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Brookfield
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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 %
Fisher Asset Management
401
Fisher Asset Management
Washington
$301K +$35.7K +1,504 +13%
AF
402
Apexium Financial
Texas
$299K – – –
GPA
403
Garrison Point Advisors
California
$299K – – –
BCWM
404
Bartlett & Co Wealth Management
Ohio
$298K – – –
BC
405
Bartlett & Co
Ohio
$298K +$298K +12,599 New
PSUF
406
People's United Financial
Connecticut
$295K +$189 +8 +0.1%
AP
407
Americana Partners
Texas
$292K +$292K +12,332 New
FI
408
Fosun International
China
$287K -$155K -6,540 -35%
SWM
409
Segment Wealth Management
Texas
$287K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
410
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$286K +$286K +12,057 New
VFA
411
Voya Financial Advisors
Connecticut
$285K -$1.82K -77 -0.6%
EWA
412
Exencial Wealth Advisors
Oklahoma
$284K -$67K -2,826 -19%
WIM
413
Wittenberg Investment Management
Massachusetts
$279K – – –
HB
414
Homrich & Berg
Georgia
$278K -$83.5K -3,526 -23%
CT
415
Clearstead Trust
Maine
$278K – – –
WKWM
416
Walter & Keenan Wealth Management
Indiana
$276K -$518K -23,233 -65%
AMCA
417
Arthur M. Cohen & Associates
Illinois
$276K -$29.2K -1,308 -10%
LWAC
418
Laurel Wealth Advisors (California)
California
$274K – – –
RE
419
RBC Europe
United Kingdom
$270K -$17.7K -746 -6%
MJRIC
420
Mogy Joel R Investment Counsel
California
$268K +$109K +4,592 +68%
KAM
421
Karani Asset Management
New York
$266K -$46.6K -1,962 -15%
American Century Companies
422
American Century Companies
Missouri
$265K +$265K +11,179 New
GAM
423
Griffin Asset Management
New York
$264K -$199K -8,406 -43%
UR
424
USCA RIA
Texas
$261K -$274K -11,575 -51%
SMH
425
Sanders Morris Harris
Texas
$260K -$86.7K -5,606 -25%
15 16
17
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