BBU

Brookfield Business Partners
BBU

Overview Fund Activity

69 hedge funds and large institutions have $1.36B invested in Brookfield Business Partners in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
15
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PIC
1
PCJ Investment Counsel
Ontario, Canada
$25.7M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$13.4M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$49.2M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$5.59M
5
Citigroup
5
Citigroup
New York
$3.02M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$174M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$16.6M
3
Invesco
3
Invesco
Georgia
$3.47M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$4.42K -$4.42K -200 -50%
CQS
52
Credential Qtrade Securities
$2.28K -$1.66K -75 -42%
SHIM
53
Stone House Investment Management
Pennsylvania
$2.28K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
BFP
55
Briaud Financial Planning
Texas
$1K +$1K +21 New
FP
56
Financial Perspectives
Minnesota
$884 – – –
Wells Fargo
57
Wells Fargo
California
$803 -$2.16K -97 -73%
HI
58
Harbour Investments
Wisconsin
$751 – – –
IRAG
59
Investment Research & Advisory Group
Georgia
$663 – – –
HIM
60
Hillsdale Investment Management
Ontario, Canada
$467 – – –
RG
61
Retirement Group
California
$442 -$177 -8 -29%
DMIC
62
Dixon Mitchell Investment Counsel
British Columbia, Canada
$133 +$133 +6 New
FGA
63
Fortis Group Advisors
New Jersey
$88 -$88 -4 -50%
US Bancorp
64
US Bancorp
Minnesota
$66 – – –
KFS
65
Kelly Financial Services
Massachusetts
$45 – – –
WT
66
Whittier Trust
California
$44 – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$22 – – –
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.27M -109,552 Closed
GCA
69
Guardian Capital Advisors
Ontario, Canada
– -$283K -13,939 Closed
Jane Street
70
Jane Street
New York
– -$203K -9,853 Closed
LCM
71
Lynwood Capital Management
Ontario, Canada
– -$61.9K -3,000 Closed
1 2
3