Brookfield
736 hedge funds and large institutions have $56.6B invested in Brookfield in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 238 increasing their positions, 248 reducing their positions, and 65 closing their positions.
8% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 65
0.04% less ownership
Funds ownership: 118.39% → 118.36% (-0.04%)
0% less funds holding
Funds holding: 737 → 736 (-1)
4% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 248
4% less capital invested
Capital invested by funds: $59.2B → $56.6B (-$2.58B)
5% less funds holding in top 10
Funds holding in top 10: 86 → 82 (-4)
66% less call options, than puts
Call options by funds: $29M | Put options by funds: $86.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$274M |
| 2 |
Goldman Sachs
New York
|
+$244M |
| 3 |
Select Equity Group
New York
|
+$196M |
| 4 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$84.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$228M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$151M |
| 3 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$143M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$91.7M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$74.8M |
BN Hedge Fund Activity: Q1 2022 in Review
736 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2022, worth a combined $56.6B — down 4.4% from $59.2B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new BN positions and 65 closed out — a net gain of 5 holders — while 238 added to existing stakes and 248 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $274M. The largest seller was Capital International Investors, cutting an estimated $228M.
- 736 institutional investors held Brookfield (BN) as of Q1 2022, down from 737 in Q4 2021.
- Funds reported $56.6B of Brookfield stock for Q1 2022, down 4.4% quarter-over-quarter.
- 70 funds opened new Brookfield positions in Q1 2022 and 65 closed out, a net change of +5 holders.
- The largest Brookfield buyer in Q1 2022 was Principal Financial Group, an estimated $274M added.
- The largest Brookfield seller in Q1 2022 was Capital International Investors, an estimated $228M sold.
Based on aggregated 13F filings for Q1 2022.