BN icon

Brookfield
BN

Overview Fund Activity

520 hedge funds and large institutions have $32.3B invested in Brookfield in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 170 increasing their positions, 197 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-46
Holders Change %
-8.13%
% of All Funds
10.52%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.03%
New
34
Increased
170
Reduced
197
Closed
74
Calls
$19.1M
Puts
$57.1M
Net Calls
-$38M
Net Calls Change
-$108K

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$83.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$74.9M
5
ACM
AKRE Capital Management
Virginia
+$67.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$122M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$109M
3
RRAM
River Road Asset Management
Kentucky
-$67.7M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$39.9M
5
CAM
Cidel Asset Management
Ontario, Canada
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$56K -$673K -25,480 -92%
CDIA
452
Capital Directions Investment Advisors
Georgia
$55K – – –
LFG
453
LifePlan Financial Group
Ohio
$51K – – –
NSIM
454
North Star Investment Management
Illinois
$50K -$12.2K -461 -20%
CB
455
Community Bank
New York
$50K – – –
MHR
456
Matthew Hamilton Rosenberg
$50K – – –
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$49K +$23K +862 +89%
AWA
458
Artemis Wealth Advisors
New York
$37.2K – – –
SIM
459
Sonora Investment Management
Arizona
$37K – – –
Group One Trading
460
Group One Trading
Illinois
$37K +$37K +1,403 New
S
461
SignatureFD
Georgia
$36K -$88K -3,325 -71%
CCA
462
Column Capital Advisors
Indiana
$33K – – –
BWM
463
BNC Wealth Management
Oregon
$33K +$33K +1,246 New
BNP Paribas Financial Markets
464
BNP Paribas Financial Markets
France
$32.5K – – –
PB
465
Pinnacle Bancorp
Nebraska
$32K +$4.12K +156 +15%
CHC
466
City Holding Co
West Virginia
$31K – – –
TFA
467
Toth Financial Advisory
Virginia
$26K – – –
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
ZB
469
Zions Bancorporation
Utah
$25K – – –
QCG
470
Quadrant Capital Group
Ohio
$21K -$32.5K -1,209 -61%
CHAM
471
Clear Harbor Asset Management
Connecticut
$19.8K +$19.8K +747 New
HI
472
Hudock Inc
Pennsylvania
$19K – – –
FHA
473
First Horizon Advisors
Tennessee
$19K – – –
CHA
474
Carmichael Hill & Associates
Maryland
$19K – – –
LC
475
Lindbrook Capital
California
$18K +$1.68K +62 +10%
17 18
19
20 21