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Brookfield
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Overview Fund Activity

566 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 275 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
11.63%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.17%
New
54
Increased
178
Reduced
275
Closed
59
Calls
$21.3M
Puts
$59.2M
Net Calls
-$37.9M
Net Calls Change
-$40.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Principal Financial Group
Principal Financial Group
Iowa
+$169M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$79.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$65.6M
5
TAM
Timucuan Asset Management
Florida
+$63M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$95.3M
5
Goldman Sachs
Goldman Sachs
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
551
Institutional & Family Asset Management
Colorado
$4K -$95.8K -3,569 -96%
BAM
552
Bellevue Asset Management
Washington
$4K -$1.95K -81 -33%
PWMG
553
Prestige Wealth Management Group
New Jersey
$4K -$611 -22 -13%
SA
554
SRH Advisors
Kansas
$4K -$25 -1 -0.6%
ME
555
McIlrath & Eck
Washington
$4K – – –
AAP
556
Arax Advisory Partners
Colorado
$3K – – –
EIP
557
Ellis Investment Partners
Pennsylvania
$3K – – –
GAM
558
Gemmer Asset Management
California
$2K -$1.2K -56 -38%
PA
559
Parallel Advisors
California
$2K -$19 -1 -0.9%
EW
560
Evoke Wealth
California
$1K -$191K -7,639 -99%
RFA
561
Reilly Financial Advisors
California
$1K -$2.06K -72 -67%
ICM
562
Islay Capital Management
Texas
$1K -$864 -19 -46%
SQA
563
Simon Quick Advisors
New Jersey
$1K -$22 -1 -2%
MF
564
Manchester Financial
California
$1K – – –
CFD
565
Creative Financial Designs
Indiana
$1K +$1K +56 New
TI
566
tru Independence
Oregon
$1 – -1 -4%
National Pension Service
567
National Pension Service
South Korea
– -$69.1M -2,070,620 Closed
SJIC
568
St. James Investment Company
Texas
– -$31M -1,309,827 Closed
CLOS
569
Compagnie Lombard Odier SCmA
Switzerland
– -$19.6M -833,906 Closed
Select Equity Group
570
Select Equity Group
New York
– -$15.5M -654,106 Closed
BCM
571
Barometer Capital Management
Ontario, Canada
– -$7.37M -331,180 Closed
GC
572
Gratus Capital
Georgia
– -$6.18M -260,792 Closed
AIM
573
Aigen Investment Management
New York
– -$3.47M -146,342 Closed
California Public Employees Retirement System
574
California Public Employees Retirement System
California
– -$2.36M -99,536 Closed
OMC
575
Oasis Management Company
Cayman Islands
– -$2.21M -93,424 Closed
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