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Brookfield
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Overview Fund Activity

448 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+17
Holders Change %
+3.94%
% of All Funds
10%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
1.23%
New
60
Increased
151
Reduced
151
Closed
41
Calls
$24.6M
Puts
$8.64M
Net Calls
+$16M
Net Calls Change
-$29.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$173M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$155M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$124M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$81.9M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$71.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$98.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
4
TAM
Third Avenue Management
New York
-$48.5M
5
Canada Life
Canada Life
Manitoba, Canada
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
326
People's United Financial
Connecticut
$258K +$258K +12,575 New
Marshall Wace
327
Marshall Wace
United Kingdom
$257K +$257K +12,519 New
CPIG
328
Chicago Partners Investment Group
Illinois
$256K +$213K +9,791 +498%
WT
329
Whittier Trust
California
$255K +$7.79K +379 +3%
SWM
330
Segment Wealth Management
Texas
$249K – – –
GC
331
Gilbert & Cook
Iowa
$243K -$18.4K -898 -7%
Simplex Trading
332
Simplex Trading
Illinois
$243K +$243K +11,846 New
WIM
333
Wittenberg Investment Management
Massachusetts
$242K – – –
Wolverine Trading
334
Wolverine Trading
Illinois
$242K +$242K +11,921 New
EWM
335
Evercore Wealth Management
New York
$241K – – –
KPCM
336
Kings Point Capital Management
New York
$241K – – –
Fisher Asset Management
337
Fisher Asset Management
Washington
$238K -$30.9K -1,510 -12%
LWAC
338
Laurel Wealth Advisors (California)
California
$237K – – –
QCG
339
Quadrant Capital Group
Ohio
$236K +$234K +11,477 +12,341%
LC
340
Lourd Capital
California
$228K +$10.8K +527 +5%
VNB
341
Virginia National Bank
Virginia
$221K -$451 -22 -0.2%
TSS
342
Two Sigma Securities
New York
$221K +$221K +10,774 New
CG
343
Colony Group
Massachusetts
$217K +$14.8K +721 +7%
SB
344
Simmons Bank
Arkansas
$216K – – –
FMT
345
First Mercantile Trust
Tennessee
$213K +$5.37K +262 +3%
LOAMS
346
Lombard Odier Asset Management (Switzerland)
Switzerland
$213K +$213K +7,622 New
SCM
347
SKBA Capital Management
California
$212K -$3.84K -187 -2%
DLA
348
Douglas Lane & Associates
New York
$211K -$74.8K -3,643 -26%
CT
349
Clearstead Trust
Maine
$210K +$23.5K +1,147 +13%
BMCM
350
Bryn Mawr Capital Management
Pennsylvania
$209K -$19.2K -935 -8%
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