BN icon

Brookfield
BN

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 %
IFAM
526
Institutional & Family Asset Management
Colorado
$44K -$45.5K -1,469 -51%
FPS
527
Fieldpoint Private Securities
Connecticut
$44K +$21.8K +710 +98%
SIM
528
Sonora Investment Management
Arizona
$43K – – –
EWP
529
Engrave Wealth Partners
Texas
$41K +$41K +1,353 New
BBHC
530
Brown Brothers Harriman & Co
New York
$40K – – –
Chevy Chase Trust
531
Chevy Chase Trust
Maryland
$40K +$40K +1,308 New
HPC
532
HM Payson & Co
Maine
$39K – – –
BFEC
533
Benjamin F. Edwards & Company
Missouri
$37K -$9.64K -312 -21%
FGAM
534
Financial Gravity Asset Management
Texas
$36K -$23.2K -747 -39%
CHC
535
City Holding Co
West Virginia
$36K – – –
VI
536
Vestcor Inc
New Brunswick, Canada
$35K +$35K +1,121 New
PB
537
Pinnacle Bancorp
Nebraska
$33K – – –
HFS
538
HBC Financial Services
Washington
$32K +$32K +1,028 New
SNT
539
Security National Trust
West Virginia
$31K +$31K +1,002 New
LIA
540
LS Investment Advisors
Michigan
$26K – – –
ZB
541
Zions Bancorporation
Utah
$26K – – –
OIA
542
Optimum Investment Advisors
Illinois
$25K – – –
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$25K +$25K +803 New
PCIA
545
Prime Capital Investment Advisors
Kansas
$23K -$25.2K -817 -52%
LC
546
Lindbrook Capital
California
$23K -$314 -10 -1%
FHA
547
First Horizon Advisors
Tennessee
$23K – – –
SQA
548
Simon Quick Advisors
New Jersey
$23K +$23K +755 New
BCM
549
Bourgeon Capital Management
Connecticut
$22K – – –
BWM
550
Baystate Wealth Management
Massachusetts
$22K +$22K +695 New
20 21
22
23 24