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Brookfield
BN

668 hedge funds and large institutions have $41.4B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 169 increasing their positions, 263 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

32% more capital invested

Capital invested by funds: $31.2B → $41.4B (+$10.1B)

21% more funds holding in top 10

Funds holding in top 10: 42 → 51 (+9)

9% more funds holding

Funds holding: 615 → 668 (+53)

4.32% more ownership

Funds ownership: 94.93% → 99.25% (+4.3%)

7% more call options, than puts

Call options by funds: $62M | Put options by funds: $57.9M

36% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 263

Holders
668
Holders Change
+53
Holders Change %
+8.62%
% of All Funds
9.74%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.74%
New
112
Increased
169
Reduced
263
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M

Top Buyers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
+$1.12B
2
Capital World Investors
Capital World Investors
California
+$850M
3
SCP
Soroban Capital Partners
New York
+$251M
4
Morgan Stanley
Morgan Stanley
New York
+$235M
5
Goldman Sachs
Goldman Sachs
New York
+$223M

Top Sellers

Rank Fund Capital Flow
1
PVI
Partners Value Investments
Bermuda
-$434M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$201M
3
Fidelity International
Fidelity International
Bermuda
-$132M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$125M
5
Franklin Resources
Franklin Resources
California
-$96.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIM
51
M&G Investment Management
United Kingdom
$119M +$13.7M +603,132 +16%
AM
52
AGF Management
Ontario, Canada
$118M -$24.8M -1,094,172 -20%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$114M +$1.83M +80,793 +2%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$113M +$39.1M +1,723,784 +69%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$111M +$314K +13,848 +0.3%
Wells Fargo
56
Wells Fargo
California
$105M +$930K +40,970 +1%
FAM
57
Fenimore Asset Management
New York
$104M -$194K -8,568 -0.2%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$104M – – –
BFM
59
Blacksheep Fund Management
Ireland
$102M +$86.4M +3,806,076 New
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$101M -$1.02M -45,105 -1%
TAM
61
Timucuan Asset Management
Florida
$101M -$2.74M -120,894 -3%
AC
62
Addenda Capital
Quebec, Canada
$99.3M +$284K +12,528 +0.4%
GCC
63
Guardian Capital (Canada)
Ontario, Canada
$94.4M -$10.2M -448,525 -11%
CCMIC
64
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$93.8M -$513K -22,593 -0.6%
MAM
65
Madison Asset Management
Wisconsin
$93M +$1.63M +71,923 +2%
OAC
66
OMERS Administration Corp
Ontario, Canada
$93M – – –
CS
67
Credit Suisse
Switzerland
$91.8M +$604K +26,586 +0.8%
BAM
68
Burgundy Asset Management
Ontario, Canada
$89.4M -$920K -40,534 -1%
ClearBridge Investments
69
ClearBridge Investments
New York
$89.2M +$75.7M +3,333,255 New
MCI
70
McDonald Capital Investors
California
$86.3M -$832K -36,652 -1%
MAMU
71
Marathon Asset Management (UK)
United Kingdom
$83.3M -$6.56M -288,874 -9%
CC
72
Cannell & Co
New York
$79.8M -$1.52M -66,801 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$71.8M -$2.04M -90,047 -3%
DMIC
74
Dixon Mitchell Investment Counsel
British Columbia, Canada
$69.1M -$181K -7,980 -0.3%
GLCM
75
Greenlea Lane Capital Management
Connecticut
$64.8M +$1.88M +82,816 +4%
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BN Hedge Fund Activity: Q4 2023 in Review

668 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2023, worth a combined $41.4B — up 32% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new BN positions and 49 closed out — a net gain of 63 holders — while 169 added to existing stakes and 263 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $1.12B. The largest seller was Partners Value Investments, cutting an estimated $434M.

  • 668 institutional investors held Brookfield (BN) as of Q4 2023, up from 615 in Q3 2023.
  • Funds reported $41.4B of Brookfield stock for Q4 2023, up 32% quarter-over-quarter.
  • 112 funds opened new Brookfield positions in Q4 2023 and 49 closed out, a net change of +63 holders.
  • The largest Brookfield buyer in Q4 2023 was Brookfield Corp, an estimated $1.12B added.
  • The largest Brookfield seller in Q4 2023 was Partners Value Investments, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2023.