BBU

Brookfield Business Partners
BBU

Overview Fund Activity

82 hedge funds and large institutions have $1.74B invested in Brookfield Business Partners in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
25
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$856M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$95.5M
3
SI
3
Sentry Investments
Ontario, Canada
$32.3M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$19M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.2M

Top Sellers

1
Public Sector Pension Investment Board (PSP Investments)
1
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$217M
3
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$23.8M
4
WCA
4
Waratah Capital Advisors
Ontario, Canada
$6.68M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$6.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
51
Flinton Capital Management
Pennsylvania
$12K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$11K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$11K – – –
RCM
54
Riverhead Capital Management
Delaware
$10K – – –
TAM
55
Tyers Asset Management
Texas
$9K – – –
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$8K +$422 +19 +6%
GHCM
58
Glen Harbor Capital Management
California
$7K – – –
SFFS
59
Stonehage Fleming Financial Services
Jersey
$5K – – –
GWM
60
Geneos Wealth Management
Colorado
$5K +$20 +1 +0.4%
CPIG
61
Chicago Partners Investment Group
Illinois
$4K – – –
WT
62
Whittier Trust
California
$4K – – –
EWM
63
Evercore Wealth Management
New York
$4K +$1.54K +70 +63%
Parallax Volatility Advisers
64
Parallax Volatility Advisers
California
$3K – – –
AG
65
Advisor Group
Arizona
$3K +$171 +8 +6%
OC
66
Oakworth Capital
Alabama
$2K -$839 -39 -30%
VIMU
67
Veritas Investment Management (UK)
United Kingdom
$2K – – –
US Bancorp
68
US Bancorp
Minnesota
$2K – – –
POIA
69
Pin Oak Investment Advisors
Texas
$2K +$2K +73 New
FFW
70
Fusion Family Wealth
New York
$1K – – –
BlackRock
71
BlackRock
New York
$1K – – –
PA
72
Parallel Advisors
California
$1K – – –
CCM
73
Covington Capital Management
California
$1K – – –
BC
74
Bartlett & Co
Ohio
$1K – – –
CB
75
Community Bank
New York
$1K – – –
1 2
3
4