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Brookfield
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Overview Fund Activity

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$90.1M
4
Fidelity International
Fidelity International
Bermuda
+$70.7M
5
Legal & General Group
Legal & General Group
United Kingdom
+$45M

Top Sellers

1
SA
SQ Advisors
Florida
-$212M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$142M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$125M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.6M
5
TAM
Third Avenue Management
New York
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
101
Fort Washington Investment Advisors
Ohio
$21M -$2.05M -81,953 -9%
LCP
102
LGT Capital Partners
Switzerland
$19.2M +$932K +37,370 +5%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$18.6M +$5.96M +240,037 +47%
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$18.3M +$126K +5,045 +0.7%
PPA
105
Parametric Portfolio Associates
Washington
$18.2M +$3.01M +120,751 +20%
CQS
106
Credential Qtrade Securities
$17.8M +$1.11M +44,384 +7%
MCM
107
Moerus Capital Management
New York
$17M -$5.86M -234,824 -26%
ECAM
108
East Coast Asset Management
Massachusetts
$16.7M +$16.7M +669,395 New
FFA
109
First Foundation Advisors
California
$16.3M -$560K -22,418 -3%
BONST
110
Bank of Nova Scotia Trust
Ontario, Canada
$15.8M -$19.4K -776 -0.1%
AFIA
111
America First Investment Advisors
Nebraska
$15.3M -$213K -8,541 -1%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$14.6M -$3.27M -131,211 -18%
H
113
Hexavest
Quebec, Canada
$14.3M +$14.3M +574,274 New
Citigroup
114
Citigroup
New York
$13.1M +$1.55M +62,113 +13%
Dimensional Fund Advisors
115
Dimensional Fund Advisors
Texas
$13.1M +$337K +13,507 +3%
BA
116
Bridgewater Associates
Connecticut
$13.1M -$2.94M -117,885 -18%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$12.7M -$373K -14,948 -3%
KS
118
Karpas Strategies
Connecticut
$12.5M +$58.6K +2,349 +0.5%
Aristotle Capital Management
119
Aristotle Capital Management
California
$12.2M +$1.2M +48,048 +11%
CA
120
Callahan Advisors
Texas
$12M +$259K +10,377 +2%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$11.9M -$427K -17,089 -3%
LKIM
122
Lawson Kroeker Investment Management
Nebraska
$11.3M -$100K -4,008 -0.9%
Select Equity Group
123
Select Equity Group
New York
$11.3M -$14.1M -564,151 -56%
ACI
124
AMP Capital Investors
Australia
$10.9M -$258K -10,288 -2%
CAI
125
Capital Advisors Inc
Oklahoma
$10.8M -$12.3M -490,689 -53%
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