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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 %
EVM
201
Eaton Vance Management
Massachusetts
$5.14M – – –
LG
202
Leuthold Group
Minnesota
$5.11M +$5.11M +165,214 New
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$5.02M +$3.51M +111,528 +232%
CGH
204
Crossmark Global Holdings
Texas
$4.72M +$129K +4,171 +3%
ACH
205
ArrowMark Colorado Holdings
Colorado
$4.72M – – –
TYCC
206
Texas Yale Capital Corp
Florida
$4.64M +$189K +6,103 +4%
California Public Employees Retirement System
207
California Public Employees Retirement System
California
$4.62M +$4.62M +149,425 New
AP
208
Appleton Partners
Massachusetts
$4.55M +$419K +13,541 +10%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$4.36M -$54K -1,747 -1%
Millennium Management
210
Millennium Management
New York
$4.29M +$4.29M +138,726 New
V
211
Veritable
Delaware
$4.27M -$26.1K -843 -0.6%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$4.24M +$275K +8,899 +7%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$4.16M +$467K +15,103 +13%
CL
214
CPWM LLC
Washington
$4.15M – – –
CANC
215
Culbertson A N & Co
Virginia
$4.14M -$289K -9,350 -7%
Brown Advisory
216
Brown Advisory
Maryland
$3.96M -$27.9K -901 -0.7%
Barclays
217
Barclays
United Kingdom
$3.91M -$7.27M -234,981 -65%
MGIA
218
Moneta Group Investment Advisors
Missouri
$3.9M -$18.2K -588 -0.5%
MME
219
Meag Munich Ergo
Germany
$3.88M – – –
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
$3.87M +$232K +7,491 +6%
HighTower Advisors
221
HighTower Advisors
Illinois
$3.85M +$73.1K +2,364 +2%
AOWM
222
Alpha Omega Wealth Management
Virginia
$3.76M +$38.8K +1,254 +1%
AWM
223
Argent Wealth Management
Massachusetts
$3.62M +$3.62M +117,081 New
AWM
224
AE Wealth Management
Kansas
$3.57M +$2.13M +68,771 +148%
LIM
225
Leavell Investment Management
Alabama
$3.49M +$83.8K +2,709 +2%
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