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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 %
YWP
401
YorkBridge Wealth Partners
New York
$404K – – –
KPCM
402
Kings Point Capital Management
New York
$401K – – –
BF
403
BOK Financial
Oklahoma
$399K -$5.51K -178 -1%
Verition Fund Management
404
Verition Fund Management
Connecticut
$396K +$396K +12,812 New
GPA
405
Garrison Point Advisors
California
$390K – – –
AF
406
Apexium Financial
Texas
$390K +$390K +12,614 New
BCWM
407
Bartlett & Co Wealth Management
Ohio
$390K -$24.9K -804 -6%
PSUF
408
People's United Financial
Connecticut
$385K -$2.32K -75 -0.6%
VFA
409
Valeo Financial Advisors
Indiana
$379K -$41.9K -1,355 -10%
First Trust Advisors
410
First Trust Advisors
Illinois
$379K +$379K +12,244 New
RE
411
RBC Europe
United Kingdom
$376K – – –
SWM
412
Segment Wealth Management
Texas
$376K – – –
VFA
413
Voya Financial Advisors
Connecticut
$376K +$57K +1,841 +18%
FP
414
Financial Perspectives
Minnesota
$366K +$366K +11,826 New
SCM
415
SKBA Capital Management
California
$365K +$2.26K +73 +0.6%
MWM
416
Mattern Wealth Management
Kansas
$365K +$365K +11,801 New
WIM
417
Wittenberg Investment Management
Massachusetts
$364K – – –
CT
418
Clearstead Trust
Maine
$364K – – –
LWAC
419
Laurel Wealth Advisors (California)
California
$358K -$123K -3,971 -26%
FAAS
420
First Allied Advisory Services
California
$357K -$11.1K -359 -3%
SNBOSCI
421
Security National Bank of Sioux City Iowa
Iowa
$347K – – –
CIC
422
Carnegie Investment Counsel
Ohio
$347K +$57.8K +1,869 +20%
Fisher Asset Management
423
Fisher Asset Management
Washington
$346K -$681 -22 -0.2%
GAM
424
Gotham Asset Management
New York
$346K +$52.4K +1,691 +18%
IWC
425
Integrated Wealth Concepts
Massachusetts
$339K +$14.4K +466 +4%
15 16
17
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