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Brookfield
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Overview Fund Activity

573 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-23
Holders Change %
-3.86%
% of All Funds
12.66%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.35%
New
65
Increased
202
Reduced
209
Closed
80
Calls
$17.2M
Puts
$14.2M
Net Calls
+$3.01M
Net Calls Change
+$27.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$275M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$139M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$125M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$118M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$213M
2
Capital World Investors
Capital World Investors
California
-$182M
3
Franklin Resources
Franklin Resources
California
-$146M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
551
MUFG Americas
New York
$5K -$10.5K -459 -68%
EARNEST Partners
552
EARNEST Partners
Georgia
$5K – – –
SAM
553
S.A. Mason
Michigan
$4K – – –
EWM
554
Endurance Wealth Management
Rhode Island
$4K – – –
SA
555
SRH Advisors
Kansas
$4K – – –
BAM
556
Bellevue Asset Management
Washington
$4K +$761 +47 +24%
GAM
557
Gemmer Asset Management
California
$4K +$4K +149 New
PWMG
558
Prestige Wealth Management Group
New Jersey
$4K +$4K +166 New
RFA
559
Reilly Financial Advisors
California
$3K – – –
ME
560
McIlrath & Eck
Washington
$3K – – –
EIP
561
Ellis Investment Partners
Pennsylvania
$3K – – –
AAP
562
Arax Advisory Partners
Colorado
$3K +$3K +108 New
PA
563
Parallel Advisors
California
$2K – – –
AssetMark Inc
564
AssetMark Inc
California
$2K +$889 +60 +80%
LWM
565
Liberty Wealth Management
California
$2K +$2K +97 New
SQA
566
Simon Quick Advisors
New Jersey
$1K -$15.1K -708 -94%
MF
567
Manchester Financial
California
$1K – – –
ICM
568
Islay Capital Management
Texas
$1K +$1K +41 New
FGAM
569
Financial Gravity Asset Management
Texas
$6 -$18 -873 -75%
TI
570
tru Independence
Oregon
$1 – – –
VVP
571
Vulcan Value Partners
Alabama
– -$213M -6,891,400 Closed
MSE
572
MUFG Securities EMEA
United Kingdom
– -$51M -1,648,046 Closed
OCM
573
Osterweis Capital Management
California
– -$48.5M -1,567,832 Closed
AG
574
Aravt Global
New York
– -$34.3M -1,107,896 Closed
ECAM
575
East Coast Asset Management
Massachusetts
– -$25.5M -824,293 Closed
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