BBU

Brookfield Business Partners
BBU

Overview Fund Activity

84 hedge funds and large institutions have $1.92B invested in Brookfield Business Partners in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
16
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$948M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$13.9M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$24.3M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$14.5M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.64M
2
OMC
2
Overbrook Management Corp
New York
$0
3
PVI
3
Partners Value Investments
Bermuda
$61.1M
4
MG
4
Markel Group
Virginia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
Neuburgh Advisers
California
$16K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$13K -$50 -2 -0.4%
FCM
53
Flinton Capital Management
Pennsylvania
$13K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$12K – – –
RCM
55
Riverhead Capital Management
Delaware
$11K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$10K – – –
TAM
57
Tyers Asset Management
Texas
$10K – – –
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$8K – – –
GHCM
60
Glen Harbor Capital Management
California
$7K – – –
GWM
61
Geneos Wealth Management
Colorado
$6K – – –
SFFS
62
Stonehage Fleming Financial Services
Jersey
$6K – – –
WT
63
Whittier Trust
California
$5K – – –
AG
64
Advisor Group
Arizona
$4K – – –
VIMU
65
Veritas Investment Management (UK)
United Kingdom
$3K – – –
US Bancorp
66
US Bancorp
Minnesota
$3K +$153 +6 +5%
BWA
67
Burt Wealth Advisors
Maryland
$2K -$1K – –
POIA
68
Pin Oak Investment Advisors
Texas
$2K – – –
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$2K -$2K – –
OC
70
Oakworth Capital
Alabama
$1K -$525 -32 -34%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$1K – – –
CCM
72
Covington Capital Management
California
$1K -$1K – –
BC
73
Bartlett & Co
Ohio
$1K – – –
CB
74
Community Bank
New York
$1K – – –
OIA
75
OneDigital Investment Advisors
Kansas
$1K – – –
1 2
3
4