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BBU

Brookfield Business Partners

Delisted

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

84 hedge funds and large institutions have $932M invested in Brookfield Business Partners in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 8284 (+2)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $1.74B → $932M (-$807M)

59.53% less ownership

Funds ownership: 120.36%60.83% (-60%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
20
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$21K +$21.3K +908 New
NA
52
Neuburgh Advisers
California
$15K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$13K
FCM
54
Flinton Capital Management
Pennsylvania
$12K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$11K
RCM
56
Riverhead Capital Management
Delaware
$11K
TAM
57
Tyers Asset Management
Texas
$10K
JP Morgan Chase
58
JP Morgan Chase
New York
$9K -$28.6K -1,220 -76%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$8K -$375 -16 -4%
LWCFA
60
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
GHCM
61
Glen Harbor Capital Management
California
$7K
GWM
62
Geneos Wealth Management
Colorado
$5K -$94 -4 -2%
SFFS
63
Stonehage Fleming Financial Services
Jersey
$5K
WT
64
Whittier Trust
California
$5K
TRCT
65
Tower Research Capital (TRC)
New York
$4K -$185K -7,877 -98%
AG
66
Advisor Group
Arizona
$3K
Parallax Volatility Advisers
67
Parallax Volatility Advisers
California
$3K
US Bancorp
68
US Bancorp
Minnesota
$3K
VIMU
69
Veritas Investment Management (UK)
United Kingdom
$3K
OC
70
Oakworth Capital
Alabama
$2K
POIA
71
Pin Oak Investment Advisors
Texas
$2K
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$2K
BCWM
73
Bartlett & Co Wealth Management
Ohio
$1.3K +$1.31K +56 New
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1K -$492 -21 -36%
BC
75
Bartlett & Co
Ohio
$1K

BBU Hedge Fund Activity: Q1 2018 in Review

84 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q1 2018, worth a combined $932M — down 46% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BBU positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was Brookfield Corp, exiting entirely with an estimated $856M sold.

  • 84 institutional investors held Brookfield Business Partners (BBU) as of Q1 2018, up from 82 in Q4 2017.
  • Funds reported $932M of Brookfield Business Partners stock for Q1 2018, down 46% quarter-over-quarter.
  • 10 funds opened new Brookfield Business Partners positions in Q1 2018 and 8 closed out, a net change of +2 holders.
  • The largest Brookfield Business Partners buyer in Q1 2018 was Morgan Stanley, an estimated $15.7M added.
  • The largest Brookfield Business Partners seller in Q1 2018 was Brookfield Corp, an estimated $856M sold.

Based on aggregated 13F filings for Q1 2018.