Brookfield
568 hedge funds and large institutions have $31.7B invested in Brookfield in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 290 reducing their positions, and 59 closing their positions.
14% more capital invested
Capital invested by funds: $27.8B → $31.7B (+$3.9B)
8% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 59
1% less funds holding
Funds holding: 575 → 568 (-7)
6% less funds holding in top 10
Funds holding in top 10: 62 → 58 (-4)
38% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 290
60.01% less ownership
Funds ownership: 178.98% → 118.97% (-60%)
64% less call options, than puts
Call options by funds: $21.3M | Put options by funds: $59.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$169M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$169M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$79.6M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$65.7M |
| 5 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$127M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$105M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$95.3M |
| 5 |
Goldman Sachs
New York
|
-$87M |
BN Hedge Fund Activity: Q2 2020 in Review
568 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2020, worth a combined $31.7B — up 14% from $27.8B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BN and 54 opened new positions — a net loss of 5 holders — while 290 trimmed existing stakes and 179 added.
The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was Fidelity International, cutting an estimated $127M.
- 568 institutional investors held Brookfield (BN) as of Q2 2020, down from 575 in Q1 2020.
- Funds reported $31.7B of Brookfield stock for Q2 2020, up 14% quarter-over-quarter.
- 54 funds opened new Brookfield positions in Q2 2020 and 59 closed out, a net change of -5 holders.
- The largest Brookfield buyer in Q2 2020 was Wellington Management Group, an estimated $169M added.
- The largest Brookfield seller in Q2 2020 was Fidelity International, an estimated $127M sold.
Based on aggregated 13F filings for Q2 2020.