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 %
BC
1
Brookfield Corp
Ontario, Canada
$518M 25,158,782 – –
OAC
2
OMERS Administration Corp
Ontario, Canada
$248M 12,039,362 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M 8,776,949 -2,900 -0%
PVI
4
Partners Value Investments
Bermuda
$60.5M 2,941,062 +19,061 +0.7%
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$56.4M 2,723,361 +3,843 +0.1%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$43.4M 2,108,994 -6,487 -0.3%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$29.7M 1,139,783 -140,482 -11%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$21.7M 1,055,718 -49,220 -4%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$18.1M 871,290 -9,810 -1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$17.9M 866,783 -139,117 -14%
SRAIM
11
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$11.6M 563,903 +94,481 +20%
FFAM
12
Forge First Asset Management
Canada
$10.5M 512,220 -89,390 -15%
PIC
13
PCJ Investment Counsel
Ontario, Canada
$6.89M 334,267 +334,267 New
Invesco
14
Invesco
Georgia
$5.45M 264,931 +27,832 +12%
DWM
15
Dorchester Wealth Management
Quebec, Canada
$5.16M 261,009 -43,105 -14%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$4.51M 218,470 -85,655 -28%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$3.33M 160,426 +6,290 +4%
Public Sector Pension Investment Board (PSP Investments)
18
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M 109,552 +4,026 +4%
KPF
19
K2 Principal Fund
Ontario, Canada
$2.03M 98,800 +98,800 New
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$1.96M 98,001 +11,718 +14%
SC
21
Scotia Capital
Ontario, Canada
$1.52M 74,508 -6,863 -8%
Citigroup
22
Citigroup
New York
$1.42M 68,444 – –
Principal Financial Group
23
Principal Financial Group
Iowa
$1.34M 65,176 – –
MBI
24
Montrusco Bolton Investments
Quebec, Canada
$1.23M 59,354 +20,891 +54%
Morgan Stanley
25
Morgan Stanley
New York
$1.1M 53,538 +19,263 +56%
1
2 3