BBU

Brookfield Business Partners
BBU

Overview Fund Activity

64 hedge funds and large institutions have $1.26B invested in Brookfield Business Partners in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
18
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIC
1
PCJ Investment Counsel
Ontario, Canada
$6.89M
2
KPF
2
K2 Principal Fund
Ontario, Canada
$2.03M
3
SRAIM
3
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$11.6M
4
GIM
4
Gold Investment Management
Alberta, Canada
$618K
5
Invesco
5
Invesco
Georgia
$5.45M

Top Sellers

1
TWC
1
TD Waterhouse Canada
Ontario, Canada
$29.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$17.9M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M
4
FFAM
4
Forge First Asset Management
Canada
$10.5M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$4.51M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.17K 57 -185 -76%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K 36 – –
FP
53
Financial Perspectives
Minnesota
$823 40 – –
HI
54
Harbour Investments
Wisconsin
$700 34 – –
IRAG
55
Investment Research & Advisory Group
Georgia
$617 30 – –
RG
56
Retirement Group
California
$576 28 -14 -33%
HIM
57
Hillsdale Investment Management
Ontario, Canada
$434 21 – –
FGA
58
Fortis Group Advisors
New Jersey
$164 8 +4 +100%
US Bancorp
59
US Bancorp
Minnesota
$62 3 – –
KFS
60
Kelly Financial Services
Massachusetts
$42 2 – –
WT
61
Whittier Trust
California
$41 2 – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$21 1 – –
HSBC Holdings
63
HSBC Holdings
United Kingdom
– – -30,900 Closed
Goldman Sachs
64
Goldman Sachs
New York
– – -17,615 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– – -5,547 Closed
PGAM
66
Princeton Global Asset Management
New Jersey
– – -324 Closed
ETC
67
Exchange Traded Concepts
Oklahoma
– – -158 Closed
Legacy Financial Group (Iowa)
68
Legacy Financial Group (Iowa)
Iowa
– – -141 Closed
BFP
69
Briaud Financial Planning
Texas
– – -21 Closed
RDIA
70
RE Dickinson Investment Advisors
Iowa
$0 19 – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
Barclays
72
Barclays
United Kingdom
$0 14 +7 +100%
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