BBU

Brookfield Business Partners
BBU

Overview Fund Activity

76 hedge funds and large institutions have $2.31B invested in Brookfield Business Partners in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
27
Reduced
19
Closed
9
Calls
$1.29M
Puts
$499K
Net Calls
+$788K
Net Calls Change
-$1.4M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$66M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.33M
3
Citigroup
3
Citigroup
New York
$6.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$281M
5
Invesco
5
Invesco
Georgia
$7.11M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$8.76M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$39.5M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$189K -$145K -5,760 -43%
TRCT
52
Tower Research Capital (TRC)
New York
$187K +$184K +7,321 +6,907%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$143K +$44.4K +1,759 +45%
Barclays
54
Barclays
United Kingdom
$59K +$59K +2,337 New
PI
55
PEAK6 Investments
Illinois
$46K +$46K +1,806 New
PGAM
56
Princeton Global Asset Management
New Jersey
$22K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$14K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$10K – – –
GWM
59
Geneos Wealth Management
Colorado
$6K – – –
AG
60
Advisor Group
Arizona
$3K -$184 -6 -6%
VIMU
61
Veritas Investment Management (UK)
United Kingdom
$3K – – –
US Bancorp
62
US Bancorp
Minnesota
$3K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$3K – – –
BWA
64
Burt Wealth Advisors
Maryland
$2K +$2K +62 New
BC
65
Bartlett & Co
Ohio
$1K – – –
SIM
66
Sonora Investment Management
Arizona
$1K – – –
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1K – – –
CB
68
Community Bank
New York
$1K – – –
PA
69
Parallel Advisors
California
$1K – – –
CCM
70
Covington Capital Management
California
$1K +$1K +25 New
BCWM
71
Bartlett & Co Wealth Management
Ohio
$908 – – –
GT
72
Glenmede Trust
Pennsylvania
$2 +$2 +93 New
HSBC Holdings
73
HSBC Holdings
United Kingdom
– -$6.9M -280,440 Closed
WCA
74
Waratah Capital Advisors
Ontario, Canada
– -$4.16M -166,296 Closed
OCAM
75
Onex Canada Asset Management
Ontario, Canada
– -$1.72M -68,627 Closed
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