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BBU

Brookfield Business Partners

Delisted

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

68 hedge funds and large institutions have $2.68B invested in Brookfield Business Partners in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30.49% more ownership

Funds ownership: 85.19%115.68% (+30%)

26% more capital invested

Capital invested by funds: $2.13B → $2.68B (+$556M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 7268 (-4)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

38% less call options, than puts

Call options by funds: $312K | Put options by funds: $501K

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
16
Reduced
25
Closed
7
Calls
$312K
Puts
$501K
Net Calls
-$189K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$12K
JP Morgan Chase
52
JP Morgan Chase
New York
$12K +$706 +25 +7%
ETC
53
Exchange Traded Concepts
Oklahoma
$7K +$6.41K +227 New
GWM
54
Geneos Wealth Management
Colorado
$5K
RG
55
Retirement Group
California
$3K -$141 -5 -4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$3K
VIMU
57
Veritas Investment Management (UK)
United Kingdom
$3K
BC
58
Bartlett & Co
Ohio
$2K
HI
59
Harbour Investments
Wisconsin
$2K
FP
60
Financial Perspectives
Minnesota
$1.84K
BCWM
61
Bartlett & Co Wealth Management
Ohio
$1.06K
CCM
62
Covington Capital Management
California
$1K
SSB
63
Sandy Spring Bank
Maryland
$1K
SIM
64
Sonora Investment Management
Arizona
$1K
KFS
65
Kelly Financial Services
Massachusetts
$93 -$4.01K -142 -98%
NAM
66
NewGen Asset Management
Ontario, Canada
-$17.1M -576,460 Closed
NWM
67
Nicola Wealth Management
British Columbia, Canada
-$3.15M -105,944 Closed
Northern Trust
68
Northern Trust
Illinois
-$841K -28,334 Closed
Neuberger Berman Group
69
Neuberger Berman Group
New York
-$779K -26,213 Closed
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
-$276K -9,298 Closed
TRCT
71
Tower Research Capital (TRC)
New York
-$14K -458 Closed
CB
72
Community Bank
New York
-$1K -31 Closed

BBU Hedge Fund Activity: Q3 2021 in Review

68 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q3 2021, worth a combined $2.68B — up 26% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BBU and 4 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 16 added.

The largest buyer was OMERS Administration Corp, opening a new position worth an estimated $529M. The largest seller was NewGen Asset Management, exiting entirely with an estimated $17.1M sold.

  • 68 institutional investors held Brookfield Business Partners (BBU) as of Q3 2021, down from 72 in Q2 2021.
  • Funds reported $2.68B of Brookfield Business Partners stock for Q3 2021, up 26% quarter-over-quarter.
  • 4 funds opened new Brookfield Business Partners positions in Q3 2021 and 7 closed out, a net change of -3 holders.
  • The largest Brookfield Business Partners buyer in Q3 2021 was OMERS Administration Corp, an estimated $529M added.
  • The largest Brookfield Business Partners seller in Q3 2021 was NewGen Asset Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2021.