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BOI

Brookfield Mtge Opportunity Fd

Delisted

BOI was delisted on the 2nd of December, 2016.

38 hedge funds and large institutions have $87.9M invested in Brookfield Mtge Opportunity Fd in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 3738 (+1)

1% less capital invested

Capital invested by funds: $88.5M → $87.9M (-$644K)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$234K -$1.56M -103,227 -87%
KAM
27
Knightsbridge Asset Management
California
$153K -$9.84K -650 -6%
CCP
28
Clough Capital Partners
Massachusetts
$149K +$153K +10,100 New
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$74K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$44K +$45.4K +3,000 New
GXMC
31
Global X Management Company
New York
$31K +$31.8K +2,100 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$29K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$29K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$22K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$14K +$1.36K +90 +10%
First Manhattan
36
First Manhattan
New York
$8K
Creative Planning
37
Creative Planning
Kansas
$7K +$7.13K +471 New
MFS
38
MSI Financial Services
Massachusetts
$3K
JP Morgan Chase
39
JP Morgan Chase
New York
-$1.67M -105,404 Closed
OC
40
Oppenheimer & Co
New York
-$276K -17,486 Closed
VKH
41
Virtu KCG Holdings
New York
-$245K -15,497 Closed
HCM
42
Hollencrest Capital Management
California
-$168K -10,660 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
-$71K -4,500 Closed
PAM
44
Panagora Asset Management
Massachusetts
-$22K -1,364 Closed
TRCT
45
Tower Research Capital (TRC)
New York
-$1K -65 Closed

BOI Hedge Fund Activity: Q3 2015 in Review

38 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Brookfield Mtge Opportunity Fd (BOI) for Q3 2015, worth a combined $87.9M — down 0.73% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BOI positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $11.1M. The largest seller was Eaton Vance Management, cutting an estimated $7.7M.

  • 38 institutional investors held Brookfield Mtge Opportunity Fd (BOI) as of Q3 2015, up from 37 in Q2 2015.
  • Funds reported $87.9M of Brookfield Mtge Opportunity Fd stock for Q3 2015, down 0.73% quarter-over-quarter.
  • 8 funds opened new Brookfield Mtge Opportunity Fd positions in Q3 2015 and 7 closed out, a net change of +1 holder.
  • The largest Brookfield Mtge Opportunity Fd buyer in Q3 2015 was Sit Investment Associates, an estimated $11.1M added.
  • The largest Brookfield Mtge Opportunity Fd seller in Q3 2015 was Eaton Vance Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2015.