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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 %
CHC
501
City Holding Co
West Virginia
$33K – – –
PB
502
Pinnacle Bancorp
Nebraska
$30K – – –
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
SB
504
Strategic Blueprint
Georgia
$25K +$25K +876 New
LIA
505
LS Investment Advisors
Michigan
$24K – – –
ZB
506
Zions Bancorporation
Utah
$24K – – –
WC
507
Weil Company
California
$24K +$24K +841 New
OIA
508
Optimum Investment Advisors
Illinois
$23K +$13.2K +458 +135%
LC
509
Lindbrook Capital
California
$21K -$2.86K -101 -12%
FHA
510
First Horizon Advisors
Tennessee
$21K – – –
FPS
511
Fieldpoint Private Securities
Connecticut
$21K – – –
BCM
512
Bourgeon Capital Management
Connecticut
$20K +$20K +701 New
HI
513
Hudock Inc
Pennsylvania
$19K – – –
MA
514
MCF Advisors
Kentucky
$19K – – –
HGWM
515
Harvest Group Wealth Management
Massachusetts
$19K – – –
CIAS
516
Capital Investment Advisory Services
North Carolina
$19K +$19K +654 New
BGIM
517
Brandywine Global Investment Management
Pennsylvania
$17K – – –
LIM
518
Longfellow Investment Management
Massachusetts
$17K +$17K +587 New
HWM
519
Holloway Wealth Management
Florida
$15K -$13K – –
LWM
520
Lenox Wealth Management
Ohio
$14K +$3.36K +123 +32%
TL
521
TrueWealth LLC
Georgia
$12K – – –
BNP Paribas Financial Markets
522
BNP Paribas Financial Markets
France
$8.39K -$6.8K -239 -45%
CFN
523
Cordasco Financial Network
Florida
$8K – – –
BCA
524
Berman Capital Advisors
Georgia
$8K – – –
AIC
525
Ameritas Investment Company
Nebraska
$8K +$8K +286 New
19 20
21
22 23