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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 %
Truist Financial
151
Truist Financial
North Carolina
$11.2M +$11M +355,275 +4,584%
SSWM
152
Smith Salley Wealth Management
North Carolina
$11.2M -$106K -3,439 -0.9%
WBC
153
Westpac Banking Corp
Australia
$10.9M +$6.85M +196,188 +168%
MCM
154
Moerus Capital Management
New York
$10.7M -$2.06M -66,587 -16%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$10.3M -$2.58M -83,471 -20%
MFWM
156
Motley Fool Wealth Management
Virginia
$10.3M -$464 -15 -0%
NWM
157
Nicola Wealth Management
British Columbia, Canada
$9.98M – – –
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$9.3M -$30.6M -989,392 -77%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$9.21M +$622K +20,097 +7%
Creative Planning
160
Creative Planning
Kansas
$9.15M +$463K +14,974 +5%
TCCM
161
Timber Creek Capital Management
Massachusetts
$9.1M +$12.3K +398 +0.1%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$8.69M +$8.69M +280,826 New
Credit Agricole
163
Credit Agricole
France
$8.67M +$8.67M +280,273 New
AA
164
ALPS Advisors
Colorado
$8.51M -$20.2K -654 -0.2%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$8.49M +$731K +23,629 +9%
LDB
166
Lee, Danner & Bass
Tennessee
$8.46M -$46.2K -1,495 -0.5%
FWIA
167
Fort Washington Investment Advisors
Ohio
$8.29M -$11.4M -367,260 -58%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$7.93M -$123K -3,987 -2%
RG
169
Rathbones Group
United Kingdom
$7.7M +$771K +24,905 +11%
OC
170
Oppenheimer & Co
New York
$7.67M -$200K -6,472 -3%
SSB
171
Sandy Spring Bank
Maryland
$7.41M -$105K -3,382 -1%
DR
172
Davis Rea
Ontario, Canada
$7.38M -$286K -9,243 -4%
GC
173
Gratus Capital
Georgia
$7.34M +$250K +8,094 +4%
DMIC
174
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.24M +$29.5K +951 +0.4%
ACM
175
Adalta Capital Management
New York
$6.93M +$13.4K +432 +0.2%
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