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Brookfield
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Overview Fund Activity

596 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+52
Holders Change %
+9.56%
% of All Funds
11.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.34%
New
121
Increased
199
Reduced
163
Closed
57
Calls
$17.6M
Puts
$41.8M
Net Calls
-$24.3M
Net Calls Change
-$57.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$99.7M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$82.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$71.8M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$61.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$169M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$103M
3
IG
ING Group
Netherlands
-$95.7M
4
Morgan Stanley
Morgan Stanley
New York
-$89.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$17.4M +$4.38M +141,443 +34%
LCP
127
LGT Capital Partners
Switzerland
$17.4M -$4.98M -160,951 -22%
MWM
128
Madison Wealth Management
Ohio
$17.3M +$17.3M +559,483 New
FFA
129
First Foundation Advisors
California
$16.4M -$3.76M -121,493 -19%
Dimensional Fund Advisors
130
Dimensional Fund Advisors
Texas
$16.2M +$171K +5,536 +1%
BA
131
Bridgewater Associates
Connecticut
$16.1M -$187K -6,052 -1%
PFMOSF
132
Philadelphia Financial Management of San Francisco
California
$16M +$5.95M +192,256 +59%
HIM
133
Hillsdale Investment Management
Ontario, Canada
$15.8M +$5.95M +192,828 +60%
H
134
Hexavest
Quebec, Canada
$15.7M +$1.34M +43,347 +9%
CA
135
Callahan Advisors
Texas
$15.1M +$167K +5,392 +1%
Two Sigma Investments
136
Two Sigma Investments
New York
$14.7M +$14.7M +475,820 New
PIC
137
PCJ Investment Counsel
Ontario, Canada
$14.6M +$175K +5,661 +1%
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$14.3M -$24.1M -779,327 -63%
BU
139
Brown University
Rhode Island
$14.2M +$14.2M +460,640 New
NFC
140
Northeast Financial Consultants
Connecticut
$14.1M +$17.8K +575 +0.1%
WCA
141
Waratah Capital Advisors
Ontario, Canada
$14M -$19.5M -631,990 -58%
KFC
142
Klingenstein Fields & Co
New York
$13.9M +$12.5M +404,215 +911%
CCA
143
Cobblestone Capital Advisors
New York
$13.2M +$89.1K +2,879 +0.7%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$13M -$10.6M -342,087 -45%
Nuveen Asset Management
145
Nuveen Asset Management
Illinois
$12.3M -$91.9K -2,971 -0.7%
ACI
146
AMP Capital Investors
Australia
$12M +$106K +3,390 +0.9%
LKIM
147
Lawson Kroeker Investment Management
Nebraska
$12M -$215K -6,951 -2%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$11.5M +$17.4K +561 +0.2%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$11.3M +$392K +12,667 +4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$11.3M +$950K +30,688 +9%
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