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Brookfield
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Overview Fund Activity

459 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+11
Holders Change %
+2.46%
% of All Funds
9.95%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
1.24%
New
57
Increased
158
Reduced
144
Closed
41
Calls
$4.14M
Puts
$69.4M
Net Calls
-$65.2M
Net Calls Change
-$81.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$142M
2
Capital World Investors
Capital World Investors
California
+$105M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$90.1M
4
Fidelity International
Fidelity International
Bermuda
+$70.7M
5
Legal & General Group
Legal & General Group
United Kingdom
+$45M

Top Sellers

1
SA
SQ Advisors
Florida
-$212M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$142M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$125M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.6M
5
TAM
Third Avenue Management
New York
-$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$2.59M -$457K -18,309 -15%
THWM
202
Taylor Hoffman Wealth Management
Virginia
$2.51M +$8.59K +344 +0.3%
KACA
203
Kayne Anderson Capital Advisors
California
$2.5M +$126K +5,045 +5%
Comerica Bank
204
Comerica Bank
Texas
$2.47M -$418K -16,525 -14%
Nordea Investment Management
205
Nordea Investment Management
Sweden
$2.41M -$98.5K -2,986 -4%
SF
206
Synovus Financial
Georgia
$2.25M -$213K -8,529 -9%
HighTower Advisors
207
HighTower Advisors
Illinois
$2.22M +$295K +11,825 +15%
HIM
208
Hillsdale Investment Management
Ontario, Canada
$2.22M -$1.19M -47,834 -35%
SCM
209
Stevens Capital Management
Pennsylvania
$2.21M +$139K +5,547 +7%
ACH
210
ArrowMark Colorado Holdings
Colorado
$2.12M -$187K -7,474 -8%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$2.05M +$69.3K +2,777 +3%
CC
212
Cadinha & Co
Hawaii
$1.95M +$50 +2 +0%
OAM
213
Oppenheimer Asset Management
New York
$1.83M +$192K +7,685 +12%
Bessemer Group
214
Bessemer Group
New Jersey
$1.82M -$279K -11,192 -13%
GF
215
Gabelli Funds
New York
$1.82M – – –
UCFA
216
United Capital Financial Advisors
Texas
$1.81M +$67.1K +2,686 +4%
AG
217
AlphaSimPlex Group
Massachusetts
$1.71M +$1.71M +68,480 New
DWM
218
Dorchester Wealth Management
Quebec, Canada
$1.68M -$38.4K -1,538 -2%
BFC
219
Blue Fin Capital
Rhode Island
$1.67M +$176K +7,061 +12%
SEI Investments
220
SEI Investments
Pennsylvania
$1.67M +$1.63M +65,264 +4,354%
SPIA
221
Steward Partners Investment Advisory
New York
$1.63M +$6.53K +262 +0.4%
RAM
222
Redmond Asset Management
Virginia
$1.62M +$1.62M +64,896 New
PGAM
223
Princeton Global Asset Management
New Jersey
$1.59M – – –
OWD
224
Osborn Williams & Donohoe
Ohio
$1.48M +$1.48M +58,848 New
CBB
225
Citizens Business Bank
California
$1.47M – – –
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