Brookfield
432 hedge funds and large institutions have $27.4B invested in Brookfield in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 131 reducing their positions, and 40 closing their positions.
762% more call options, than puts
Call options by funds: $51.8M | Put options by funds: $6.01M
30% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 40
18% more funds holding in top 10
Funds holding in top 10: 39 → 46 (+7)
11% more capital invested
Capital invested by funds: $24.8B → $27.4B (+$2.63B)
2% more funds holding
Funds holding: 423 → 432 (+9)
1.32% more ownership
Funds ownership: 172.31% → 173.63% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$271M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$96.9M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$88.3M |
| 4 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$46.3M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$109M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$96.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$96.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$73M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$59.6M |
BN Hedge Fund Activity: Q3 2018 in Review
432 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2018, worth a combined $27.4B — up 11% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BN positions and 40 closed out — a net gain of 12 holders — while 141 added to existing stakes and 131 trimmed.
The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $271M. The largest seller was UBS AM, cutting an estimated $109M.
- 432 institutional investors held Brookfield (BN) as of Q3 2018, up from 423 in Q2 2018.
- Funds reported $27.4B of Brookfield stock for Q3 2018, up 11% quarter-over-quarter.
- 52 funds opened new Brookfield positions in Q3 2018 and 40 closed out, a net change of +12 holders.
- The largest Brookfield buyer in Q3 2018 was Jarislowsky, Fraser Ltd, an estimated $271M added.
- The largest Brookfield seller in Q3 2018 was UBS AM, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2018.