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Brookfield
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Overview Fund Activity

566 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 275 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
11.63%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.17%
New
54
Increased
178
Reduced
275
Closed
59
Calls
$21.3M
Puts
$59.2M
Net Calls
-$37.9M
Net Calls Change
-$40.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Principal Financial Group
Principal Financial Group
Iowa
+$169M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$79.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$65.6M
5
TAM
Timucuan Asset Management
Florida
+$63M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$127M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$106M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$95.3M
5
Goldman Sachs
Goldman Sachs
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BZWA
201
Blue Zone Wealth Advisors
California
$4M +$4M +151,416 New
AWM
202
Argent Wealth Management
Massachusetts
$3.93M -$1.41M -52,683 -26%
TYCC
203
Texas Yale Capital Corp
Florida
$3.93M -$51K -1,932 -1%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$3.82M +$1.77M +66,865 +86%
BHTS
205
Bar Harbor Trust Services
Maine
$3.82M +$3.82M +144,528 New
Axa
206
Axa
France
$3.8M +$3.01M +113,853 +379%
KC
207
Kingfisher Capital
North Carolina
$3.73M +$50.9K +1,928 +1%
AA
208
ALPS Advisors
Colorado
$3.68M -$2.66M -100,653 -42%
Bessemer Group
209
Bessemer Group
New Jersey
$3.67M +$1.46M +48,325 +66%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$3.66M +$48.1K +1,823 +1%
CGH
211
Crossmark Global Holdings
Texas
$3.63M -$2.2M -83,441 -38%
LOAME
212
Lombard Odier Asset Management (Europe)
United Kingdom
$3.58M -$1.54M -58,402 -30%
V
213
Veritable
Delaware
$3.5M -$153K -5,786 -4%
CANC
214
Culbertson A N & Co
Virginia
$3.43M -$11.5K -437 -0.3%
MME
215
Meag Munich Ergo
Germany
$3.42M – – –
AFM
216
Anson Funds Management
Texas
$3.4M -$230K -8,720 -6%
MGWM
217
Marks Group Wealth Management
Minnesota
$3.35M +$95.4K +3,614 +3%
MGIA
218
Moneta Group Investment Advisors
Missouri
$3.35M -$1.66M -62,951 -33%
Brown Advisory
219
Brown Advisory
Maryland
$3.32M -$39.6K -1,499 -1%
Comerica Bank
220
Comerica Bank
Texas
$3.22M +$167K +6,006 +5%
KACA
221
Kayne Anderson Capital Advisors
California
$3.21M +$233K +8,844 +8%
AOWM
222
Alpha Omega Wealth Management
Virginia
$3.17M -$18.3K -693 -0.6%
PFP
223
Pinnacle Financial Partners
Tennessee
$2.97M +$74.9K +2,837 +3%
SF
224
Synovus Financial
Georgia
$2.86M +$250K +9,482 +10%
GI
225
GAMCO Investors
Connecticut
$2.82M +$148K +5,605 +6%
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