We are live on ! Find out more
BN icon

Brookfield
BN

255 hedge funds and large institutions have $11.7B invested in Brookfield in 2013 Q2 according to their latest regulatory filings, with 255 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

225.65% more ownership

Funds ownership: 0% → 225.65% (+226%)

14% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $8.27M

Holders
255
Holders Change
+255
Holders Change %
–
% of All Funds
8.32%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
255
Increased
–
Reduced
–
Closed
–
Calls
$7.12M
Puts
$8.27M
Net Calls
-$1.15M
Net Calls Change
-$1.15M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HTA
76
Haber Trilix Advisors
Massachusetts
$15.6M +$15.8M +1,850,441 New
OWP
77
Obermeyer Wealth Partners
Colorado
$14M +$14.3M +1,664,670 New
GIM
78
Greystone Investment Management
Ohio
$12.7M +$12.9M +1,507,258 New
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$11.8M +$12M +1,405,655 New
BFS
80
Baskin Financial Services
Ontario, Canada
$9.55M +$9.74M +1,137,042 New
ESBC
81
E.S. Barr & Co
Kentucky
$9.16M +$9.3M +1,085,713 New
MAA
82
Managed Account Advisors
New Jersey
$8.8M +$8.93M +1,042,948 New
HSBC Holdings
83
HSBC Holdings
United Kingdom
$8.65M +$8.78M +1,025,422 New
U
84
UBS
Switzerland
$8.31M +$8.44M +985,865 New
AQR Capital Management
85
AQR Capital Management
Connecticut
$7.5M +$7.62M +889,888 New
ACI
86
AMP Capital Investors
Australia
$7.29M +$7.47M +872,636 New
MME
87
Meag Munich Ergo
Germany
$7.2M +$6.58M +768,846 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$6.99M +$7.1M +829,179 New
NTCOC
89
Northern Trust Company of Connecticut
Connecticut
$6.96M +$7.07M +825,245 New
GCAC
90
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.54M +$6.67M +779,323 New
CP
91
Cumberland Partners
Ontario, Canada
$6.51M +$6.62M +773,514 New
MFAM
92
Motley Fool Asset Management
Virginia
$6.29M +$6.38M +745,242 New
Aviva
93
Aviva
United Kingdom
$6.19M +$6.27M +731,924 New
DR
94
Davis Rea
Ontario, Canada
$6.08M +$6.19M +723,304 New
Cohen & Steers
95
Cohen & Steers
New York
$5.69M +$5.81M +678,007 New
SAM
96
Shell Asset Management
Netherlands
$5.68M +$5.5M +641,794 New
KS
97
Karpas Strategies
Connecticut
$5.52M +$5.61M +655,056 New
CAI
98
Capital Advisors Inc
Oklahoma
$5.49M +$5.57M +650,550 New
CPS
99
Counsel Portfolio Services
Ontario, Canada
$5.49M +$5.58M +651,541 New
SAM
100
Serengeti Asset Management
New York
$5.4M +$5.49M +640,705 New
2 3
4
5 6

BN Hedge Fund Activity: Q2 2013 in Review

255 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2013, worth a combined $11.7B.

Buyers outnumbered sellers: 255 funds opened new BN positions and 0 closed out — a net gain of 255 holders — while 0 added to existing stakes and 0 trimmed.

  • 255 institutional investors held Brookfield (BN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $11.7B of Brookfield stock for Q2 2013.
  • 255 funds opened new Brookfield positions in Q2 2013 and 0 closed out, a net change of +255 holders.

Based on aggregated 13F filings for Q2 2013.