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BBUC

Brookfield Business Corp Class A Subordinate Voting Shares

77 hedge funds and large institutions have $371M invested in Brookfield Business Corp Class A Subordinate Voting Shares in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

7% less funds holding

Funds holding: 8377 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

65.15% less ownership

Funds ownership: 90.56%25.41% (-65%)

70% less capital invested

Capital invested by funds: $1.25B → $371M (-$874M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
29
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$50.8K -$3.78K -189 -7%
Toronto Dominion Bank
52
Toronto Dominion Bank
Ontario, Canada
$45K -$2.3K -115 -5%
SWM
53
Spire Wealth Management
Virginia
$41.5K +$17K +850 +68%
EI
54
Ellevest Inc
New York
$41K +$36.7K +1,836 +785%
AIP
55
Ameritas Investment Partners
Nebraska
$38.6K
TRCT
56
Tower Research Capital (TRC)
New York
$38K +$19.9K +996 +105%
SPIA
57
Steward Partners Investment Advisory
New York
$34.7K
GCM
58
Gladius Capital Management
Illinois
$34.2K -$20 -1 -0.1%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$32.7K
PP
60
Pacifica Partners
Canada
$17.2K
Federated Hermes
61
Federated Hermes
Pennsylvania
$14.7K +$14.8K +741 New
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$12K +$280 +14 +2%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$6.3K +$5.58K +279 +715%
NSIM
64
North Star Investment Management
Illinois
$4.76K +$899 +45 +23%
S
65
SignatureFD
Georgia
$4.02K +$3.26K +163 +408%
PGAM
66
Princeton Global Asset Management
New Jersey
$3.21K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.98K
US Bancorp
68
US Bancorp
Minnesota
$1.65K +$1.64K +82 +8,200%
FP
69
Financial Perspectives
Minnesota
$396
HI
70
Harbour Investments
Wisconsin
$337
IRAG
71
Investment Research & Advisory Group
Georgia
$297
LC
72
Lindbrook Capital
California
$277 +$280 +14 New
QCG
73
Quadrant Capital Group
Ohio
$119 -$6.47K -324 -98%
RI
74
Ridgewood Investments
New Jersey
$24 +$20 +1 New
KFS
75
Kelly Financial Services
Massachusetts
$20

BBUC Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) for Q1 2023, worth a combined $371M — down 70% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBUC and 6 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was CIBC Asset Management, adding an estimated $6.34M. The largest seller was Brookfield Corp, cutting an estimated $942M.

  • 77 institutional investors held Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) as of Q1 2023, down from 83 in Q4 2022.
  • Funds reported $371M of Brookfield Business Corp Class A Subordinate Voting Shares stock for Q1 2023, down 70% quarter-over-quarter.
  • 6 funds opened new Brookfield Business Corp Class A Subordinate Voting Shares positions in Q1 2023 and 11 closed out, a net change of -5 holders.
  • The largest Brookfield Business Corp Class A Subordinate Voting Shares buyer in Q1 2023 was CIBC Asset Management, an estimated $6.34M added.
  • The largest Brookfield Business Corp Class A Subordinate Voting Shares seller in Q1 2023 was Brookfield Corp, an estimated $942M sold.

Based on aggregated 13F filings for Q1 2023.