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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 %
CGH
201
Crossmark Global Holdings
Texas
$4.22M -$472K -16,624 -10%
CG
202
Colony Group
Massachusetts
$4.13M +$19.4K +682 +0.5%
TYCC
203
Texas Yale Capital Corp
Florida
$4.09M +$1.6M +56,275 +64%
DIM
204
Delta Investment Management
California
$4.08M -$139K -4,905 -3%
CANC
205
Culbertson A N & Co
Virginia
$4.07M +$3.07K +108 +0.1%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$4.05M +$38.4K +1,353 +1%
William Blair & Company
207
William Blair & Company
Illinois
$4.04M +$688K +24,197 +21%
V
208
Veritable
Delaware
$3.95M -$540 -19 -0%
CL
209
CPWM LLC
Washington
$3.81M -$250K -8,782 -6%
AP
210
Appleton Partners
Massachusetts
$3.79M +$522K +18,364 +16%
Brown Advisory
211
Brown Advisory
Maryland
$3.67M -$69.6K -2,450 -2%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$3.64M +$1.23M +43,407 +51%
AOWM
213
Alpha Omega Wealth Management
Virginia
$3.63M +$3.6M +119,156 +10,962%
MME
214
Meag Munich Ergo
Germany
$3.6M – – –
MGIA
215
Moneta Group Investment Advisors
Missouri
$3.6M +$22.4K +788 +0.6%
HighTower Advisors
216
HighTower Advisors
Illinois
$3.47M +$104K +3,671 +3%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$3.4M +$467K +16,444 +16%
RA
218
Ramius Advisors
New York
$3.37M +$3.37M +118,571 New
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$3.34M +$421K +14,800 +14%
AA
220
Ancora Advisors
Ohio
$3.28M +$1.8M +63,469 +122%
TI
221
Trexquant Investment
Connecticut
$3.24M +$3.24M +114,155 New
SAM
222
Shell Asset Management
Netherlands
$3.21M -$95.6K -3,363 -3%
HAI
223
Hennessy Advisors Inc
California
$3.14M -$74.3K -2,616 -2%
LIM
224
Leavell Investment Management
Alabama
$3.13M – – –
GI
225
GAMCO Investors
Connecticut
$3.09M +$219K +7,715 +8%
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