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Brookfield
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Overview Fund Activity

433 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
9.94%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.94%
New
65
Increased
147
Reduced
133
Closed
45
Calls
$12.3M
Puts
$32.1M
Net Calls
-$19.7M
Net Calls Change
-$25M

Top Buyers

1
PVI
Partners Value Investments
Bermuda
+$3.11B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$142M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$112M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$93.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$89.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$227M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$157M
3
Citigroup
Citigroup
New York
-$118M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$74.9M
5
Capital World Investors
Capital World Investors
California
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
351
Burt Wealth Advisors
Maryland
$93K +$14.4K +689 +18%
POIA
352
Pin Oak Investment Advisors
Texas
$92K – – –
ASN
353
Advisory Services Network
Georgia
$91K +$62.1K +2,990 +215%
PCP
354
Proficio Capital Partners
Massachusetts
$90K +$6.16K +294 +7%
TSW
355
Thompson Siegel & Walmsley
Virginia
$88K – – –
FHA
356
First Horizon Advisors
Tennessee
$88K +$228 +11 +0.3%
OFW
357
Omnia Family Wealth
Florida
$88K +$88K +4,204 New
GWS
358
Glassman Wealth Services
Virginia
$82K -$689 -33 -0.8%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$81K -$1.15M -55,301 -93%
BC
360
Bartlett & Co
Ohio
$77K +$6.65K +318 +9%
BCWM
361
Bartlett & Co Wealth Management
Ohio
$76.8K +$76.8K +3,681 New
ST
362
Smithfield Trust
Pennsylvania
$69K – – –
SIAS
363
Shine Investment Advisory Services
Colorado
$67K – – –
CIM
364
Contravisory Investment Management
Massachusetts
$59K +$11.2K +540 +23%
PWAG
365
Polaris Wealth Advisory Group
California
$59K +$59K +2,836 New
APA
366
American Portfolios Advisors
New York
$52.7K -$162K -7,755 -75%
EA
367
Edge Advisors
Georgia
$52K – – –
Simplex Trading
368
Simplex Trading
Illinois
$52K +$52K +2,500 New
IWM
369
IHT Wealth Management
Illinois
$50K +$83 +4 +0.2%
ECM
370
Estabrook Capital Management
New York
$48.8K – – –
TWA
371
TCI Wealth Advisors
Arizona
$48K – – –
SIA
372
SeaBridge Investment Advisors
New Jersey
$47K – – –
VFA
373
Valeo Financial Advisors
Indiana
$45K +$1.86K +89 +4%
CBOA
374
Commonwealth Bank of Australia
Australia
$45K +$22.2K +1,121 +97%
NSIM
375
North Star Investment Management
Illinois
$44K +$105 +5 +0.2%
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