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Brookfield
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Overview Fund Activity

384 hedge funds and large institutions have $22B invested in Brookfield in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
9.59%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.02%
New
47
Increased
128
Reduced
119
Closed
20
Calls
$4.23M
Puts
$1.18M
Net Calls
+$3.05M
Net Calls Change
+$201K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$362M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$65M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$47.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$39.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$74.6M
3
Select Equity Group
Select Equity Group
New York
-$57.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$49.3M
5
BWA
Brave Warrior Advisors
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$2.2M -$202 -9 -0%
Kayne Anderson Rudnick Investment Management
177
Kayne Anderson Rudnick Investment Management
California
$2.13M -$21.5K -973 -1%
KBC Group
178
KBC Group
Belgium
$1.93M +$1.93M +87,350 New
GF
179
Gabelli Funds
New York
$1.86M – – –
RJA
180
Raymond James & Associates
Florida
$1.86M +$187K +8,476 +11%
SF
181
Synovus Financial
Georgia
$1.81M +$70.2K +3,174 +4%
Dimensional Fund Advisors
182
Dimensional Fund Advisors
Texas
$1.7M -$172K -7,796 -9%
HAM
183
Highstreet Asset Management
Ontario, Canada
$1.68M +$1.28M +57,736 +314%
KFC
184
Klingenstein Fields & Co
New York
$1.67M -$4.11K -186 -0.2%
DWM
185
Dorchester Wealth Management
Quebec, Canada
$1.59M +$67.6K +3,061 +4%
FA
186
FDx Advisors
Illinois
$1.53M -$186K -8,401 -11%
NIM
187
Nexus Investment Management
Ontario, Canada
$1.52M -$8.25K -374 -0.5%
FIM
188
Frontier Investment Management
Texas
$1.51M – – –
CBB
189
Citizens Business Bank
California
$1.45M +$310K +14,014 +27%
Creative Planning
190
Creative Planning
Kansas
$1.42M +$343K +15,510 +32%
UCFA
191
United Capital Financial Advisors
Texas
$1.37M +$23.2K +1,050 +2%
AA
192
Ancora Advisors
Ohio
$1.19M -$64.5K -2,918 -5%
HighTower Advisors
193
HighTower Advisors
Illinois
$1.19M +$15.8K +714 +1%
OAM
194
Oppenheimer Asset Management
New York
$1.18M +$69K +3,123 +6%
RRAM
195
River Road Asset Management
Kentucky
$1.14M +$1.14M +51,733 New
Ameriprise
196
Ameriprise
Minnesota
$1.14M +$84.8K +3,836 +8%
MC
197
Micawber Capital
Washington
$1.13M -$407K -18,397 -26%
US Bancorp
198
US Bancorp
Minnesota
$1.12M -$19.4K -879 -2%
PCM
199
Parsons Capital Management
Rhode Island
$1.11M – – –
FFA
200
First Foundation Advisors
California
$1.1M +$1.1M +49,965 New
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