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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 %
DTL
351
Dynamic Technology Lab
Singapore
$209K +$209K +10,180 New
UR
352
USCA RIA
Texas
$208K – – –
CCA
353
Checchi Capital Advisers
California
$207K -$44.7K -2,173 -18%
LBA
354
Letko, Brosseau & Associates
Quebec, Canada
$207K +$207K +10,107 New
CA
355
Cortland Associates
Missouri
$206K +$12.1K +589 +6%
FHA
356
First Horizon Advisors
Tennessee
$203K +$471 +23 +0.2%
ER
357
Enlightenment Research
Florida
$203K +$203K +9,903 New
CBT
358
Capital Bank & Trust
California
$201K +$93.3K +4,554 +87%
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$200K -$226 -11 -0.1%
ACA
360
Atlas Capital Advisors
Wyoming
$187K +$187K +9,113 New
SMFS
361
Squar Milner Financial Services
California
$187K – – –
NFG
362
Next Financial Group
Texas
$176K – – –
MOS
363
MGO One Seven
Ohio
$162K +$162K +7,919 New
VIMU
364
Veritas Investment Management (UK)
United Kingdom
$151K – – –
IA
365
IFP Advisors
Florida
$137K -$43.5K -2,134 -24%
LWCFA
366
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$566K -27,603 -81%
FPFS
367
First Personal Financial Services
North Carolina
$131K +$11.2K +548 +9%
Walleye Trading
368
Walleye Trading
New York
$129K +$129K +6,293 New
VFA
369
Valeo Financial Advisors
Indiana
$96K -$1.24K -60 -1%
FHA
370
Flagship Harbor Advisors
Massachusetts
$95K +$307 +15 +0.3%
FTI
371
Fiduciary Trust International
Massachusetts
$92K +$92K +4,484 New
BWA
372
Burt Wealth Advisors
Maryland
$91K – – –
POIA
373
Pin Oak Investment Advisors
Texas
$91K – – –
FA
374
Fortis Advisors
Pennsylvania
$90K – – –
SIAG
375
Signet Investment Advisory Group
Rhode Island
$88K +$88K +4,298 New
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15
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