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BBU

Brookfield Business Partners

Delisted

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

70 hedge funds and large institutions have $2.23B invested in Brookfield Business Partners in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $1.8B → $2.23B (+$434M)

3% more funds holding

Funds holding: 6870 (+2)

0.5% more ownership

Funds ownership: 115.04%115.54% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

99% less call options, than puts

Call options by funds: $18K | Put options by funds: $2M

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
14
Reduced
28
Closed
6
Calls
$18K
Puts
$2M
Net Calls
-$1.99M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$10K
ETC
52
Exchange Traded Concepts
Oklahoma
$10K +$8.79K +397 New
GWM
53
Geneos Wealth Management
Colorado
$4K -$89 -4 -2%
RG
54
Retirement Group
California
$3K -$22 -1 -0.7%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$3K
US Bancorp
56
US Bancorp
Minnesota
$3K
VIMU
57
Veritas Investment Management (UK)
United Kingdom
$3K
FP
58
Financial Perspectives
Minnesota
$1.5K +$1.37K +62 New
BC
59
Bartlett & Co
Ohio
$1K
CB
60
Community Bank
New York
$1K
CCM
61
Covington Capital Management
California
$1K
SIM
62
Sonora Investment Management
Arizona
$1K
BCWM
63
Bartlett & Co Wealth Management
Ohio
$881
KFS
64
Kelly Financial Services
Massachusetts
$76 +$66 +3 New
Marshall Wace
65
Marshall Wace
United Kingdom
-$330K -16,973 Closed
Goldman Sachs
66
Goldman Sachs
New York
-$241K -12,461 Closed
IIM
67
Intact Investment Management
Quebec, Canada
-$283K -10,906 Closed
NEI
68
Northwest & Ethical Investments
Ontario, Canada
-$82.5K -4,211 Closed
Simplex Trading
69
Simplex Trading
Illinois
-$26.3K -1,189 Closed
GLLW
70
Graves Light Lenhart Wealth
Virginia
+$266 +12 New
SIAG
71
Safeguard Investment Advisory Group
California
+$421 +19 New

BBU Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q4 2020, worth a combined $2.23B — up 24% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBU positions and 6 closed out — a net gain of 3 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was CIBC Asset Management, adding an estimated $11.6M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $6.65M.

  • 70 institutional investors held Brookfield Business Partners (BBU) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $2.23B of Brookfield Business Partners stock for Q4 2020, up 24% quarter-over-quarter.
  • 9 funds opened new Brookfield Business Partners positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest Brookfield Business Partners buyer in Q4 2020 was CIBC Asset Management, an estimated $11.6M added.
  • The largest Brookfield Business Partners seller in Q4 2020 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2020.