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Brookfield
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Overview Fund Activity

306 hedge funds and large institutions have $17B invested in Brookfield in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
8.17%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
37
Increased
108
Reduced
102
Closed
29
Calls
$14.5M
Puts
$4.22M
Net Calls
+$10.3M
Net Calls Change
+$9.3M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$77.1M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$51.5M
3
Canada Life
Canada Life
Manitoba, Canada
+$47.7M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$40.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$40M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$171M
2
Select Equity Group
Select Equity Group
New York
-$111M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$69.8M
4
DSA
Davis Selected Advisers
Arizona
-$60.5M
5
BCIM
British Columbia Investment Management
British Columbia, Canada
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATN
201
AMF Tjänstepension
Sweden
$512K +$512K +29,045 New
SC
202
Searle & Co
Connecticut
$501K +$501K +28,476 New
FMT
203
First Mercantile Trust
Tennessee
$490K -$9.02K -512 -2%
RG
204
Rathbones Group
United Kingdom
$488K +$488K +27,644 New
CIP
205
Convergence Investment Partners
Florida
$469K -$52K -2,953 -10%
TI
206
Turner Investments
Pennsylvania
$440K – – –
M&T Bank
207
M&T Bank
New York
$439K -$13.4K -764 -3%
OMCS
208
Old Mutual Customised Solutions
South Africa
$419K -$23.3K -1,139 -5%
MIM
209
Midwest Investment Management
Ohio
$398K – – –
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$398K +$15.1K +855 +4%
Ameriprise
211
Ameriprise
Minnesota
$389K -$2.82K -160 -0.7%
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$389K – – –
SS
213
Sunbelt Securities
Texas
$386K +$386K +21,915 New
LCS
214
Levin Capital Strategies
New York
$377K – – –
B
215
Barings
North Carolina
$376K +$376K +21,357 New
Wellington Management Group
216
Wellington Management Group
Massachusetts
$346K +$46.1K +2,611 +15%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$329K +$57.5K +3,272 +21%
GAM
218
Gould Asset Management
California
$327K -$8K -455 -2%
PFS
219
Prospera Financial Services
Texas
$327K – – –
LPL Financial
220
LPL Financial
California
$319K -$1.9K -108 -0.6%
HC
221
Hurley Capital
New York
$313K +$313K +17,797 New
YMRC
222
Yorktown Management & Research Company
Virginia
$301K – – –
MPM
223
Meritage Portfolio Management
Kansas
$301K – – –
OC
224
Oakworth Capital
Alabama
$301K +$301K +17,085 New
PIC
225
Portland Investment Counsel
Ontario, Canada
$290K +$58K +3,297 +25%
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