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BBU

Brookfield Business Partners

Delisted

BBU was delisted on the 30th of March, 2026.

54 hedge funds and large institutions have $1.12B invested in Brookfield Business Partners in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $1.01B → $1.12B (+$107M)

0.67% more ownership

Funds ownership: 79.47%80.14% (+0.67%)

5% less funds holding

Funds holding: 5754 (-3)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
2
Increased
15
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
26
Guardian Capital Advisors (Canada)
Ontario, Canada
$298K +$388 +21 +0.1%
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$276K -$458K -24,786 -62%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K -$185K -10,036 -40%
TRCT
29
Tower Research Capital (TRC)
New York
$216K +$160K +8,662 +294%
First Manhattan
30
First Manhattan
New York
$149K -$3.57K -193 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
$148K +$74.9K +4,053 +104%
Morgan Stanley
32
Morgan Stanley
New York
$134K -$2.17M -117,446 -94%
UBS Group
33
UBS Group
Switzerland
$68.6K -$77.6K -4,198 -53%
SPIA
34
Steward Partners Investment Advisory
New York
$65.2K
Wells Fargo
35
Wells Fargo
California
$58.2K -$44.8K -2,425 -44%
PP
36
Pacifica Partners
Canada
$31.3K
Fidelity International
37
Fidelity International
Bermuda
$23.2K -$3.9K -211 -14%
PGAM
38
Princeton Global Asset Management
New Jersey
$6.03K
Bank of America
39
Bank of America
North Carolina
$5.4K -$11.7K -632 -69%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$3.72K
BAM
41
Belpointe Asset Management
Nevada
$1.02K
JP Morgan Chase
42
JP Morgan Chase
New York
$1K -$112K -6,050 -98%
RG
43
Retirement Group
California
$1K -$148 -8 -16%
FP
44
Financial Perspectives
Minnesota
$745
HI
45
Harbour Investments
Wisconsin
$633
IRAG
46
Investment Research & Advisory Group
Georgia
$559
HIM
47
Hillsdale Investment Management
Ontario, Canada
$387
AAS
48
Ameritas Advisory Services
Nebraska
$205 +$203 +11 New
US Bancorp
49
US Bancorp
Minnesota
$74
RI
50
Ridgewood Investments
New Jersey
$45 +$37 +2 New

BBU Hedge Fund Activity: Q1 2023 in Review

54 of the 6,278 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q1 2023, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BBU and 2 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Brookfield Corp, adding an estimated $18.6M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $5.86M.

  • 54 institutional investors held Brookfield Business Partners (BBU) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $1.12B of Brookfield Business Partners stock for Q1 2023, up 11% quarter-over-quarter.
  • 2 funds opened new Brookfield Business Partners positions in Q1 2023 and 5 closed out, a net change of -3 holders.
  • The largest Brookfield Business Partners buyer in Q1 2023 was Brookfield Corp, an estimated $18.6M added.
  • The largest Brookfield Business Partners seller in Q1 2023 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $5.86M sold.

Based on aggregated 13F filings for Q1 2023.