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BBU

Brookfield Business Partners

Delisted

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

66 hedge funds and large institutions have $935M invested in Brookfield Business Partners in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

18% more funds holding

Funds holding: 5666 (+10)

0.52% more ownership

Funds ownership: 81.23%81.75% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less capital invested

Capital invested by funds: $1.05B → $935M (-$118M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
17
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$530K -$46.3K -2,774 -7%
Morgan Stanley
27
Morgan Stanley
New York
$521K -$25K -1,498 -4%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$476K +$516K +30,900 New
BCIM
29
British Columbia Investment Management
British Columbia, Canada
$414K +$4.49K +269 +1%
Goldman Sachs
30
Goldman Sachs
New York
$268K +$294K +17,615 New
GCAC
31
Guardian Capital Advisors (Canada)
Ontario, Canada
$213K -$28.8K -1,722 -11%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$205K -$785 -47 -0.3%
Citadel Advisors
33
Citadel Advisors
Florida
$200K -$93K -5,567 -30%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$152K -$32.9K -1,972 -16%
TRCT
35
Tower Research Capital (TRC)
New York
$84.3K -$70.9K -4,246 -43%
JPWM
36
Jamison Private Wealth Management
Georgia
$65.3K +$71.8K +4,299 New
First Manhattan
37
First Manhattan
New York
$57.5K -$4.06K -243 -6%
UBS Group
38
UBS Group
Switzerland
$55.1K -$986 -59 -2%
SPIA
39
Steward Partners Investment Advisory
New York
$53.2K
Osaic Holdings
40
Osaic Holdings
Arizona
$51.8K -$53.7K -3,213 -49%
PP
41
Pacifica Partners
Canada
$26.7K
NS
42
NBC Securities
Alabama
$22K +$24.9K +1,492 New
Fidelity International
43
Fidelity International
Bermuda
$19.9K +$1.45K +87 +7%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$6.08K +$3.34K +200 +100%
PGAM
45
Princeton Global Asset Management
New Jersey
$4.92K
Bank of America
46
Bank of America
North Carolina
$4.41K
JP Morgan Chase
47
JP Morgan Chase
New York
$3.68K -$4.04K -242 -50%
ETC
48
Exchange Traded Concepts
Oklahoma
$2.4K +$2.64K +158 New
Legacy Financial Group (Iowa)
49
Legacy Financial Group (Iowa)
Iowa
$2.14K +$2.36K +141 New
Wells Fargo
50
Wells Fargo
California
$2.01K -$4.56K -273 -67%

BBU Hedge Fund Activity: Q3 2023 in Review

66 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q3 2023, worth a combined $935M — down 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBU positions and 2 closed out — a net gain of 10 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Scheer Rowlett & Associates Investment Management, opening a new position worth an estimated $7.84M. The largest seller was Brookfield Corp, cutting an estimated $47M.

  • 66 institutional investors held Brookfield Business Partners (BBU) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $935M of Brookfield Business Partners stock for Q3 2023, down 11% quarter-over-quarter.
  • 12 funds opened new Brookfield Business Partners positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest Brookfield Business Partners buyer in Q3 2023 was Scheer Rowlett & Associates Investment Management, an estimated $7.84M added.
  • The largest Brookfield Business Partners seller in Q3 2023 was Brookfield Corp, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2023.