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Brookfield
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Overview Fund Activity

384 hedge funds and large institutions have $22B invested in Brookfield in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
9.59%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.02%
New
47
Increased
128
Reduced
119
Closed
20
Calls
$4.23M
Puts
$1.18M
Net Calls
+$3.05M
Net Calls Change
+$201K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$362M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$65M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$47.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$39.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$74.6M
3
Select Equity Group
Select Equity Group
New York
-$57.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$49.3M
5
BWA
Brave Warrior Advisors
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
101
America First Investment Advisors
Nebraska
$13.3M +$530K +23,958 +4%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$13.2M -$885K -40,049 -6%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$12.8M +$292K +13,240 +2%
Credit Agricole
104
Credit Agricole
France
$12.5M +$719K +32,526 +6%
LKIM
105
Lawson Kroeker Investment Management
Nebraska
$12.3M +$186K +8,399 +2%
SFG
106
Sather Financial Group
Texas
$11.6M +$916K +41,452 +9%
GIBU
107
Gulf International Bank (UK)
United Kingdom
$11.5M +$74.3K +3,363 +0.7%
KS
108
Karpas Strategies
Connecticut
$10.8M +$52.6K +2,382 +0.5%
ACI
109
AMP Capital Investors
Australia
$10.6M +$251K +11,383 +2%
PPA
110
Parametric Portfolio Associates
Washington
$10.4M +$1.8M +81,509 +21%
CRC
111
Curi RMB Capital
Illinois
$10.3M -$3.91K -177 -0%
AA
112
ALPS Advisors
Colorado
$10.3M -$23.5M -1,061,948 -69%
CA
113
Callahan Advisors
Texas
$10.2M +$68.3K +3,090 +0.7%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$10M +$10M +452,996 New
Two Sigma Investments
115
Two Sigma Investments
New York
$8.96M +$8.96M +404,808 New
FWIA
116
Fort Washington Investment Advisors
Ohio
$8.65M +$359K +16,230 +4%
DR
117
Davis Rea
Ontario, Canada
$8.53M +$119K +5,391 +1%
GC
118
Gratus Capital
Georgia
$8.42M +$388K +17,557 +5%
SSB
119
Sandy Spring Bank
Maryland
$8.33M -$217K -9,828 -3%
CP
120
Cumberland Partners
Ontario, Canada
$8.13M -$1.15M -52,318 -12%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$7.77M +$115K +5,222 +2%
BA
122
Bridgewater Associates
Connecticut
$7.64M – – –
BONST
123
Bank of Nova Scotia Trust
Ontario, Canada
$7.59M +$227K +10,288 +3%
State Street
124
State Street
Massachusetts
$7.44M – – –
CS
125
Credential Securities
$7.23M +$804K +36,383 +13%
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