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Brookfield
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Overview Fund Activity

544 hedge funds and large institutions have $34.4B invested in Brookfield in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+69
Holders Change %
+14.53%
% of All Funds
11.95%
Holding in Top 10
63
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.87%
% of All Funds
1.38%
New
96
Increased
180
Reduced
157
Closed
25
Calls
$79.4M
Puts
$46.4M
Net Calls
+$32.9M
Net Calls Change
+$96.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$366M
2
ACM
AKRE Capital Management
Virginia
+$283M
3
VVP
Vulcan Value Partners
Alabama
+$203M
4
CS
Credit Suisse
Switzerland
+$199M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$166M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$490M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$318M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$287M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$143M
5
Renaissance Technologies
Renaissance Technologies
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
426
Blueshift Asset Management
New Jersey
$249K +$249K +8,780 New
HB
427
Homrich & Berg
Georgia
$248K – – –
GAM
428
Gould Asset Management
California
$247K – – –
JAFL
429
Jay A. Fishman Ltd
Michigan
$247K +$10.6K +373 +4%
ETI
430
Enterprise Trust & Investment
California
$239K – – –
IC
431
Intersect Capital
California
$239K – – –
RC
432
RegentAtlantic Capital
New Jersey
$235K -$25.8K -908 -10%
FFG
433
Frisch Financial Group
New York
$234K +$341 +12 +0.1%
RJT
434
Raymond James Trust
Florida
$233K -$1.59K -56 -0.7%
BAC
435
Boys Arnold & Co
North Carolina
$232K – – –
MOS
436
MGO One Seven
Ohio
$228K +$228K +8,035 New
Tudor Investment Corp
437
Tudor Investment Corp
Connecticut
$225K -$507K -17,835 -69%
IAA
438
Independent Advisor Alliance
North Carolina
$223K +$223K +7,835 New
TI
439
Telemetry Investments
New York
$221K +$221K +7,784 New
Truist Financial
440
Truist Financial
North Carolina
$220K +$220K +7,750 New
LOAMS
441
Lombard Odier Asset Management (Switzerland)
Switzerland
$217K – – –
NFGCM
442
Norman Fields Gottscho Capital Management
New York
$215K +$215K +7,567 New
BTW
443
Boston Trust Walden
Massachusetts
$214K +$214K +7,530 New
FFN
444
Focus Financial Network
Minnesota
$213K +$213K +7,496 New
PA
445
Pinnacle Associates
New York
$212K +$212K +7,474 New
NL
446
NWAM LLC
Washington
$206K +$206K +7,257 New
VIMU
447
Veritas Investment Management (UK)
United Kingdom
$203K – – –
NA
448
NewEdge Advisors
Louisiana
$203K +$203K +7,126 New
RWM
449
Ritholtz Wealth Management
New York
$203K +$203K +7,151 New
PFA
450
Pure Financial Advisors
California
$202K +$202K +7,104 New
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