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Brookfield
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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 %
AF
476
Advisornet Financial
Minnesota
$16K -$74.2K -2,712 -82%
HWA
477
HHM Wealth Advisors
Tennessee
$16K – – –
HWM
478
Holloway Wealth Management
Florida
$14K -$14K – –
HF
479
Halpern Financial
Virginia
$12.5K – – –
SIAS
480
Shine Investment Advisory Services
Colorado
$12K -$35.8K -1,319 -75%
SWM
481
Sugarloaf Wealth Management
Georgia
$12K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$11K – – –
FGA
483
Fortis Group Advisors
New Jersey
$11K +$11K +420 New
GEA
484
Glen Eagle Advisors
New Jersey
$10.5K – – –
TFM
485
TFC Financial Management
Massachusetts
$10K +$10K +377 New
MRCM
486
M&R Capital Management
New Jersey
$9K – – –
RA
487
Rational Advisors
New York
$8K +$8K +288 New
JFA
488
JNBA Financial Advisors
Minnesota
$7K – – –
CFN
489
Cordasco Financial Network
Florida
$7K – – –
APWM
490
Atlas Private Wealth Management
New York
$7K – – –
EARNEST Partners
491
EARNEST Partners
Georgia
$6K – – –
MA
492
MUFG Americas
New York
$6K – – –
NNP
493
Nachman Norwood & Parrott
South Carolina
$6K +$6K +243 New
KFS
494
Kelly Financial Services
Massachusetts
$5.65K +$27 +1 +0.5%
Millennium Management
495
Millennium Management
New York
$5.56K +$632 +23,810 +13%
CCMIC
496
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K -$136K -5,107 -96%
EWM
497
Endurance Wealth Management
Rhode Island
$5K – – –
BCM
498
Bourgeon Capital Management
Connecticut
$5K – – –
FMP
499
Financial Management Professionals
Texas
$5K – – –
LFG
500
Larson Financial Group
Missouri
$5K – – –
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