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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 %
HB
376
Homrich & Berg
Georgia
$472K +$202K +6,525 +75%
QP
377
Quilter Plc
United Kingdom
$462K +$462K +14,933 New
CPIG
378
Chicago Partners Investment Group
Illinois
$459K +$363 +11 +0.1%
EWA
379
Exencial Wealth Advisors
Oklahoma
$458K +$458K +14,797 New
PTP
380
Platform Technology Partners
New York
$458K +$458K +14,804 New
EGM
381
Engineers Gate Manager
New York
$457K +$457K +14,761 New
EW
382
Evoke Wealth
California
$454K -$5.85K -189 -1%
M&T Bank
383
M&T Bank
New York
$454K +$454K +14,688 New
SS
384
Simplicity Solutions
Minnesota
$453K +$453K +14,645 New
CAN
385
Cetera Advisor Networks
California
$441K +$441K +14,201 New
DWT
386
Dorsey & Whitney Trust
South Dakota
$433K +$138K +4,443 +47%
AMCA
387
Arthur M. Cohen & Associates
Illinois
$423K – – –
MC
388
Moors & Cabot
Massachusetts
$422K +$37.5K +1,220 +10%
WTC
389
WhitTier Trust Company
Nevada
$416K – – –
MPM
390
Meritage Portfolio Management
Kansas
$414K – – –
MOS
391
MGO One Seven
Ohio
$414K +$166K +5,373 +67%
VDBMI
392
Van Den Berg Management I
Texas
$413K +$413K +13,343 New
BGCP
393
Bristol Gate Capital Partners
Ontario, Canada
$408K +$124K +3,997 +43%
KAM
394
Karani Asset Management
New York
$407K +$407K +13,173 New
CBU
395
CIBC Bank USA
Illinois
$406K +$81.3K +2,627 +25%
SMFS
396
Squar Milner Financial Services
California
$405K -$329K -10,637 -45%
TAM
397
Tocqueville Asset Management
New York
$405K +$405K +13,079 New
BCM
398
Bayesian Capital Management
New York
$405K +$405K +13,079 New
VF
399
Virtu Financial
New York
$404K -$32.8K -1,059 -8%
YWP
400
YorkBridge Wealth Partners
New York
$404K – – –
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