BBU

Brookfield Business Partners
BBU

Overview Fund Activity

76 hedge funds and large institutions have $916M invested in Brookfield Business Partners in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 20 closing their positions.

Holders
76
Holders Change
-14
Holders Change %
-15.56%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
14
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$132M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$24.5M
3
SI
3
Sentry Investments
Ontario, Canada
$14.1M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.74M
5
Citigroup
5
Citigroup
New York
$3.19M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
1
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.3M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$7.64M
3
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$19.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.63M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$3K -$151 -8 -5%
GWM
52
Geneos Wealth Management
Colorado
$3K – – –
WT
53
Whittier Trust
California
$3K – – –
AIM
54
Acrospire Investment Management
Illinois
$2K -$3.99K -311 -67%
Parallax Volatility Advisers
55
Parallax Volatility Advisers
California
$2K – – –
EWM
56
Evercore Wealth Management
New York
$2K – – –
VIMU
57
Veritas Investment Management (UK)
United Kingdom
$2K +$2K +89 New
AG
58
Advisor Group
Arizona
$1K – – –
ST
59
Smithfield Trust
Pennsylvania
$1K – – –
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$1K -$1K – –
BC
61
Bartlett & Co
Ohio
$1K – – –
BWA
62
Burt Wealth Advisors
Maryland
$1K – – –
WP
63
WealthPLAN Partners
Nebraska
$487 +$487 +31 New
WPA
64
West Paces Advisors
Georgia
$172 – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$100 – – –
CS
66
Credential Securities
$98 -$82 -5 -45%
CIBC World Market
67
CIBC World Market
Ontario, Canada
– -$1.32M -85,690 Closed
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
– -$1.3M -83,878 Closed
SIM
69
Strategic Investment Management
Virginia
– -$317K -20,564 Closed
NFG
70
Next Financial Group
Texas
– -$7K -446 Closed
JIC
71
Joel Isaacson & Co
New York
– -$1K -93 Closed
FNBT
72
FineMark National Bank & Trust
Florida
– -$1K -93 Closed
TSW
73
Thompson Siegel & Walmsley
Virginia
– -$1K -70 Closed
H
74
Hexavest
Quebec, Canada
– -$1K -50 Closed
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