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Brookfield
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Overview Fund Activity

573 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 209 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-23
Holders Change %
-3.86%
% of All Funds
12.66%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.35%
New
65
Increased
202
Reduced
209
Closed
80
Calls
$17.2M
Puts
$14.2M
Net Calls
+$3.01M
Net Calls Change
+$27.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$275M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$139M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$125M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$118M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$213M
2
Capital World Investors
Capital World Investors
California
-$182M
3
Franklin Resources
Franklin Resources
California
-$146M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$141M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$98.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
201
Texas Yale Capital Corp
Florida
$3.57M +$16.3K +687 +0.5%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$3.56M +$373K +15,750 +12%
CGH
203
Crossmark Global Holdings
Texas
$3.49M +$1.08M +68,140 +45%
AIM
204
Aigen Investment Management
New York
$3.47M +$1.79M +75,663 +107%
AWM
205
Argent Wealth Management
Massachusetts
$3.37M +$1.4M +82,819 +71%
KC
206
Kingfisher Capital
North Carolina
$3.29M +$3.29M +139,103 New
V
207
Veritable
Delaware
$3.28M +$7.67K +324 +0.2%
AFM
208
Anson Funds Management
Texas
$3.25M +$3.25M +137,334 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$3.24M -$104K -4,387 -3%
CL
210
CPWM LLC
Washington
$3.2M +$17.7K +747 +0.6%
AWM
211
AE Wealth Management
Kansas
$3.16M +$431K +18,207 +16%
CANC
212
Culbertson A N & Co
Virginia
$3.09M -$86.3K -3,643 -3%
MME
213
Meag Munich Ergo
Germany
$3.05M +$110K +4,671 +4%
ANTB
214
AMG National Trust Bank
Colorado
$3.01M +$3.01M +127,179 New
Brown Advisory
215
Brown Advisory
Maryland
$3.01M -$26.1K -1,102 -0.9%
MGIA
216
Moneta Group Investment Advisors
Missouri
$2.99M +$1M +63,594 +50%
MGWM
217
Marks Group Wealth Management
Minnesota
$2.93M +$615K +25,888 +27%
AOWM
218
Alpha Omega Wealth Management
Virginia
$2.86M -$22.7K -959 -0.8%
KACA
219
Kayne Anderson Capital Advisors
California
$2.67M +$296K +12,519 +13%
PFP
220
Pinnacle Financial Partners
Tennessee
$2.59M +$1.65M +69,846 +176%
LIM
221
Leavell Investment Management
Alabama
$2.52M -$152K -6,418 -6%
Osaic Holdings
222
Osaic Holdings
Arizona
$2.48M +$2.48M +114,856 New
RCM
223
Radnor Capital Management
Pennsylvania
$2.48M – – –
SAM
224
Shell Asset Management
Netherlands
$2.42M -$39.4K -1,682 -2%
JPMPWA
225
J.P. Morgan Private Wealth Advisors
California
$2.4M -$562K -23,754 -19%
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