BROOKFIELD ASSET MANAGEMENT INC.

Q1 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2020
Date filed
5/15/2020
Form type
13F-HR
Num holdings
23
Total value ($000)
$8,685,033
Net value change ($000)
-3,001,883 (-25.7%)
New positions
7
Sold out positions
6
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TAC 58,815 58.7%
TerraForm Power NY Holdings, Inc. 50,924 2.4%
MPLX 25,686 NEW
VNO 21,726 NEW
AES 16,399 NEW
TC PIPELINES LP 15,974 NEW
CNP 15,915 NEW
CINCINNATI BELL INC 9,731 39.7%
Tallgrass Energy, LP 9,070 NEW
PAA 3,036 NEW
Top Reduces (Value $000, Stocks/ETFs)
BPYPP -791,889 -53.0%
EAF -547,846 -25.3%
Norbord Inc. -518,235 -55.7%
Altera Infrastructure L.P. -463,575 -100.0%
BBU -392,831 -38.4%
BEP -232,126 -8.9%
VST -144,365 -31.3%
Brookfield Property REIT Inc. -30,242 -54.0%
OI S.A. - In Judicial Reorganization -17,797 -17.8%
Far Point Acquisition Corp -5,682 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type