Brookfield
522 hedge funds and large institutions have $32.3B invested in Brookfield in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 74 closing their positions.
1.14% more ownership
Funds ownership: 118.97% → 120.11% (+1.1%)
2% more capital invested
Capital invested by funds: $31.7B → $32.3B (+$585M)
8% less funds holding
Funds holding: 568 → 522 (-46)
10% less funds holding in top 10
Funds holding in top 10: 58 → 52 (-6)
14% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 198
54% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 74
67% less call options, than puts
Call options by funds: $19.1M | Put options by funds: $57.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$197M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$84M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$73.8M |
| 5 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$68.1M |
Top Sellers
BN Hedge Fund Activity: Q3 2020 in Review
522 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2020, worth a combined $32.3B — up 1.8% from $31.7B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of BN and 34 opened new positions — a net loss of 40 holders — while 198 trimmed existing stakes and 170 added.
The largest buyer was EdgePoint Investment Group, adding an estimated $197M. The largest seller was William Blair Investment Management, cutting an estimated $123M.
- 522 institutional investors held Brookfield (BN) as of Q3 2020, down from 568 in Q2 2020.
- Funds reported $32.3B of Brookfield stock for Q3 2020, up 1.8% quarter-over-quarter.
- 34 funds opened new Brookfield positions in Q3 2020 and 74 closed out, a net change of -40 holders.
- The largest Brookfield buyer in Q3 2020 was EdgePoint Investment Group, an estimated $197M added.
- The largest Brookfield seller in Q3 2020 was William Blair Investment Management, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2020.