BROOKFIELD ASSET MANAGEMENT INC.

Q3 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2020
Date filed
11/16/2020
Form type
13F-HR
Num holdings
367
Total value ($000)
$17,494,983
Net value change ($000)
+690,213 (4.1%)
New positions
156
Sold out positions
129
Turnover %
38.5%
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 Q2 2020
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)
BEPC 2,340,532 NEW
BEP 671,453 38.4%
BIPC 480,519 NEW
BPYPP 354,808 41.2%
Norbord Inc. 273,050 34.4%
OI S.A. - In Judicial Reorganization 137,169 560.3%
AMH 68,442 NEW
EGP 62,866 NEW
REG 56,407 94011.7%
NEE 48,094 18.6%
Top Reduces (Value $000, Stocks/ETFs)
TerraForm Power NY Holdings, Inc. -2,574,808 -100.0%
EAF -410,560 -25.8%
AVB -106,051 -100.0%
DUKE REALTY CORP -88,792 -100.0%
BXP -85,906 -100.0%
PBA -83,423 -40.7%
FE -70,619 -39.4%
DOC -58,689 -100.0%
KMI -49,395 -47.7%
EQIX -48,625 -48.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 112,876 (0.6% of total reported value)
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