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Brookfield
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Overview Fund Activity

416 hedge funds and large institutions have $23.2B invested in Brookfield in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+32
Holders Change %
+8.33%
% of All Funds
9.45%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.95%
New
60
Increased
112
Reduced
146
Closed
24
Calls
$6.27M
Puts
$1M
Net Calls
+$5.27M
Net Calls Change
+$2.22M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$641M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
$129M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$542M
4
CCM
Check Capital Management
California
$61.5M
5
OAC
OMERS Administration Corp
Ontario, Canada
$316M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.05B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$45.1M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$172M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Burgundy Asset Management
Ontario, Canada
$239M -$25.8M -1,103,562 -10%
MG
27
Markel Group
Virginia
$237M – – –
SI
28
Sentry Investments
Ontario, Canada
$236M -$19.2M -822,602 -8%
BRIM
29
Broad Run Investment Management
Virginia
$232M -$472K -20,258 -0.2%
DC
30
Davenport & Co
Virginia
$225M +$37M +1,589,015 +20%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$190M -$2.41M -103,077 -1%
TAM
32
Third Avenue Management
New York
$187M +$103K +4,432 +0.1%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$172M -$47.4M -2,026,374 -22%
BWA
34
Brave Warrior Advisors
New York
$167M -$988K -42,392 -0.6%
APG Asset Management
35
APG Asset Management
Netherlands
$161M +$5.96M +306,423 +4%
Select Equity Group
36
Select Equity Group
New York
$157M -$9.48M -406,850 -6%
Legal & General Group
37
Legal & General Group
United Kingdom
$153M -$2.73M -116,818 -2%
Citigroup
38
Citigroup
New York
$142M +$1.44M +61,819 +1%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$141M -$5.2M -223,168 -4%
MAMU
40
Marathon Asset Management (UK)
United Kingdom
$139M +$1.24M +53,104 +0.9%
OCAM
41
Onex Canada Asset Management
Ontario, Canada
$129M +$129M +5,542,269 New
GC
42
Guardian Capital
Ontario, Canada
$113M -$430K -18,354 -0.4%
CI Investments Inc
43
CI Investments Inc
Ontario, Canada
$112M -$596K -25,569 -0.5%
CB
44
Cooke & Bieler
Pennsylvania
$106M -$1.94M -83,095 -2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$106M -$1.34M -57,510 -1%
MIH
46
Madison Investment Holdings
Wisconsin
$101M -$8.19M -351,550 -7%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.1M +$1.71M +72,938 +2%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$93.2M -$7.79M -334,175 -8%
Morgan Stanley
49
Morgan Stanley
New York
$90.6M +$17.3M +743,793 +24%
UBS AM
50
UBS AM
Illinois
$90.1M -$1.67M -71,627 -2%
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