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Brookfield
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Overview Fund Activity

475 hedge funds and large institutions have $29.5B invested in Brookfield in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+16
Holders Change %
+3.49%
% of All Funds
10.33%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.15%
New
58
Increased
164
Reduced
149
Closed
39
Calls
$6.98M
Puts
$70.9M
Net Calls
-$64M
Net Calls Change
+$1.28M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$114M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$92M
4
Select Equity Group
Select Equity Group
New York
+$79.2M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$75.4M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$234M
2
Franklin Resources
Franklin Resources
California
-$137M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$117M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$80M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Hillsdale Investment Management
Ontario, Canada
$12.7M +$10.4M +407,331 +459%
Dimensional Fund Advisors
127
Dimensional Fund Advisors
Texas
$12.5M -$909K -35,529 -7%
MCM
128
Moerus Capital Management
New York
$12.4M -$4.98M -194,865 -29%
CA
129
Callahan Advisors
Texas
$12.2M -$36.2K -1,414 -0.3%
WCA
130
Waratah Capital Advisors
Ontario, Canada
$12.1M +$9.1M +355,155 +301%
NFC
131
Northeast Financial Consultants
Connecticut
$11.6M +$5.97M +233,505 +106%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$11.6M -$1.48M -57,699 -11%
LKIM
133
Lawson Kroeker Investment Management
Nebraska
$11.6M -$58.3K -2,280 -0.5%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$11.4M -$3.64M -142,005 -24%
Barclays
135
Barclays
United Kingdom
$11.3M +$1.88M +73,247 +20%
Massachusetts Financial Services
136
Massachusetts Financial Services
Massachusetts
$11.2M +$1.62M +63,403 +17%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$11M -$1.2M -46,903 -10%
ACI
138
AMP Capital Investors
Australia
$10.9M -$267K -10,443 -2%
CCA
139
Cobblestone Capital Advisors
New York
$10.8M +$4.06M +158,644 +61%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$10.6M – – –
Nuveen Asset Management
141
Nuveen Asset Management
Illinois
$10.1M +$339K +13,268 +3%
SSWM
142
Smith Salley Wealth Management
North Carolina
$9M +$379K +14,806 +4%
Axa
143
Axa
France
$8.92M -$812K -31,765 -8%
MFWM
144
Motley Fool Wealth Management
Virginia
$8.56M +$39.1K +1,530 +0.5%
NWM
145
Nicola Wealth Management
British Columbia, Canada
$8.33M – – –
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$8.17M +$6.08K +237 +0.1%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$7.81M +$1.17M +45,828 +18%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$7.67M +$1.37M +53,442 +22%
Capital International Investors
149
Capital International Investors
California
$7.67M +$7.67M +299,395 New
TCCM
150
Timber Creek Capital Management
Massachusetts
$7.51M -$20K -783 -0.3%
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