883K +$10.4K +365 +1%
QCG
311
Quadrant Capital Group
Ohio
$872K – – –
AWM
312
Avior Wealth Management
Nebraska
$868K – – –
CRC
313
Curi RMB Capital
Illinois
$851K +$49.3K +1,736 +6%
SEI Investments
314
SEI Investments
Pennsylvania
$827K -$315K -11,079 -28%
GCIA
315
Gabelli & Co Investment Advisers
New York
$821K +$821K +28,904 New
MCM
316
McKinley Capital Management
Alaska
$815K +$815K +28,661 New
PAG
317
Private Advisor Group
New Jersey
$805K +$805K +28,317 New
SC
318
Searle & Co
Connecticut
$796K – – –
H
319
HoyleCohen
California
$786K +$786K +27,659 New
DAS
320
Dynamic Advisor Solutions
Arizona
$780K -$20K -701 -3%
RA
321
Rational Advisors
New York
$777K +$777K +27,332 New
LNWWM
322
Laird Norton Wetherby Wealth Management
California
$775K +$100K +3,520 +15%
NFG
323
Next Financial Group
Texas
$753K +$59.4K +2,088 +9%
PFM
324
Parsec Financial Management
North Carolina
$749K -$20.1K -706 -3%
GIBU
325
Gulf International Bank (UK)
United Kingdom
$747K -$64.2K -2,259 -8%
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