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 %
FIA
626
FNY Investment Advisers
New York
– -$398K -14,014 Closed
SG Americas Securities
627
SG Americas Securities
New York
– -$380K -13,390 Closed
SP
628
Symmetry Partners
Connecticut
– -$359K -12,631 Closed
TC
629
TownSquare Capital
Utah
– -$367K -12,125 Closed
VCM
630
Violich Capital Management
California
– -$305K -10,720 Closed
VAS
631
Vestmark Advisory Solutions
Massachusetts
– -$289K -10,161 Closed
WMSA
632
Weiss Multi-Strategy Advisers
New York
– -$251K -8,817 Closed
BAM
633
Blueshift Asset Management
New Jersey
– -$249K -8,780 Closed
Tudor Investment Corp
634
Tudor Investment Corp
Connecticut
– -$225K -7,913 Closed
TI
635
Telemetry Investments
New York
– -$221K -7,784 Closed
FFN
636
Focus Financial Network
Minnesota
– -$213K -7,496 Closed
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$106K -3,737 Closed
Simplex Trading
638
Simplex Trading
Illinois
– -$93K -3,382 Closed
UBS AM
639
UBS AM
Illinois
– -$83.1K -2,924 Closed
WCM
640
Whitener Capital Management
North Carolina
– -$54K -1,919 Closed
PFO
641
Pathstone Family Office
New Jersey
– -$46K -1,609 Closed
KWA
642
KCS Wealth Advisory
California
– -$39.8K -1,399 Closed
SB
643
Strategic Blueprint
Georgia
– -$25K -876 Closed
WC
644
Weil Company
California
– -$24K -841 Closed
HGWM
645
Harvest Group Wealth Management
Massachusetts
– -$19K -678 Closed
CIAS
646
Capital Investment Advisory Services
North Carolina
– -$19K -654 Closed
BGIM
647
Brandywine Global Investment Management
Pennsylvania
– -$17K -598 Closed
LIM
648
Longfellow Investment Management
Massachusetts
– -$17K -587 Closed
SWP
649
Strategic Wealth Partners
Ohio
– -$15 -561 Closed
AIC
650
Ameritas Investment Company
Nebraska
– -$8K -286 Closed
23 24 25
26
27