BBU

Brookfield Business Partners
BBU

Overview Fund Activity

63 hedge funds and large institutions have $1.42B invested in Brookfield Business Partners in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% 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
8
Increased
22
Reduced
14
Closed
5
Calls
$152K
Puts
$319K
Net Calls
-$167K
Net Calls Change
-$356K

Top Buyers

1
AM
1
AGF Management
Ontario, Canada
$5.11M
2
FFAM
2
Forge First Asset Management
Canada
$12.5M
3
NAM
3
NewGen Asset Management
Ontario, Canada
$2.36M
4
PIC
4
PCJ Investment Counsel
Ontario, Canada
$38M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$21.9M

Top Sellers

1
CIBC Asset Management
1
CIBC Asset Management
Ontario, Canada
$24.1M
2
SRAIM
2
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$10.8M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$214K
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$17.3M
5
SC
5
Scotia Capital
Ontario, Canada
$778K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$600M 25,602,504 – –
OAC
2
OMERS Administration Corp
Ontario, Canada
$282M 12,039,362 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$181M 7,718,131 +64,007 +0.8%
PVI
4
Partners Value Investments
Bermuda
$68.9M 2,941,062 – –
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$52.1M 2,226,475 -1,380 -0.1%
PIC
6
PCJ Investment Counsel
Ontario, Canada
$38M 1,618,655 +99,763 +7%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$24.6M 1,049,910 +95 +0%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$24.1M 1,024,303 -387,598 -27%
TWC
9
TD Waterhouse Canada
Ontario, Canada
$22.5M 1,020,778 +22,713 +2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$21.9M 928,564 +94,052 +11%
BCIM
11
British Columbia Investment Management
British Columbia, Canada
$18.7M 791,887 +17,912 +2%
BGC
12
Beutel, Goodman & Co
Ontario, Canada
$17.3M 734,790 -71,750 -9%
FFAM
13
Forge First Asset Management
Canada
$12.5M 532,964 +173,500 +48%
SRAIM
14
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$10.8M 460,629 -181,206 -28%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$7.09M 301,080 +40,311 +15%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$5.93M 251,573 +58,640 +30%
DWM
17
Dorchester Wealth Management
Quebec, Canada
$5.63M 244,547 -2,165 -0.9%
AM
18
AGF Management
Ontario, Canada
$5.11M 216,717 +216,717 New
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$3.77M 159,883 +62,299 +64%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$3.55M 150,788 -1,645 -1%
NAM
21
NewGen Asset Management
Ontario, Canada
$2.36M 100,000 +100,000 New
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.16M 98,016 +59,610 +155%
CIM
23
Caldwell Investment Management
Ontario, Canada
$1.73M 78,700 +78,700 New
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.49M 63,017 +24,755 +65%
KPF
25
K2 Principal Fund
Ontario, Canada
$1.23M 52,385 +2,880 +6%
1
2 3