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Brookfield
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Overview Fund Activity

573 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-23
Holders Change %
-3.86%
% of All Funds
12.66%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.35%
New
65
Increased
202
Reduced
209
Closed
80
Calls
$17.2M
Puts
$14.2M
Net Calls
+$3.01M
Net Calls Change
+$27.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$275M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$139M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$125M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$118M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$213M
2
Capital World Investors
Capital World Investors
California
-$182M
3
Franklin Resources
Franklin Resources
California
-$146M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
126
Marshall Wace North America
New York
$13.3M +$8.72M +369,574 +190%
KS
127
Karpas Strategies
Connecticut
$13.2M -$311K -13,124 -2%
AAMU
128
Amundi Asset Management US
Massachusetts
$13.1M -$2.97M -188,110 -18%
MWM
129
Madison Wealth Management
Ohio
$13M -$283K -11,941 -2%
AFIA
130
America First Investment Advisors
Nebraska
$12.9M -$589K -24,871 -4%
CAI
131
Capital Advisors Inc
Oklahoma
$12.7M -$10.7M -450,560 -46%
PIC
132
PCJ Investment Counsel
Ontario, Canada
$12.5M +$1.3M +54,601 +12%
KFC
133
Klingenstein Fields & Co
New York
$12.4M +$1.75M +73,686 +16%
BA
134
Bridgewater Associates
Connecticut
$12M -$194K -8,281 -2%
UONDDL
135
University of Notre Dame du Lac
Indiana
$11.8M +$11.8M +498,700 New
Dimensional Fund Advisors
136
Dimensional Fund Advisors
Texas
$11.3M -$1.03M -43,433 -8%
CA
137
Callahan Advisors
Texas
$10.9M -$623K -26,323 -5%
CCA
138
Cobblestone Capital Advisors
New York
$10.8M +$703K +29,694 +7%
NFC
139
Northeast Financial Consultants
Connecticut
$10.8M – – –
Truist Financial
140
Truist Financial
North Carolina
$10.8M +$2.15M +90,977 +25%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$10.7M +$769K +32,459 +8%
VDBMI
142
Van Den Berg Management I
Texas
$10.3M +$10M +422,716 +3,168%
MFWM
143
Motley Fool Wealth Management
Virginia
$10.2M +$2.25M +95,004 +28%
NWM
144
Nicola Wealth Management
British Columbia, Canada
$10.2M +$1.87M +56,055 +23%
HIM
145
Hillsdale Investment Management
Ontario, Canada
$10.1M -$2.07M -87,109 -17%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$9.47M +$940K +40,061 +11%
LKIM
147
Lawson Kroeker Investment Management
Nebraska
$9.17M +$13.3K +561 +0.1%
ACI
148
AMP Capital Investors
Australia
$8.77M -$297K -12,630 -3%
SSWM
149
Smith Salley Wealth Management
North Carolina
$8.74M +$198K +8,380 +2%
PFMOSF
150
Philadelphia Financial Management of San Francisco
California
$8.48M -$3.75M -158,278 -31%
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