BBU

Brookfield Business Partners
BBU

Overview Fund Activity

58 hedge funds and large institutions have $1.13B invested in Brookfield Business Partners in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-11
Holders Change %
-15.94%
% of All Funds
0.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
5
Increased
15
Reduced
23
Closed
14
Calls
$341K
Puts
–
Net Calls
+$341K
Net Calls Change
+$341K

Top Buyers

1
PIC
1
PCJ Investment Counsel
Ontario, Canada
$25.1M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$12.9M
3
FFAM
3
Forge First Asset Management
Canada
$9.07M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$15M
5
ACA
5
AYAL Capital Advisors
Ontario, Canada
$848K

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$37.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$139M
3
Invesco
3
Invesco
Georgia
$0
4
Citigroup
4
Citigroup
New York
$0
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$122 +$122 +6 New
FGA
52
Fortis Group Advisors
New Jersey
$75 – – –
US Bancorp
53
US Bancorp
Minnesota
$57 – – –
KFS
54
Kelly Financial Services
Massachusetts
$38 – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$38 +$19 +1 +100%
WT
56
Whittier Trust
California
$37 – – –
RI
57
Ridgewood Investments
New Jersey
$27 +$27 +1 New
Invesco
58
Invesco
Georgia
– -$3.47M -157,073 Closed
Citigroup
59
Citigroup
New York
– -$3.02M -136,444 Closed
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.49M -112,400 Closed
TPM
61
Triasima Portfolio Management
Quebec, Canada
– -$1.4M -63,415 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$401K -18,146 Closed
NEI
63
Northwest & Ethical Investments
Ontario, Canada
– -$153K -6,900 Closed
IIM
64
Intact Investment Management
Quebec, Canada
– -$110K -4,960 Closed
Fidelity International
65
Fidelity International
Bermuda
– -$50.5K -2,280 Closed
First Manhattan
66
First Manhattan
New York
– -$29K -1,310 Closed
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
– -$4.42K -200 Closed
SHIM
68
Stone House Investment Management
Pennsylvania
– -$2.28K -103 Closed
HIM
69
Hillsdale Investment Management
Ontario, Canada
– -$467 -21 Closed
DMIC
70
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$133 -6 Closed
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