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BBU

Brookfield Business Partners

Delisted

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

72 hedge funds and large institutions have $2.13B invested in Brookfield Business Partners in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 7372 (-1)

12% less capital invested

Capital invested by funds: $2.41B → $2.13B (-$281M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

32.87% less ownership

Funds ownership: 118.06%85.19% (-33%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $46K

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
19
Reduced
23
Closed
6
Calls
Puts
$46K
Net Calls
-$46K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$60K
PGAM
52
Princeton Global Asset Management
New Jersey
$25K
Simplex Trading
53
Simplex Trading
Illinois
$21K -$13.3K -469 -39%
TRCT
54
Tower Research Capital (TRC)
New York
$14K -$254 -9 -2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$12K
JP Morgan Chase
56
JP Morgan Chase
New York
$11K +$2.29K +81 +28%
GWM
57
Geneos Wealth Management
Colorado
$5K
RG
58
Retirement Group
California
$3K -$1.02K -36 -24%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3K
VIMU
60
Veritas Investment Management (UK)
United Kingdom
$3K
BC
61
Bartlett & Co
Ohio
$2K
HI
62
Harbour Investments
Wisconsin
$2K
KFS
63
Kelly Financial Services
Massachusetts
$2K +$4.01K +142 +4,733%
FP
64
Financial Perspectives
Minnesota
$1.85K -$69K -2,442 -98%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.06K
CB
66
Community Bank
New York
$1K
CCM
67
Covington Capital Management
California
$1K
SSB
68
Sandy Spring Bank
Maryland
$1K
SIM
69
Sonora Investment Management
Arizona
$1K
OAC
70
OMERS Administration Corp
Ontario, Canada
-$484M -18,757,326 Closed
Principal Financial Group
71
Principal Financial Group
Iowa
-$9.56M -370,991 Closed
California Public Employees Retirement System
72
California Public Employees Retirement System
California
-$3.86M -149,638 Closed
IAIM
73
International Assets Investment Management
Florida
-$11K -467 Closed
US Bancorp
74
US Bancorp
Minnesota
-$2.94K -104 -93%

BBU Hedge Fund Activity: Q2 2021 in Review

72 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q2 2021, worth a combined $2.13B — down 12% from $2.41B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BBU and 5 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.

The largest buyer was NewGen Asset Management, opening a new position worth an estimated $16.3M. The largest seller was OMERS Administration Corp, exiting entirely with an estimated $484M sold.

  • 72 institutional investors held Brookfield Business Partners (BBU) as of Q2 2021, down from 73 in Q1 2021.
  • Funds reported $2.13B of Brookfield Business Partners stock for Q2 2021, down 12% quarter-over-quarter.
  • 5 funds opened new Brookfield Business Partners positions in Q2 2021 and 6 closed out, a net change of -1 holder.
  • The largest Brookfield Business Partners buyer in Q2 2021 was NewGen Asset Management, an estimated $16.3M added.
  • The largest Brookfield Business Partners seller in Q2 2021 was OMERS Administration Corp, an estimated $484M sold.

Based on aggregated 13F filings for Q2 2021.