BBU

Brookfield Business Partners
BBU

Overview Fund Activity

65 hedge funds and large institutions have $935M invested in Brookfield Business Partners in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
17
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRAIM
1
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$7.13M
2
TWC
2
TD Waterhouse Canada
Ontario, Canada
$25.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$133M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$17.2M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$476K

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$382M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547K
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$319
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.62M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CQS
51
Credential Qtrade Securities
$1.41K 93 +3 +3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K 36 +36 New
RG
53
Retirement Group
California
$638 42 – –
FP
54
Financial Perspectives
Minnesota
$608 40 – –
HI
55
Harbour Investments
Wisconsin
$517 34 – –
IRAG
56
Investment Research & Advisory Group
Georgia
$456 30 – –
HIM
57
Hillsdale Investment Management
Ontario, Canada
$319 21 -251,300 -100%
FGA
58
Fortis Group Advisors
New Jersey
$61 4 +4 New
US Bancorp
59
US Bancorp
Minnesota
$46 3 – –
KFS
60
Kelly Financial Services
Massachusetts
$31 2 – –
WT
61
Whittier Trust
California
$30 2 – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$15 1 – –
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
– – -2,308 Closed
RI
64
Ridgewood Investments
New Jersey
– – -1 Closed
RDIA
65
RE Dickinson Investment Advisors
Iowa
$0 19 – –
CFGS
66
Concourse Financial Group Securities
Alabama
– – – –
Barclays
67
Barclays
United Kingdom
$0 7 +7 New
BFP
68
Briaud Financial Planning
Texas
$0 21 +21 New
1 2
3