BBU

Brookfield Business Partners
BBU

Overview Fund Activity

73 hedge funds and large institutions have $1.51B invested in Brookfield Business Partners in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-9
Holders Change %
-10.98%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
21
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$100M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.8M
4
Invesco
4
Invesco
Georgia
$3.12M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.2M

Top Sellers

1
WCA
1
Waratah Capital Advisors
Ontario, Canada
$3.77M
2
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$8.45M
3
Deutsche Bank
3
Deutsche Bank
Germany
$894K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$15.9M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$36K -$20.7K -1,080 -36%
PGAM
52
Princeton Global Asset Management
New Jersey
$17K +$17K +855 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$8K -$440K -21,811 -98%
RCC
54
Red Cedar Capital
Nebraska
$6K +$6K +327 New
WT
55
Whittier Trust
California
$4K – – –
GWM
56
Geneos Wealth Management
Colorado
$4K – – –
US Bancorp
57
US Bancorp
Minnesota
$2K – – –
VIMU
58
Veritas Investment Management (UK)
United Kingdom
$2K – – –
AG
59
Advisor Group
Arizona
$1K -$3.05K -339 -75%
CB
60
Community Bank
New York
$1K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1K – – –
BC
62
Bartlett & Co
Ohio
$1K – – –
BWA
63
Burt Wealth Advisors
Maryland
$1K -$2K – –
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$1K -$3K – –
OIA
65
OneDigital Investment Advisors
Kansas
$1K +$1K +26 New
DWM
66
Doyle Wealth Management
Florida
$1K +$1K +37 New
MOS
67
MGO One Seven
Ohio
$1K +$1K +76 New
EAM
68
Erste Asset Management
Austria
$899 +$899 +45 New
BCWM
69
Bartlett & Co Wealth Management
Ohio
$702 – – –
RCAG
70
Rehmann Capital Advisory Group
Michigan
$273 +$273 +14 New
IIM
71
Intact Investment Management
Quebec, Canada
– -$3.02M -79,614 Closed
PIC
72
PCJ Investment Counsel
Ontario, Canada
– -$1.3M -44,169 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$786K -26,779 Closed
HK
74
Horizon Kinetics
New York
– -$304K -10,344 Closed
KS
75
Karpas Strategies
Connecticut
– -$233K -7,927 Closed
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