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BBU

Brookfield Business Partners

Delisted

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

96 hedge funds and large institutions have $209M invested in Brookfield Business Partners in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 42 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $166M → $209M (+$42.9M)

2.29% less ownership

Funds ownership: 31.33%29.04% (-2.3%)

24% less funds holding

Funds holding: 12696 (-30)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 45

74% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 42

Holders
96
Holders Change
-30
Holders Change %
-23.81%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
11
Reduced
42
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$28 -2 -0.6%
SAM
52
Shell Asset Management
Netherlands
$4K -$42.1K -3,005 -95%
US Bancorp
53
US Bancorp
Minnesota
$4K -$21.1K -1,505 -85%
GT
54
Glenmede Trust
Pennsylvania
$4K -$715 -51 -17%
GWM
55
Geneos Wealth Management
Colorado
$4K
SFFS
56
Stonehage Fleming Financial Services
Jersey
$4K
AG
57
Advisor Group
Arizona
$3K -$2.13K -152 -44%
WT
58
Whittier Trust
California
$3K
FNBT
59
FineMark National Bank & Trust
Florida
$2K -$687 -49 -35%
EWM
60
Evercore Wealth Management
New York
$2K
JIC
61
Joel Isaacson & Co
New York
$2K
Parallax Volatility Advisers
62
Parallax Volatility Advisers
California
$2K
Walleye Trading
63
Walleye Trading
New York
$2K +$953 +68 +106%
WP
64
WealthPLAN Partners
Nebraska
$1.85K -$2.03K -145 -56%
Citigroup
65
Citigroup
New York
$1K -$35.4K -2,527 -97%
IA
66
IFP Advisors
Florida
$1K -$420 -30 -49%
BC
67
Bartlett & Co
Ohio
$1K
CB
68
Community Bank
New York
$1K
GWS
69
Glassman Wealth Services
Virginia
$1K
MFS
70
MSI Financial Services
Massachusetts
$1K
RBC
71
Roble Belko & Company
Pennsylvania
$1K
ST
72
Smithfield Trust
Pennsylvania
$1K
TSW
73
Thompson Siegel & Walmsley
Virginia
$1K
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$1K
BWA
75
Burt Wealth Advisors
Maryland
$1K +$869 +62 New

BBU Hedge Fund Activity: Q3 2016 in Review

96 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q3 2016, worth a combined $209M — up 26% from $166M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of BBU and 15 opened new positions — a net loss of 30 holders — while 42 trimmed existing stakes and 11 added.

The largest buyer was Vertex One Asset Management, opening a new position worth an estimated $13M. The largest seller was Bank of Montreal, cutting an estimated $6.16M.

  • 96 institutional investors held Brookfield Business Partners (BBU) as of Q3 2016, down from 126 in Q2 2016.
  • Funds reported $209M of Brookfield Business Partners stock for Q3 2016, up 26% quarter-over-quarter.
  • 15 funds opened new Brookfield Business Partners positions in Q3 2016 and 45 closed out, a net change of -30 holders.
  • The largest Brookfield Business Partners buyer in Q3 2016 was Vertex One Asset Management, an estimated $13M added.
  • The largest Brookfield Business Partners seller in Q3 2016 was Bank of Montreal, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2016.