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Brookfield
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Overview Fund Activity

448 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+17
Holders Change %
+3.94%
% of All Funds
10%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
1.23%
New
60
Increased
151
Reduced
151
Closed
41
Calls
$24.6M
Puts
$8.64M
Net Calls
+$16M
Net Calls Change
-$29.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$173M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$155M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$124M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
+$81.9M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$71.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$98.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$88.6M
4
TAM
Third Avenue Management
New York
-$48.5M
5
Canada Life
Canada Life
Manitoba, Canada
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBI
51
Montrusco Bolton Investments
Quebec, Canada
$71.3M +$71.3M +3,478,690 New
OCAM
52
Onex Canada Asset Management
Ontario, Canada
$67.6M -$3.4M -165,952 -5%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$63.3M +$14.5M +705,317 +30%
Bank of America
54
Bank of America
North Carolina
$62M -$5.96M -290,352 -9%
AIMCA
55
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$61M -$98.9M -3,532,938 -62%
MCI
56
McDonald Capital Investors
California
$60.7M -$223K -10,875 -0.4%
HK
57
Horizon Kinetics
New York
$59.5M -$3.64M -177,454 -6%
IIM
58
Intact Investment Management
Quebec, Canada
$56.9M -$177K -6,338 -0.3%
NSCM
59
New South Capital Management
Tennessee
$56.5M -$3.35M -163,315 -6%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$53.3M -$533K -25,990 -1%
AC
61
Addenda Capital
Quebec, Canada
$52.9M +$4.05M +197,602 +8%
CC
62
Cannell & Co
New York
$50.3M +$1.83M +89,002 +4%
SJIC
63
St. James Investment Company
Texas
$49.3M -$1.8M -87,903 -4%
PIC
64
PCJ Investment Counsel
Ontario, Canada
$48.1M +$2.36M +115,342 +5%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$47.2M +$3.06M +148,995 +7%
EIG
66
EdgePoint Investment Group
Ontario, Canada
$46.9M +$10.7M +523,127 +30%
JVBC
67
J.V. Bruni & Co
Colorado
$45.2M -$21.4K -1,041 -0%
Wells Fargo
68
Wells Fargo
California
$44.6M -$2.17M -105,944 -5%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$44.3M -$320K -15,576 -0.7%
OCM
70
Osterweis Capital Management
California
$44M +$16.7M +814,575 +61%
Goldman Sachs
71
Goldman Sachs
New York
$43.8M +$10.5M +513,558 +32%
GMI
72
Greystone Managed Investments
Saskatchewan, Canada
$42.4M -$1.56M -75,870 -4%
Northern Trust
73
Northern Trust
Illinois
$39.6M -$1.18M -57,615 -3%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$38.9M +$3.58M +174,579 +10%
CS
75
Credit Suisse
Switzerland
$35.6M -$118K -5,727 -0.3%
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