Brookfield
598 hedge funds and large institutions have $37.1B invested in Brookfield in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 201 increasing their positions, 163 reducing their positions, and 57 closing their positions.
112% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 57
23% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 163
10% more funds holding
Funds holding: 546 → 598 (+52)
8% more capital invested
Capital invested by funds: $34.4B → $37.1B (+$2.71B)
8% more funds holding in top 10
Funds holding in top 10: 64 → 69 (+5)
12.42% less ownership
Funds ownership: 189.72% → 177.3% (-12%)
58% less call options, than puts
Call options by funds: $17.6M | Put options by funds: $41.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$96.3M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$79.7M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$69.3M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$164M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$99.5M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$95.7M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$93.8M |
| 5 |
Morgan Stanley
New York
|
-$86.7M |
BN Hedge Fund Activity: Q4 2019 in Review
598 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2019, worth a combined $37.1B — up 7.9% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new BN positions and 57 closed out — a net gain of 64 holders — while 201 added to existing stakes and 163 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Credit Suisse, cutting an estimated $164M.
- 598 institutional investors held Brookfield (BN) as of Q4 2019, up from 546 in Q3 2019.
- Funds reported $37.1B of Brookfield stock for Q4 2019, up 7.9% quarter-over-quarter.
- 121 funds opened new Brookfield positions in Q4 2019 and 57 closed out, a net change of +64 holders.
- The largest Brookfield buyer in Q4 2019 was Fidelity Investments, an estimated $101M added.
- The largest Brookfield seller in Q4 2019 was Credit Suisse, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2019.