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Brookfield
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Overview Fund Activity

596 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+52
Holders Change %
+9.56%
% of All Funds
11.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.34%
New
121
Increased
199
Reduced
163
Closed
57
Calls
$17.6M
Puts
$41.8M
Net Calls
-$24.3M
Net Calls Change
-$57.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$99.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$82.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$71.8M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$61.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$169M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$103M
3
IG
ING Group
Netherlands
-$95.7M
4
Morgan Stanley
Morgan Stanley
New York
-$89.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
26
Toronto Dominion Bank
Ontario, Canada
$385M +$48.4M +1,563,409 +14%
Invesco
27
Invesco
Georgia
$372M -$53.7M -1,734,744 -13%
ACM
28
AKRE Capital Management
Virginia
$361M +$53.5M +1,729,800 +17%
MG
29
Markel Group
Virginia
$335M +$722K +23,356 +0.2%
DC
30
Davenport & Co
Virginia
$333M -$11.9M -385,292 -3%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$294M -$32.5M -1,049,212 -10%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$280M +$13.7M +442,394 +5%
Morgan Stanley
33
Morgan Stanley
New York
$257M -$89.7M -2,898,191 -26%
Legal & General Group
34
Legal & General Group
United Kingdom
$237M +$6.89M +222,453 +3%
BRIM
35
Broad Run Investment Management
Virginia
$232M -$23.2M -748,421 -9%
VVP
36
Vulcan Value Partners
Alabama
$213M -$7.33M -236,900 -3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$186M +$7.26M +234,689 +4%
GC
38
Guardian Capital
Ontario, Canada
$186M -$17.3M -557,507 -9%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$185M +$16.7M +538,321 +10%
APG Asset Management
40
APG Asset Management
Netherlands
$170M -$86.6M -3,137,379 -34%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$167M +$82.4M +2,663,775 +97%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$166M -$4.93M -159,054 -3%
MAMU
43
Marathon Asset Management (UK)
United Kingdom
$156M -$1.89M -61,029 -1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$153M +$4.43M +143,191 +3%
BCIM
45
British Columbia Investment Management
British Columbia, Canada
$149M +$22.8M +737,466 +18%
MAM
46
Madison Asset Management
Wisconsin
$143M +$143M +4,631,992 New
BAM
47
Burgundy Asset Management
Ontario, Canada
$139M -$23.3M -752,702 -14%
SC
48
Scotia Capital
Ontario, Canada
$132M +$618K +20,005 +0.5%
Bank of America
49
Bank of America
North Carolina
$132M -$43.3M -1,398,800 -25%
Select Equity Group
50
Select Equity Group
New York
$130M +$34M +1,100,087 +35%
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