BBU

Brookfield Business Partners
BBU

Overview Fund Activity

63 hedge funds and large institutions have $1.42B invested in Brookfield Business Partners in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
22
Reduced
14
Closed
5
Calls
$152K
Puts
$319K
Net Calls
-$167K
Net Calls Change
-$356K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$5.11M
2
FFAM
2
Forge First Asset Management
Canada
$12.5M
3
NAM
3
NewGen Asset Management
Ontario, Canada
$2.36M
4
PIC
4
PCJ Investment Counsel
Ontario, Canada
$38M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$21.9M

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$24.1M
2
SRAIM
2
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$10.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$214K
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$17.3M
5
SC
5
Scotia Capital
Ontario, Canada
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
MBI
26
Montrusco Bolton Investments
Quebec, Canada
$1.03M -$23.1K -982 -2%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$987K +$27.1K +1,146 +3%
Morgan Stanley
28
Morgan Stanley
New York
$936K +$360K +15,377 +63%
SC
29
Scotia Capital
Ontario, Canada
$778K -$502K -22,719 -39%
GIM
30
Gold Investment Management
Alberta, Canada
$767K +$24K +1,017 +3%
TCM
31
Tandem Capital Management
New Jersey
$707K -$35.1K -1,500 -5%
Citadel Advisors
32
Citadel Advisors
Florida
$661K -$25.6K -1,093 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$415K +$33.9K +1,448 +9%
BP
34
BBR Partners
New York
$241K +$241K +10,277 New
Principal Financial Group
35
Principal Financial Group
Iowa
$214K -$2.53M -108,052 -92%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$209K -$439K -18,732 -68%
SPIA
37
Steward Partners Investment Advisory
New York
$82K – – –
IIM
38
Intact Investment Management
Quebec, Canada
$68.4K +$23.6K +1,000 +53%
UBS Group
39
UBS Group
Switzerland
$53.9K -$1.8K -77 -3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$15.3K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$11.5K +$9.72K +415 +546%
PCM
42
PenderFund Capital Management
British Columbia, Canada
$10.7K +$10.7K +316 New
HWM
43
Hemington Wealth Management
Virginia
$6K – – –
HNB
44
Huntington National Bank
Ohio
$5.29K +$5.29K +226 New
Bank of America
45
Bank of America
North Carolina
$4.75K +$4.68K +200 +6,667%
TRCT
46
Tower Research Capital (TRC)
New York
$3.37K +$913 +39 +37%
AF
47
Aviso Financial
Ontario, Canada
$2.12K – – –
FMII
48
Farmers & Merchants Investments Inc
Nebraska
$1.73K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.64K -$64.4K -2,749 -98%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
1
2
3