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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 %
APA
326
American Portfolios Advisors
New York
$239K +$239K +10,277 New
VOYA Investment Management
327
VOYA Investment Management
Georgia
$234K -$2.55K -109 -1%
UR
328
USCA RIA
Texas
$233K -$47 -2 -0%
BPC
329
Banque Pictet & Cie
Switzerland
$232K – – –
CAM
330
CGOV Asset Management
Ontario, Canada
$227K – – –
GAM
331
Gould Asset Management
California
$226K -$22.3K -957 -9%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$226K +$1.14K +49 +0.5%
HPC
333
HM Payson & Co
Maine
$225K – – –
PP
334
Palladium Partners
Virginia
$224K +$224K +9,623 New
EWM
335
Evercore Wealth Management
New York
$222K +$97.9K +4,204 +79%
CA
336
Cortland Associates
Missouri
$220K – – –
VAM
337
Visionary Asset Management
Texas
$218K – – –
FMT
338
First Mercantile Trust
Tennessee
$215K -$49.7K -2,130 -19%
CT
339
Clearstead Trust
Maine
$212K – – –
MC
340
Moors & Cabot
Massachusetts
$209K +$209K +8,933 New
TRCT
341
Tower Research Capital (TRC)
New York
$161K -$563K -24,152 -78%
VIMU
342
Veritas Investment Management (UK)
United Kingdom
$158K – – –
SWP
343
Stratos Wealth Partners
Ohio
$135K +$135K +5,805 New
QI
344
QS Investors
New York
$126K – – –
CA
345
Calton & Associates
Florida
$118K +$118K +5,217 New
FPFS
346
First Personal Financial Services
North Carolina
$107K +$107K +4,578 New
POIA
347
Pin Oak Investment Advisors
Texas
$103K +$103K +4,421 New
TSW
348
Thompson Siegel & Walmsley
Virginia
$98K – – –
FHA
349
First Horizon Advisors
Tennessee
$95K +$471 +21 +0.5%
PCP
350
Proficio Capital Partners
Massachusetts
$93K +$256 +11 +0.3%
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