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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 %
ECM
476
Estabrook Capital Management
New York
$66.4K – – –
TWA
477
TCI Wealth Advisors
Arizona
$65K – – –
CDIA
478
Capital Directions Investment Advisors
Georgia
$59K +$59K +2,089 New
SBL
479
Sargent Bickham Lagudis
Colorado
$57K +$37.1K +1,313 +187%
CAW
480
Cornerstone Advisors (Washington)
Washington
$55K +$11.9K +416 +28%
FGAM
481
Financial Gravity Asset Management
Texas
$54K -$52.4K -1,846 -49%
LFG
482
LifePlan Financial Group
Ohio
$54K – – –
CB
483
Community Bank
New York
$54K – – –
WCM
484
Whitener Capital Management
North Carolina
$54K – – –
HNB
485
Huntington National Bank
Ohio
$53K – – –
CBT
486
Capital Bank & Trust
California
$52K +$52K +1,835 New
SFS
487
Sowell Financial Services
Arkansas
$51K +$51K +1,807 New
SIAS
488
Shine Investment Advisory Services
Colorado
$50K – – –
AP
489
Arlington Partners
Alabama
$48K – – –
ST
490
Smithfield Trust
Pennsylvania
$47K – – –
PFO
491
Pathstone Family Office
New Jersey
$46K +$5.83K +204 +15%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$46K +$24.3K +846 +112%
CFA
493
Carroll Financial Associates
North Carolina
$45K -$2.3K -82 -5%
PCIA
494
Prime Capital Investment Advisors
Kansas
$44K +$44K +1,564 New
BFEC
495
Benjamin F. Edwards & Company
Missouri
$43K +$21.8K +766 +103%
ClearBridge Investments
496
ClearBridge Investments
New York
$42K – – –
KWA
497
KCS Wealth Advisory
California
$39.8K +$39.8K +1,399 New
SIM
498
Sonora Investment Management
Arizona
$39K – – –
BBHC
499
Brown Brothers Harriman & Co
New York
$37K – – –
HPC
500
HM Payson & Co
Maine
$36K – – –
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