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BBU

Brookfield Business Partners

Delisted

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

66 hedge funds and large institutions have $935M invested in Brookfield Business Partners in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

18% more funds holding

Funds holding: 5666 (+10)

0.52% more ownership

Funds ownership: 81.23%81.75% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less capital invested

Capital invested by funds: $1.05B → $935M (-$118M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
17
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$382M -$47M -2,814,251 -10%
OAC
2
OMERS Administration Corp
Ontario, Canada
$183M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$133M +$2.15M +128,970 +1%
PVI
4
Partners Value Investments
Bermuda
$44.4M +$48.8M +2,922,001 New
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$41.4M +$23K +1,378 +0.1%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$32.2M +$59.1K +3,539 +0.2%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$25.5M +$3.88M +232,469 +22%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$17.2M +$587K +35,160 +4%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$16.8M +$453K +27,120 +3%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$13.4M -$330K -19,770 -2%
FFAM
11
Forge First Asset Management
Canada
$9.15M +$61.1K +3,658 +0.6%
SRAIM
12
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$7.13M +$7.84M +469,422 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$4.62M -$726K -43,427 -12%
DWM
14
Dorchester Wealth Management
Quebec, Canada
$4.43M +$189K +11,304 +4%
Invesco
15
Invesco
Georgia
$3.6M +$98.2K +5,877 +3%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M +$112K +6,700 +4%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$2.35M -$26.5K -1,587 -1%
Public Sector Pension Investment Board (PSP Investments)
18
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61M -$353K -21,122 -17%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$1.27M +$266K +15,893 +23%
SC
20
Scotia Capital
Ontario, Canada
$1.23M +$220K +13,155 +19%
Citigroup
21
Citigroup
New York
$1.04M
Principal Financial Group
22
Principal Financial Group
Iowa
$991K +$477K +28,541 +78%
TCM
23
Tandem Capital Management
New Jersey
$678K -$69.7K -4,172 -9%
MBI
24
Montrusco Bolton Investments
Quebec, Canada
$587K -$31K -1,854 -5%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547K -$6.52M -390,179 -92%

BBU Hedge Fund Activity: Q3 2023 in Review

66 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Partners (BBU) for Q3 2023, worth a combined $935M — down 11% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBU positions and 2 closed out — a net gain of 10 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Scheer Rowlett & Associates Investment Management, opening a new position worth an estimated $7.84M. The largest seller was Brookfield Corp, cutting an estimated $47M.

  • 66 institutional investors held Brookfield Business Partners (BBU) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $935M of Brookfield Business Partners stock for Q3 2023, down 11% quarter-over-quarter.
  • 12 funds opened new Brookfield Business Partners positions in Q3 2023 and 2 closed out, a net change of +10 holders.
  • The largest Brookfield Business Partners buyer in Q3 2023 was Scheer Rowlett & Associates Investment Management, an estimated $7.84M added.
  • The largest Brookfield Business Partners seller in Q3 2023 was Brookfield Corp, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2023.