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Brookfield
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Overview Fund Activity

433 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
9.94%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.94%
New
65
Increased
147
Reduced
133
Closed
45
Calls
$12.3M
Puts
$32.1M
Net Calls
-$19.7M
Net Calls Change
-$25M

Top Buyers

1
PVI
Partners Value Investments
Bermuda
+$3.11B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$142M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$112M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$93.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$89.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$227M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$157M
3
Citigroup
Citigroup
New York
-$118M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$74.9M
5
Capital World Investors
Capital World Investors
California
-$57.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
451
Truvvo Partners
New York
– -$295K -12,652 Closed
LNC
452
Lincoln National Corp
Pennsylvania
– -$272K -11,635 Closed
DLCIG
453
D.L. Carlson Investment Group
New Hampshire
– -$256K -10,983 Closed
CT
454
Coastline Trust
Rhode Island
– -$250K -10,744 Closed
NFG
455
Next Financial Group
Texas
– -$245K -10,503 Closed
VOYA Investment Management
456
VOYA Investment Management
Georgia
– -$234K -10,011 Closed
BPC
457
Banque Pictet & Cie
Switzerland
– -$232K -9,922 Closed
PP
458
Palladium Partners
Virginia
– -$224K -9,623 Closed
EWM
459
Evercore Wealth Management
New York
– -$222K -9,533 Closed
CA
460
Cortland Associates
Missouri
– -$220K -9,458 Closed
VAM
461
Visionary Asset Management
Texas
– -$218K -9,359 Closed
FTIOP
462
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$250K -9,062 Closed
MC
463
Moors & Cabot
Massachusetts
– -$209K -8,933 Closed
CAM
464
CGOV Asset Management
Ontario, Canada
– -$227K -7,741 Closed
CA
465
Calton & Associates
Florida
– -$118K -5,217 Closed
Walleye Trading
466
Walleye Trading
New York
– -$91 -3,885 Closed
DCM
467
Delpha Capital Management
New York
– -$56K -2,407 Closed
II
468
Inspire Investing
Idaho
– -$54K -2,337 Closed
MFBTD
469
MB Financial Bank - Trust Department
Illinois
– -$35K -1,495 Closed
BBHC
470
Brown Brothers Harriman & Co
New York
– -$14K -622 Closed
WA
471
Winfield Associates
Ohio
– -$13K -542 Closed
PWM
472
Paulson Wealth Management
Illinois
– -$10K -420 Closed
AFNAS
473
American Financial Network Advisory Services
California
– -$6K -262 Closed
KJWM
474
Kiley Juergens Wealth Management
Washington
– -$4K -192 Closed
NCM
475
Nelson Capital Management
California
– -$4K -187 Closed
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