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Brookfield
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Overview Fund Activity

544 hedge funds and large institutions have $34.4B invested in Brookfield in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+69
Holders Change %
+14.53%
% of All Funds
11.95%
Holding in Top 10
63
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.87%
% of All Funds
1.38%
New
96
Increased
180
Reduced
157
Closed
25
Calls
$79.4M
Puts
$46.4M
Net Calls
+$32.9M
Net Calls Change
+$96.9M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$366M
2
ACM
AKRE Capital Management
Virginia
+$283M
3
VVP
Vulcan Value Partners
Alabama
+$203M
4
CS
Credit Suisse
Switzerland
+$199M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$166M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$490M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$318M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$287M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$143M
5
Renaissance Technologies
Renaissance Technologies
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
126
Capital Advisors Inc
Oklahoma
$22.3M – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$21.6M +$467K +16,364 +2%
PMG
128
Private Management Group
California
$21.4M -$2.05M -72,091 -9%
LCP
129
LGT Capital Partners
Switzerland
$20.5M -$844K -29,672 -4%
FFA
130
First Foundation Advisors
California
$18.5M +$261K +9,182 +1%
FWIA
131
Fort Washington Investment Advisors
Ohio
$18M +$30.6K +1,076 +0.2%
BONST
132
Bank of Nova Scotia Trust
Ontario, Canada
$17.9M -$86K -3,027 -0.5%
Citigroup
133
Citigroup
New York
$17.3M -$774K -27,233 -4%
AFIA
134
America First Investment Advisors
Nebraska
$17.2M -$1.85K -65 -0%
N
135
Natixis
France
$16.4M +$15.2M +536,241 +1,302%
Aviva
136
Aviva
United Kingdom
$15.9M -$735K -25,835 -4%
KS
137
Karpas Strategies
Connecticut
$15M +$859K +30,227 +6%
BA
138
Bridgewater Associates
Connecticut
$14.9M – – –
Dimensional Fund Advisors
139
Dimensional Fund Advisors
Texas
$14.7M +$747K +26,284 +5%
Massachusetts Financial Services
140
Massachusetts Financial Services
Massachusetts
$14.3M +$1.86M +65,381 +15%
CA
141
Callahan Advisors
Texas
$13.7M +$136K +4,802 +1%
PIC
142
PCJ Investment Counsel
Ontario, Canada
$13.2M -$38.9M -1,368,602 -75%
H
143
Hexavest
Quebec, Canada
$13.2M -$4.19M -147,392 -24%
NFC
144
Northeast Financial Consultants
Connecticut
$12.9M – – –
GF
145
Gabelli Funds
New York
$12.8M +$10.7M +377,199 +518%
CCA
146
Cobblestone Capital Advisors
New York
$12.1M +$117K +4,133 +1%
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$12M -$850K -29,896 -7%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$11.9M -$770K -27,093 -6%
MCM
149
Moerus Capital Management
New York
$11.7M -$2.11M -74,142 -15%
Point72 Asset Management
150
Point72 Asset Management
Connecticut
$11.6M +$11.6M +409,263 New
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