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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 %
AI
326
Atria Investments
North Carolina
$200K +$200K +9,045 New
VIMU
327
Veritas Investment Management (UK)
United Kingdom
$149K +$149K +5,389 New
CBOA
328
Commonwealth Bank of Australia
Australia
$123K -$140K -6,407 -53%
QI
329
QS Investors
New York
$120K +$4.06K +183 +4%
EWM
330
Evercore Wealth Management
New York
$117K – – –
TSW
331
Thompson Siegel & Walmsley
Virginia
$93K – – –
FHA
332
First Horizon Advisors
Tennessee
$93K – – –
PCP
333
Proficio Capital Partners
Massachusetts
$88K +$772 +35 +0.9%
GWS
334
Glassman Wealth Services
Virginia
$84K – – –
BWA
335
Burt Wealth Advisors
Maryland
$83K -$6.18K -280 -7%
CG
336
Cutler Group
California
$79K +$41.8K +1,892 +112%
BC
337
Bartlett & Co
Ohio
$74K – – –
ST
338
Smithfield Trust
Pennsylvania
$73K -$19K -856 -21%
SIAS
339
Shine Investment Advisory Services
Colorado
$71K +$55.6K +2,522 +360%
CPIG
340
Chicago Partners Investment Group
Illinois
$58K +$58K +2,642 New
EA
341
Edge Advisors
Georgia
$55K – – –
IWM
342
IHT Wealth Management
Illinois
$54K +$54K +2,410 New
ECM
343
Estabrook Capital Management
New York
$51.6K – – –
TWA
344
TCI Wealth Advisors
Arizona
$50K – – –
NSIM
345
North Star Investment Management
Illinois
$46K +$132 +6 +0.3%
CHC
346
City Holding Co
West Virginia
$42K – – –
CB
347
Community Bank
New York
$42K – – –
ClearBridge Investments
348
ClearBridge Investments
New York
$41K – – –
DAM
349
Delta Asset Management
Tennessee
$41K +$16.2K +734 +65%
PA
350
Parallel Advisors
California
$38K -$2.67K -117 -7%
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