BN icon

Brookfield
BN

Overview Fund Activity

573 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-23
Holders Change %
-3.86%
% of All Funds
12.66%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.35%
New
65
Increased
202
Reduced
209
Closed
80
Calls
$17.2M
Puts
$14.2M
Net Calls
+$3.01M
Net Calls Change
+$27.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$275M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$139M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$125M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$118M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$213M
2
Capital World Investors
Capital World Investors
California
-$182M
3
Franklin Resources
Franklin Resources
California
-$146M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Coe Capital Management
Illinois
$366K -$19.1K -805 -5%
GC
377
Gilbert & Cook
Iowa
$366K -$7.63K -322 -2%
WANY
378
Wealthspire Advisors (New York)
New York
$360K +$360K +15,195 New
PTP
379
Platform Technology Partners
New York
$356K +$5.14K +217 +1%
QP
380
Quilter Plc
United Kingdom
$354K – – –
GAM
381
Gotham Asset Management
New York
$353K +$88.1K +3,718 +33%
TI
382
Trexquant Investment
Connecticut
$345K +$116K +4,909 +51%
GC
383
Giverny Capital
Quebec, Canada
$343K -$38.5K -2,437 -10%
S
384
SimplyRich
California
$338K +$144K +22,971 +74%
G
385
GenTrust
Florida
$332K +$332K +14,014 New
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$330K +$82.1K +3,471 +33%
SMFS
387
Squar Milner Financial Services
California
$329K +$18.7K +790 +6%
MOS
388
MGO One Seven
Ohio
$322K +$4.69K +198 +1%
Acadian Asset Management
389
Acadian Asset Management
Massachusetts
$321K +$131K +5,546 +69%
WTC
390
WhitTier Trust Company
Nevada
$319K – – –
MC
391
Moors & Cabot
Massachusetts
$317K -$6.8K -288 -2%
MPM
392
Meritage Portfolio Management
Kansas
$317K – – –
CAN
393
Cetera Advisor Networks
California
$314K -$22.7K -957 -7%
SSA
394
Schonfeld Strategic Advisors
New York
$312K +$312K +13,177 New
DWT
395
Dorsey & Whitney Trust
South Dakota
$310K -$21.3K -897 -6%
YWP
396
YorkBridge Wealth Partners
New York
$310K – – –
MWM
397
Mattern Wealth Management
Kansas
$309K +$29.8K +1,260 +11%
KPCM
398
Kings Point Capital Management
New York
$307K – – –
BF
399
BOK Financial
Oklahoma
$305K – – –
SFS
400
Sowell Financial Services
Arkansas
$304K +$268K +11,344 +754%
14 15
16
17 18