BN icon

Brookfield
BN

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 %
BlackRock
351
BlackRock
New York
$37K – – –
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$35K +$35K +1,588 New
MFBTD
353
MB Financial Bank - Trust Department
Illinois
$33K +$33K +1,495 New
MCM
354
Manchester Capital Management
Vermont
$33K +$33K +1,495 New
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$30K +$21.3K +975 +244%
FAM
356
Fred Alger Management
New York
$29K +$4.59K +207 +19%
VFA
357
Valeo Financial Advisors
Indiana
$27K +$27K +1,235 New
FPS
358
Fieldpoint Private Securities
Connecticut
$23K +$23K +1,059 New
HWM
359
Holloway Wealth Management
Florida
$22K -$21K – –
CFA
360
Carroll Financial Associates
North Carolina
$22K – – –
CIM
361
Contravisory Investment Management
Massachusetts
$22K +$22K +990 New
RFA
362
Reilly Financial Advisors
California
$20K – – –
FA
363
Financial Advantage
Maryland
$19K +$19K +841 New
ZB
364
Zions Bancorporation
Utah
$19K +$19K +861 New
LIA
365
LS Investment Advisors
Michigan
$17K – – –
WPA
366
West Paces Advisors
Georgia
$15.3K – – –
LNB
367
Ledyard National Bank
$15K – – –
YWP
368
YorkBridge Wealth Partners
New York
$14K – – –
WA
369
Winfield Associates
Ohio
$12K – – –
HIM
370
Hillsdale Investment Management
Ontario, Canada
$12K – – –
FA
371
Fortis Advisors
Pennsylvania
$12K +$12K +561 New
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$12K +$12K +562 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +394 New
Simplex Trading
374
Simplex Trading
Illinois
$8K -$116K -5,570 -94%
HI
375
Hudock Inc
Pennsylvania
$7K +$4.99K +256 +249%
13 14
15
16 17