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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 %
TSW
376
Thompson Siegel & Walmsley
Virginia
$86K – – –
OFW
377
Omnia Family Wealth
Florida
$86K – – –
PCP
378
Proficio Capital Partners
Massachusetts
$83K -$62 -3 -0.1%
GWS
379
Glassman Wealth Services
Virginia
$79K -$391 -19 -0.5%
APA
380
American Portfolios Advisors
New York
$75K +$22.9K +1,114 +44%
SIA
381
SeaBridge Investment Advisors
New Jersey
$75K +$28.9K +1,402 +63%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$69K – – –
BC
383
Bartlett & Co
Ohio
$69K – – –
ST
384
Smithfield Trust
Pennsylvania
$68K – – –
CBOA
385
Commonwealth Bank of Australia
Australia
$65K +$2.72K +137 +4%
SIAS
386
Shine Investment Advisory Services
Colorado
$61K -$5.31K -258 -8%
NSIM
387
North Star Investment Management
Illinois
$53K +$164 +8 +0.3%
UBS AM
388
UBS AM
Illinois
$52K +$44.3K +2,160 +578%
BDS
389
Banco de Sabadell
Florida
$50K +$50K +2,450 New
ECM
390
Estabrook Capital Management
New York
$47.9K – – –
TWA
391
TCI Wealth Advisors
Arizona
$47K – – –
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$39K -$14.1K -678 -27%
LFG
393
LifePlan Financial Group
Ohio
$39K – – –
WCM
394
Whitener Capital Management
North Carolina
$39K – – –
CB
395
Community Bank
New York
$39K – – –
HNB
396
Huntington National Bank
Ohio
$38K – – –
PA
397
Parallel Advisors
California
$36K – – –
AP
398
Arlington Partners
Alabama
$35K – – –
CHP
399
Cable Hill Partners
Oregon
$35K +$35K +1,682 New
YWP
400
YorkBridge Wealth Partners
New York
$32K +$17.2K +841 +116%
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