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Brookfield
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Overview Fund Activity

475 hedge funds and large institutions have $29.5B invested in Brookfield in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+16
Holders Change %
+3.49%
% of All Funds
10.33%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.15%
New
58
Increased
164
Reduced
149
Closed
39
Calls
$6.98M
Puts
$70.9M
Net Calls
-$64M
Net Calls Change
+$1.28M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$114M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$92M
4
Select Equity Group
Select Equity Group
New York
+$79.2M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$75.4M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$234M
2
Franklin Resources
Franklin Resources
California
-$137M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$117M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$80M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
401
Proficio Capital Partners
Massachusetts
$98K +$3.09K +121 +3%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K – – –
FGAM
403
Financial Gravity Asset Management
Texas
$96K +$71.5K +2,791 +291%
SIA
404
SeaBridge Investment Advisors
New Jersey
$93K – – –
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$79K +$15.4K +598 +24%
UBS AM
406
UBS AM
Illinois
$74.8K – – –
CBOA
407
Commonwealth Bank of Australia
Australia
$70K -$10.7K -432 -13%
CIM
408
Contravisory Investment Management
Massachusetts
$67K – – –
BDS
409
Banco de Sabadell
Florida
$63K – – –
ECM
410
Estabrook Capital Management
New York
$59.7K – – –
TWA
411
TCI Wealth Advisors
Arizona
$58K – – –
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$55K +$16.9K +664 +44%
APA
413
American Portfolios Advisors
New York
$50.4K +$665 +26 +1%
LFG
414
LifePlan Financial Group
Ohio
$49K – – –
WCM
415
Whitener Capital Management
North Carolina
$49K – – –
CB
416
Community Bank
New York
$49K – – –
HNB
417
Huntington National Bank
Ohio
$48K +$48K +1,868 New
AF
418
Advisornet Financial
Minnesota
$47K +$32.9K +1,280 +233%
SIAS
419
Shine Investment Advisory Services
Colorado
$45K -$30.7K -1,203 -41%
CFGS
420
Concourse Financial Group Securities
Alabama
$45K +$153 +6 +0.3%
SIC
421
Salem Investment Counselors
North Carolina
$44K +$44K +1,704 New
CFA
422
Carroll Financial Associates
North Carolina
$43K -$433 -17 -1%
AP
423
Arlington Partners
Alabama
$43K – – –
ST
424
Smithfield Trust
Pennsylvania
$42K – – –
CAW
425
Cornerstone Advisors (Washington)
Washington
$39K +$8.65K +335 +29%
15 16
17
18 19