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Brookfield
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Overview Fund Activity

544 hedge funds and large institutions have $34.4B invested in Brookfield in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+69
Holders Change %
+14.53%
% of All Funds
11.95%
Holding in Top 10
63
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.87%
% of All Funds
1.38%
New
96
Increased
180
Reduced
157
Closed
25
Calls
$79.4M
Puts
$46.4M
Net Calls
+$32.9M
Net Calls Change
+$96.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$366M
2
ACM
AKRE Capital Management
Virginia
+$283M
3
VVP
Vulcan Value Partners
Alabama
+$203M
4
CS
Credit Suisse
Switzerland
+$199M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$166M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$490M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$318M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$287M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$143M
5
Renaissance Technologies
Renaissance Technologies
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
376
Bartlett & Co
Ohio
$381K -$41.6K -1,465 -10%
MPM
377
Meritage Portfolio Management
Kansas
$381K – – –
BCWM
378
Bartlett & Co Wealth Management
Ohio
$381K -$41.6K -1,465 -10%
SG Americas Securities
379
SG Americas Securities
New York
$380K -$846K -29,802 -69%
YWP
380
YorkBridge Wealth Partners
New York
$372K -$17.9K -629 -5%
BF
381
BOK Financial
Oklahoma
$372K +$6.12K +215 +2%
MNG
382
Manning & Napier Group
New York
$371K – – –
KPCM
383
Kings Point Capital Management
New York
$369K – – –
TC
384
TownSquare Capital
Utah
$367K +$103K +3,399 +39%
SP
385
Symmetry Partners
Connecticut
$359K -$296K -10,411 -45%
GPA
386
Garrison Point Advisors
California
$358K – – –
MC
387
Moors & Cabot
Massachusetts
$357K +$121K +4,249 +52%
CSS
388
Cubist Systematic Strategies
Connecticut
$356K -$7.92M -278,709 -96%
PSUF
389
People's United Financial
Connecticut
$356K +$53.5K +1,883 +18%
Assenagon Asset Management
390
Assenagon Asset Management
Luxembourg
$351K +$69.1K +2,429 +25%
RE
391
RBC Europe
United Kingdom
$346K -$53.1K -1,868 -13%
SWM
392
Segment Wealth Management
Texas
$345K – – –
FAAS
393
First Allied Advisory Services
California
$338K +$22.7K +798 +7%
WIM
394
Wittenberg Investment Management
Massachusetts
$334K – – –
CT
395
Clearstead Trust
Maine
$334K – – –
SCM
396
SKBA Capital Management
California
$333K +$84.9K +2,990 +34%
PFS
397
Prospera Financial Services
Texas
$332K -$26.6K -934 -7%
ACP
398
Arcus Capital Partners
Georgia
$323K +$2.13K +75 +0.7%
SNBOSCI
399
Security National Bank of Sioux City Iowa
Iowa
$319K – – –
Fisher Asset Management
400
Fisher Asset Management
Washington
$318K -$965 -34 -0.3%
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