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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 %
AGM
151
Alpine Global Management
New York
$11.5M +$11.5M +403,173 New
Nuveen Asset Management
152
Nuveen Asset Management
Illinois
$11.4M +$196K +6,899 +2%
LKIM
153
Lawson Kroeker Investment Management
Nebraska
$11.2M -$1.67M -58,754 -13%
ACI
154
AMP Capital Investors
Australia
$11M -$1.24M -42,908 -10%
NIPH
155
NN Investment Partners Holdings
Netherlands
$10.9M +$8.83M +310,590 +417%
JG
156
Jefferies Group
New York
$10.9M +$4.11M +144,485 +60%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$10.6M -$1.25M -43,914 -11%
SSWM
158
Smith Salley Wealth Management
North Carolina
$10.4M +$350K +12,330 +4%
Barclays
159
Barclays
United Kingdom
$10.3M -$2.27M -80,050 -18%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$10.1M +$1.38M +48,532 +16%
MFWM
161
Motley Fool Wealth Management
Virginia
$9.5M -$3.3K -116 -0%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$9.47M +$409K +14,370 +5%
NWM
163
Nicola Wealth Management
British Columbia, Canada
$9.36M – – –
PFMOSF
164
Philadelphia Financial Management of San Francisco
California
$9.2M +$9.2M +323,929 New
HIM
165
Hillsdale Investment Management
Ontario, Canada
$9.08M -$5.03M -176,815 -36%
TCCM
166
Timber Creek Capital Management
Massachusetts
$8.34M -$1.96K -69 -0%
SSA
167
Schonfeld Strategic Advisors
New York
$8.19M +$8.19M +288,354 New
Creative Planning
168
Creative Planning
Kansas
$7.98M +$222K +7,797 +3%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$7.88M -$641K -22,576 -8%
AA
170
ALPS Advisors
Colorado
$7.84M +$6.85M +241,128 +694%
LDB
171
Lee, Danner & Bass
Tennessee
$7.82M -$26.5K -934 -0.3%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$7.4M +$223K +7,859 +3%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$7.24M -$142K -4,918 -2%
OC
174
Oppenheimer & Co
New York
$7.22M +$301K +10,611 +4%
DR
175
Davis Rea
Ontario, Canada
$7.04M -$1.08M -38,151 -13%
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