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Brookfield
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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 %
ASN
376
Advisory Services Network
Georgia
$32K +$32K +1,388 New
CBOA
377
Commonwealth Bank of Australia
Australia
$25K -$97K -4,468 -80%
FAM
378
Fred Alger Management
New York
$24K -$6.6K -282 -22%
HWM
379
Holloway Wealth Management
Florida
$23K -$22K – –
CFA
380
Carroll Financial Associates
North Carolina
$22K -$596 -26 -3%
RFA
381
Reilly Financial Advisors
California
$21K – – –
ZB
382
Zions Bancorporation
Utah
$20K – – –
LIA
383
LS Investment Advisors
Michigan
$18K – – –
SC
384
Sawyer & Company
Massachusetts
$17K +$17K +747 New
WPA
385
West Paces Advisors
Georgia
$16.1K – – –
LNB
386
Ledyard National Bank
$16K – – –
THWM
387
Taylor Hoffman Wealth Management
Virginia
$15K +$15K +626 New
SWM
388
SeaCrest Wealth Management
New York
$15K +$15K +641 New
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +654 New
AF
390
Advisornet Financial
Minnesota
$15K +$15K +663 New
BBHC
391
Brown Brothers Harriman & Co
New York
$14K +$14K +622 New
FA
392
Fortis Advisors
Pennsylvania
$13K – – –
WA
393
Winfield Associates
Ohio
$13K – – –
YWP
394
YorkBridge Wealth Partners
New York
$13K – – –
PWM
395
Paulson Wealth Management
Illinois
$10K +$10K +420 New
JWA
396
JFS Wealth Advisors
Pennsylvania
$9K +$9K +366 New
HI
397
Hudock Inc
Pennsylvania
$8K – – –
CAW
398
Cornerstone Advisors (Washington)
Washington
$7K +$4.33K +194 +162%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +284 New
OIA
400
OneDigital Investment Advisors
Kansas
$6K – – –
14 15
16
17 18