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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 %
JFA
526
JNBA Financial Advisors
Minnesota
$7K +$7K +256 New
EARNEST Partners
527
EARNEST Partners
Georgia
$6K – – –
CBT
528
Central Bank & Trust
Kentucky
$6K +$6K +196 New
SA
529
SRH Advisors
Kansas
$5K – – –
BL
530
Balentine LLC
Georgia
$5K – – –
MCMT
531
Moon Capital Management (Tennessee)
Tennessee
$5K +$150 +6,526 +3%
CCM
532
Cribstone Capital Management
Maine
$4K – – –
ME
533
McIlrath & Eck
Washington
$4K – – –
PCA
534
Providence Capital Advisors
North Carolina
$4K – – –
PA
535
Parallel Advisors
California
$3K – – –
GRP
536
Global Retirement Partners
California
$3K – – –
EIP
537
Ellis Investment Partners
Pennsylvania
$3K – – –
AssetMark Inc
538
AssetMark Inc
California
$2K – – –
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +84 New
GT
540
Glenmede Trust
Pennsylvania
$995 +$335 +11,792 +51%
AMCA
541
Arthur M. Cohen & Associates
Illinois
$591 +$141 +3,270 +31%
AFM
542
Anson Funds Management
Texas
$534 -$265 -9,343 -33%
SWP
543
Strategic Wealth Partners
Ohio
$15 – – –
Capital International Investors
544
Capital International Investors
California
– -$7.67M -299,395 Closed
MSV
545
MN Services Vermogensbeheer
Netherlands
– -$6.96M -271,196 Closed
Millennium Management
546
Millennium Management
New York
– -$5.84M -228,350 Closed
Voloridge Investment Management
547
Voloridge Investment Management
Florida
– -$2.51M -97,942 Closed
PP
548
Paloma Partners
Connecticut
– -$1.16M -45,346 Closed
DTL
549
Dynamic Technology Lab
Singapore
– -$791K -30,948 Closed
Mariner
550
Mariner
Kansas
– -$414K -16,198 Closed
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