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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
626
MANA Advisors
New York
– -$225K -7,289 Closed
NL
627
NWAM LLC
Washington
– -$224K -7,257 Closed
NA
628
NewEdge Advisors
Louisiana
– -$220K -7,126 Closed
PFA
629
Pure Financial Advisors
California
– -$220K -7,104 Closed
PAG
630
Private Advisor Group
New Jersey
– -$215K -6,938 Closed
TA
631
Teton Advisors
New York
– -$214K -6,919 Closed
OAM
632
Occidental Asset Management
California
– -$209K -6,755 Closed
DC
633
Derby & Company
Massachusetts
– -$208K -6,727 Closed
CAM
634
Cubic Asset Management
Massachusetts
– -$208K -6,727 Closed
BCM
635
Beck Capital Management
Texas
– -$202K -6,540 Closed
CF
636
Centaurus Financial
California
– -$134K -4,316 Closed
ACM
637
Allred Capital Management
Texas
– -$108K -3,488 Closed
HNB
638
Huntington National Bank
Ohio
– -$58K -1,868 Closed
FPS
639
Fieldpoint Private Securities
Connecticut
– -$44K -1,433 Closed
Chevy Chase Trust
640
Chevy Chase Trust
Maryland
– -$40K -1,308 Closed
PCIA
641
Prime Capital Investment Advisors
Kansas
– -$23K -747 Closed
AC
642
Asio Capital
Kentucky
– -$20 -654 Closed
CHAM
643
Clear Harbor Asset Management
Connecticut
– -$17.3K -561 Closed
AWA
644
Artemis Wealth Advisors
New York
– -$12.8K -413 Closed
KFS
645
Kelly Financial Services
Massachusetts
– -$6.53K -211 Closed
WCM
646
Wealthcare Capital Management
Virginia
– -$6K -181 Closed
CCM
647
Cribstone Capital Management
Maine
– -$5K -155 Closed
TCWM
648
Total Clarity Wealth Management
Illinois
– -$3K -93 Closed
FCM
649
Firestone Capital Management
Florida
– -$2K -56 Closed
TFA
650
Tobias Financial Advisors
Florida
– -$1K -56 Closed
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