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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 %
FHB
426
First Hawaiian Bank
Hawaii
$11K – – –
AF
427
Advisornet Financial
Minnesota
$11K – – –
PAMU
428
Pictet Asset Management (UK)
United Kingdom
$10.8K -$284 -13,862 -3%
CAM
429
Cresset Asset Management
Illinois
$10K +$10K +497 New
AAM
430
Advisors Asset Management
Colorado
$9K -$148 -7 -2%
TL
431
TrueWealth LLC
Georgia
$9K – – –
WCM
432
WealthBridge Capital Management
Ohio
$9K +$9K +462 New
QI
433
QV Investors
Alberta, Canada
$8K – – –
OIA
434
Optimum Investment Advisors
Illinois
$7K – – –
FCA
435
FinTrust Capital Advisors
South Carolina
$7K +$7K +318 New
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CFGS
437
Concourse Financial Group Securities
Alabama
$5K -$5.02K -281 -50%
HI
438
Hudock Inc
Pennsylvania
$5K – – –
CCM
439
Cribstone Capital Management
Maine
$5K – – –
AC
440
Avestar Capital
New York
$4K +$424 +23 +12%
PWMG
441
Prestige Wealth Management Group
New Jersey
$4K +$4K +198 New
SA
442
SRH Advisors
Kansas
$3K – – –
PCA
443
Providence Capital Advisors
North Carolina
$3K – – –
LWM
444
Lenox Wealth Management
Ohio
$2K -$10.7K -576 -84%
GRP
445
Global Retirement Partners
California
$2K +$42 +2 +2%
BCA
446
Berman Capital Advisors
Georgia
$2K +$2K +129 New
GT
447
Glenmede Trust
Pennsylvania
$363 +$31 +1,495 +9%
AMCA
448
Arthur M. Cohen & Associates
Illinois
$248 – – –
PI
449
PineBridge Investments
New York
– -$23.5M -764,825 Closed
WCA
450
Waratah Capital Advisors
Ontario, Canada
– -$17.7M -746,747 Closed
16 17
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