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Brookfield
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Overview Fund Activity

520 hedge funds and large institutions have $32.3B invested in Brookfield in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 170 increasing their positions, 197 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
-46
Holders Change %
-8.13%
% of All Funds
10.52%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.03%
New
34
Increased
170
Reduced
197
Closed
74
Calls
$19.1M
Puts
$57.1M
Net Calls
-$38M
Net Calls Change
-$108K

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$83.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$74.9M
5
ACM
AKRE Capital Management
Virginia
+$67.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$122M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$109M
3
RRAM
River Road Asset Management
Kentucky
-$67.7M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$39.9M
5
CAM
Cidel Asset Management
Ontario, Canada
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
126
Nuveen Asset Management
Illinois
$15.7M +$10.6M +397,791 +205%
KS
127
Karpas Strategies
Connecticut
$15M +$172K +6,478 +1%
KFC
128
Klingenstein Fields & Co
New York
$15M +$952K +35,889 +7%
Aviva
129
Aviva
United Kingdom
$14.8M -$454K -17,138 -3%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$14.3M +$1.23M +46,221 +9%
AFIA
131
America First Investment Advisors
Nebraska
$14.2M -$140K -5,277 -1%
MWM
132
Madison Wealth Management
Ohio
$13.6M -$403K -15,185 -3%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$13.3M +$12M +450,741 +914%
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.1M +$13.1M +493,120 New
CCA
135
Cobblestone Capital Advisors
New York
$13M -$66.9K -2,520 -0.5%
CAI
136
Capital Advisors Inc
Oklahoma
$12.5M +$302K +11,386 +2%
NFC
137
Northeast Financial Consultants
Connecticut
$12M – – –
MFWM
138
Motley Fool Wealth Management
Virginia
$11.8M +$479K +18,030 +4%
Marshall Wace
139
Marshall Wace
United Kingdom
$11.8M -$14.7M -556,454 -56%
NWM
140
Nicola Wealth Management
British Columbia, Canada
$11.7M – – –
OGC
141
Oak Grove Capital
New Hampshire
$11.7M +$449K +16,916 +4%
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$11.3M -$6.06M -228,693 -35%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$11M +$4.23M +159,293 +62%
VDBMI
144
Van Den Berg Management I
Texas
$10.8M +$2.41M +90,730 +29%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$10.7M +$1.9M +71,619 +22%
LKIM
146
Lawson Kroeker Investment Management
Nebraska
$10.2M -$25.4K -956 -0.2%
SSWM
147
Smith Salley Wealth Management
North Carolina
$10.2M +$63.8K +2,403 +0.6%
HWA
148
Heritage Wealth Advisors
Virginia
$10M +$238K +8,953 +2%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$9.43M +$1.33M +50,176 +16%
ACI
150
AMP Capital Investors
Australia
$9.43M -$308K -11,629 -3%
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