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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 %
OC
451
Oakworth Capital
Alabama
$179K -$487K -17,097 -73%
MWNA
452
Marshall Wace North America
New York
$143K -$191K -6,726 -57%
S
453
SignatureFD
Georgia
$139K +$13.9K +490 +11%
FHA
454
Flagship Harbor Advisors
Massachusetts
$132K +$367 +13 +0.3%
BWA
455
Burt Wealth Advisors
Maryland
$126K – – –
POIA
456
Pin Oak Investment Advisors
Texas
$126K – – –
TSW
457
Thompson Siegel & Walmsley
Virginia
$119K – – –
QI
458
QS Investors
New York
$112K -$143K -5,045 -56%
GWS
459
Glassman Wealth Services
Virginia
$109K -$85 -3 -0.1%
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K – – –
SIA
461
SeaBridge Investment Advisors
New Jersey
$104K – – –
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$104K +$16.9K +598 +19%
AF
463
Advisornet Financial
Minnesota
$104K +$52.2K +1,844 +101%
Simplex Trading
464
Simplex Trading
Illinois
$93K +$50.6K +1,840 +119%
UBS AM
465
UBS AM
Illinois
$83.1K – – –
IFAM
466
Institutional & Family Asset Management
Colorado
$82K +$82K +2,889 New
Mitsubishi UFJ Trust & Banking
467
Mitsubishi UFJ Trust & Banking
Japan
$77K +$77K +2,711 New
CIM
468
Contravisory Investment Management
Massachusetts
$76K +$1.55K +55 +2%
FANJ
469
Financial Architects (New Jersey)
New Jersey
$75K +$49.4K +1,730 +193%
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$73K +$11.7K +415 +19%
BDS
471
Banco de Sabadell
Florida
$70K – – –
NSIM
472
North Star Investment Management
Illinois
$69K +$69K +2,420 New
APA
473
American Portfolios Advisors
New York
$68.2K +$12.2K +430 +22%
JAM
474
JCIC Asset Management
Ontario, Canada
$67K -$914K -31,948 -93%
AIM
475
AIA Investment Management
Singapore
$67K +$67K +2,360 New
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19
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