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Brookfield
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Overview Fund Activity

384 hedge funds and large institutions have $22B invested in Brookfield in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
9.59%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.02%
New
47
Increased
128
Reduced
119
Closed
20
Calls
$4.23M
Puts
$1.18M
Net Calls
+$3.05M
Net Calls Change
+$201K

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$362M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$65M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$47.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43.6M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$39.4M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$103M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$74.6M
3
Select Equity Group
Select Equity Group
New York
-$57.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$49.3M
5
BWA
Brave Warrior Advisors
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.97B +$18.9M +855,471 +0.6%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.45B +$43.6M +1,973,449 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.1B +$65M +2,941,046 +6%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.05B +$7.14M +323,155 +0.7%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$880M -$15.2M -687,886 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$784M +$15.3M +692,922 +2%
First Manhattan
7
First Manhattan
New York
$676M -$2.75M -124,322 -0.4%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$670M -$6.76M -306,582 -1%
Franklin Resources
9
Franklin Resources
California
$554M +$4.05M +183,263 +0.7%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$465M -$4.7M -212,746 -1%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$449M -$49.3M -2,231,381 -10%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$430M +$362M +16,844,882 +528%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$429M +$19.9M +899,298 +5%
CIBC Asset Management
14
CIBC Asset Management
Ontario, Canada
$428M +$39.4M +1,787,607 +10%
Invesco
15
Invesco
Georgia
$394M -$4.96M -224,462 -1%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$377M +$993K +44,943 +0.3%
Canada Life
17
Canada Life
Manitoba, Canada
$366M +$29.1M +1,322,094 +9%
Norges Bank
18
Norges Bank
Norway
$327M +$2.1M +95,357 +0.6%
SA
19
SQ Advisors
Florida
$319M -$135K -6,127 -0%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$299M -$103M -4,659,835 -26%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$292M -$2.99M -135,435 -1%
PVI
22
Partners Value Investments
Bermuda
$252M – – –
BAM
23
Burgundy Asset Management
Ontario, Canada
$250M -$21.5M -971,268 -8%
OAC
24
OMERS Administration Corp
Ontario, Canada
$250M +$25.2M +1,142,085 +11%
Capital World Investors
25
Capital World Investors
California
$243M +$619 +28 +0%
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