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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 %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$10.4M -$175K -7,016 -2%
HAM
127
Highstreet Asset Management
Ontario, Canada
$10.2M +$1.9K +76 +0%
Axa
128
Axa
France
$9.5M -$6.46M -258,785 -40%
Nuveen Asset Management
129
Nuveen Asset Management
Illinois
$9.5M +$290K +11,618 +3%
Massachusetts Financial Services
130
Massachusetts Financial Services
Massachusetts
$9.31M -$177K -7,083 -2%
Barclays
131
Barclays
United Kingdom
$9.2M -$7.15M -286,294 -44%
MSV
132
MN Services Vermogensbeheer
Netherlands
$9.04M +$131K +3,924 +1%
SSWM
133
Smith Salley Wealth Management
North Carolina
$8.42M +$287K +11,476 +4%
MFWM
134
Motley Fool Wealth Management
Virginia
$8.32M +$8.32M +333,075 New
NWM
135
Nicola Wealth Management
British Columbia, Canada
$8.28M – – –
AAMU
136
Amundi Asset Management US
Massachusetts
$8.05M -$10.5M -419,655 -57%
AA
137
ALPS Advisors
Colorado
$8.04M -$583K -23,357 -7%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$7.94M -$13.2M -527,904 -62%
BCM
139
Barometer Capital Management
Ontario, Canada
$7.63M +$6.03M +181,057 +377%
DR
140
Davis Rea
Ontario, Canada
$7.55M -$236K -9,475 -3%
TCCM
141
Timber Creek Capital Management
Massachusetts
$7.35M +$197K +7,881 +3%
GC
142
Gratus Capital
Georgia
$7.18M +$503K +20,148 +8%
LDB
143
Lee, Danner & Bass
Tennessee
$6.95M -$126K -5,045 -2%
Creative Planning
144
Creative Planning
Kansas
$6.67M +$1.66M +66,627 +33%
CCA
145
Cobblestone Capital Advisors
New York
$6.54M +$6.54M +261,852 New
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$6.48M +$709K +28,383 +12%
SSB
147
Sandy Spring Bank
Maryland
$6.23M -$124K -4,983 -2%
CHP
148
Castle Hook Partners
New York
$6.2M +$2.37M +94,774 +62%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$6.16M +$163K +6,542 +3%
OC
150
Oppenheimer & Co
New York
$6.14M -$42.9K -1,717 -0.7%
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