BN icon

Brookfield
BN

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 %
GWS
351
Glassman Wealth Services
Virginia
$92K +$4.11K +177 +5%
BWA
352
Burt Wealth Advisors
Maryland
$88K – – –
BC
353
Bartlett & Co
Ohio
$78K – – –
ST
354
Smithfield Trust
Pennsylvania
$77K – – –
SIAS
355
Shine Investment Advisory Services
Colorado
$75K – – –
TL
356
TrueWealth LLC
Georgia
$65K +$65K +2,806 New
CPIG
357
Chicago Partners Investment Group
Illinois
$62K – – –
BlackRock
358
BlackRock
New York
$61K +$21.8K +934 +56%
EA
359
Edge Advisors
Georgia
$58K – – –
IWM
360
IHT Wealth Management
Illinois
$56K – – –
DCM
361
Delpha Capital Management
New York
$56K +$56K +2,407 New
ECM
362
Estabrook Capital Management
New York
$54.4K – – –
CIM
363
Contravisory Investment Management
Massachusetts
$54K +$30.8K +1,310 +132%
II
364
Inspire Investing
Idaho
$54K +$54K +2,337 New
TWA
365
TCI Wealth Advisors
Arizona
$53K – – –
SIA
366
SeaBridge Investment Advisors
New Jersey
$52K +$52K +2,242 New
NSIM
367
North Star Investment Management
Illinois
$49K +$140 +6 +0.3%
VFA
368
Valeo Financial Advisors
Indiana
$48K +$19.3K +830 +67%
CB
369
Community Bank
New York
$44K – – –
WCM
370
Whitener Capital Management
North Carolina
$44K +$44K +1,919 New
DAM
371
Delta Asset Management
Tennessee
$43K – – –
PA
372
Parallel Advisors
California
$39K – – –
ClearBridge Investments
373
ClearBridge Investments
New York
$35K -$8.73K -373 -20%
MFBTD
374
MB Financial Bank - Trust Department
Illinois
$35K – – –
CHC
375
City Holding Co
West Virginia
$34K -$9.64K -419 -22%
13 14
15
16 17