Brookfield
620 hedge funds and large institutions have $31.7B invested in Brookfield in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 229 increasing their positions, 194 reducing their positions, and 73 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 194
9% more funds holding in top 10
Funds holding in top 10: 45 → 49 (+4)
7% more capital invested
Capital invested by funds: $29.6B → $31.7B (+$2.13B)
0.03% less ownership
Funds ownership: 89.03% → 89% (-0.03%)
3% less funds holding
Funds holding: 642 → 620 (-22)
11% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 73
43% less call options, than puts
Call options by funds: $49.5M | Put options by funds: $86.3M
Top Buyers
Top Sellers
BN Hedge Fund Activity: Q1 2023 in Review
620 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2023, worth a combined $31.7B — up 7.2% from $29.6B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of BN and 65 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 229 added.
The largest buyer was Bank of Montreal, adding an estimated $1.22B. The largest seller was Capital International Investors, exiting entirely with an estimated $315M sold.
- 620 institutional investors held Brookfield (BN) as of Q1 2023, down from 642 in Q4 2022.
- Funds reported $31.7B of Brookfield stock for Q1 2023, up 7.2% quarter-over-quarter.
- 65 funds opened new Brookfield positions in Q1 2023 and 73 closed out, a net change of -8 holders.
- The largest Brookfield buyer in Q1 2023 was Bank of Montreal, an estimated $1.22B added.
- The largest Brookfield seller in Q1 2023 was Capital International Investors, an estimated $315M sold.
Based on aggregated 13F filings for Q1 2023.