We are live on ! Find out more
BOI

Brookfield Mtge Opportunity Fd

Delisted

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

48 hedge funds and large institutions have $116M invested in Brookfield Mtge Opportunity Fd in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $87.9M → $116M (+$27.9M)

26% more funds holding

Funds holding: 3848 (+10)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$19.8M +$8.82M +603,907 +82%
RCM
2
Rivernorth Capital Management
Florida
$11.4M +$1.4M +95,500 +14%
Bessemer Group
3
Bessemer Group
New Jersey
$9.94M +$29.2K +2,000 +0.3%
SCM
4
Saba Capital Management
New York
$9.94M +$894K +61,189 +10%
EVM
5
Eaton Vance Management
Massachusetts
$9.25M +$8.83M +604,607 +2,662%
UBS Group
6
UBS Group
Switzerland
$8.89M -$3.94M -269,662 -31%
MIG
7
Mariner Investment Group
New York
$8.02M +$458K +31,378 +6%
PPA
8
Parametric Portfolio Associates
Washington
$4.65M +$1.39M +94,971 +43%
COLIM
9
City of London Investment Management
United Kingdom
$3.92M +$2.04M +139,439 +108%
Invesco
10
Invesco
Georgia
$3.64M +$88.4K +6,050 +3%
Bank of America
11
Bank of America
North Carolina
$3.1M +$76.4K +5,230 +3%
GC
12
Guggenheim Capital
Illinois
$2.83M -$225K -15,393 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.3M -$2.23K -153 -0.1%
LCM
14
Laurion Capital Management
New York
$2.3M +$1.3M +89,277 +134%
WMG
15
WESCAP Management Group
California
$1.98M +$1.96M +134,464 New
Morgan Stanley
16
Morgan Stanley
New York
$1.95M +$194K +13,259 +11%
Stifel Financial
17
Stifel Financial
Missouri
$1.77M +$1.75M +119,989 New
PCP
18
Proficio Capital Partners
Massachusetts
$1.18M +$1.17M +80,114 New
AAM
19
Advisors Asset Management
Colorado
$1.07M +$1.06M +72,267 New
SFS
20
Shaker Financial Services
Virginia
$1.01M +$516K +35,312 +106%
Wells Fargo
21
Wells Fargo
California
$764K -$1.08M -74,006 -59%
CAN
22
Cetera Advisor Networks
California
$701K +$114K +7,810 +20%
Squarepoint
23
Squarepoint
New York
$466K +$462K +31,600 New
SIA
24
SeaBridge Investment Advisors
New Jersey
$455K -$6.72K -460 -1%
PP
25
Paloma Partners
Connecticut
$443K -$643K -44,000 -59%

BOI Hedge Fund Activity: Q4 2015 in Review

48 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Brookfield Mtge Opportunity Fd (BOI) for Q4 2015, worth a combined $116M — up 32% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOI positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $8.83M. The largest seller was UBS Group, cutting an estimated $3.94M.

  • 48 institutional investors held Brookfield Mtge Opportunity Fd (BOI) as of Q4 2015, up from 38 in Q3 2015.
  • Funds reported $116M of Brookfield Mtge Opportunity Fd stock for Q4 2015, up 32% quarter-over-quarter.
  • 13 funds opened new Brookfield Mtge Opportunity Fd positions in Q4 2015 and 3 closed out, a net change of +10 holders.
  • The largest Brookfield Mtge Opportunity Fd buyer in Q4 2015 was Eaton Vance Management, an estimated $8.83M added.
  • The largest Brookfield Mtge Opportunity Fd seller in Q4 2015 was UBS Group, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2015.