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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 %
ClearBridge Investments
401
ClearBridge Investments
New York
$31K – – –
SEI Investments
402
SEI Investments
Pennsylvania
$30K +$30K +1,499 New
RCAG
403
Rehmann Capital Advisory Group
Michigan
$24.5K +$6.1K +297 +33%
CHC
404
City Holding Co
West Virginia
$24K – – –
DAM
405
Delta Asset Management
Tennessee
$23K – – –
HWM
406
Holloway Wealth Management
Florida
$23K -$24K – –
PB
407
Pinnacle Bancorp
Nebraska
$22K +$22K +1,058 New
LC
408
Lindbrook Capital
California
$20K +$20K +1,016 New
CFA
409
Carroll Financial Associates
North Carolina
$19K -$2.15K -103 -10%
WANY
410
Wealthspire Advisors (New York)
New York
$19K +$19K +912 New
AOWM
411
Alpha Omega Wealth Management
Virginia
$18K +$9.35K +468 +108%
LIA
412
LS Investment Advisors
Michigan
$17K +$1.7K +84 +11%
AIA
413
Alera Investment Advisors
Illinois
$17K +$17K +813 New
TRCT
414
Tower Research Capital (TRC)
New York
$17K +$17K +833 New
CIM
415
Contravisory Investment Management
Massachusetts
$17K +$17K +841 New
CAW
416
Cornerstone Advisors (Washington)
Washington
$16K +$691 +34 +5%
AAMU
417
Amundi Asset Management US
Massachusetts
$15.2K +$1.68K +81,648 +12%
LNB
418
Ledyard National Bank
$14K – – –
SWM
419
SeaCrest Wealth Management
New York
$13K – – –
MA
420
MCF Advisors
Kentucky
$13K – – –
S
421
SignatureFD
Georgia
$12K -$336K -15,927 -97%
SWP
422
Strategic Wealth Partners
Ohio
$12K – – –
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
BWM
424
BerganKDV Wealth Management
Minnesota
$12K +$12K +561 New
BI
425
Bramshill Investments
Florida
$11K -$3.08K -146 -22%
15 16
17
18 19