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Brookfield
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Overview Fund Activity

596 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+52
Holders Change %
+9.56%
% of All Funds
11.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.34%
New
121
Increased
199
Reduced
163
Closed
57
Calls
$17.6M
Puts
$41.8M
Net Calls
-$24.3M
Net Calls Change
-$57.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$99.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$82.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$71.8M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$61.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$169M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$103M
3
IG
ING Group
Netherlands
-$95.7M
4
Morgan Stanley
Morgan Stanley
New York
-$89.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
351
Griffin Asset Management
New York
$605K +$43.6K +1,409 +8%
GP
352
Greenline Partners
New York
$605K +$605K +19,554 New
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$602K +$488K +15,753 +429%
GWM
354
Geneos Wealth Management
Colorado
$600K +$621 +20 +0.1%
CS
355
Cannell & Spears
New York
$598K +$20.2K +654 +4%
CIC
356
Crawford Investment Counsel
Georgia
$592K – – –
FI
357
Fosun International
China
$581K -$6.68M -214,876 -92%
CFS
358
CRA Financial Services
New Jersey
$578K – – –
IA
359
IFP Advisors
Florida
$578K +$35.8K +1,149 +7%
BP
360
BBR Partners
New York
$571K +$571K +18,472 New
GFS
361
GYL Financial Synergies
Connecticut
$567K -$1.08M -34,984 -66%
AIM
362
Anchor Investment Management
South Carolina
$563K – – –
HCA
363
Harbour Capital Advisors
Virginia
$555K +$214K +6,913 +63%
WAM
364
World Asset Management
Michigan
$553K -$139K -4,501 -20%
VIA
365
Vident Investment Advisory
Georgia
$553K +$553K +17,878 New
DIM
366
DC Investments Management
Virginia
$534K -$88.3K -2,857 -14%
BCM
367
Bienville Capital Management
New York
$520K – – –
AG
368
Aperio Group
California
$504K – – –
CCM
369
Coe Capital Management
Illinois
$503K – – –
BFM
370
Boothbay Fund Management
New York
$496K – – –
AP
371
Advisor Partners
California
$492K +$13.9K +428 +3%
Schroder Investment Management Group
372
Schroder Investment Management Group
United Kingdom
$489K +$489K +12,181 New
GC
373
Gilbert & Cook
Iowa
$488K +$47K +1,518 +11%
NP
374
Ninepoint Partners
Ontario, Canada
$480K – – –
WT
375
Whittier Trust
California
$478K +$1.05K +34 +0.2%
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