Brookfield
682 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 232 reducing their positions, and 50 closing their positions.
216% more call options, than puts
Call options by funds: $71.8M | Put options by funds: $22.7M
48% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 50
2% more funds holding
Funds holding: 668 → 682 (+14)
2% more capital invested
Capital invested by funds: $41.4B → $42B (+$691M)
0% more funds holding in top 10
Funds holding in top 10: 51 → 51 (0)
6% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 232
7.66% less ownership
Funds ownership: 99.25% → 91.59% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$154M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$101M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$81.2M |
| 4 |
CS
Cannell & Spears
New York
|
+$79.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$251M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$160M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$130M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$113M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$108M |
BN Hedge Fund Activity: Q1 2024 in Review
682 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2024, worth a combined $42B — up 1.7% from $41.4B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BN positions and 50 closed out — a net gain of 24 holders — while 219 added to existing stakes and 232 trimmed.
The largest buyer was Fidelity International, adding an estimated $154M. The largest seller was Morgan Stanley, cutting an estimated $251M.
- 682 institutional investors held Brookfield (BN) as of Q1 2024, up from 668 in Q4 2023.
- Funds reported $42B of Brookfield stock for Q1 2024, up 1.7% quarter-over-quarter.
- 74 funds opened new Brookfield positions in Q1 2024 and 50 closed out, a net change of +24 holders.
- The largest Brookfield buyer in Q1 2024 was Fidelity International, an estimated $154M added.
- The largest Brookfield seller in Q1 2024 was Morgan Stanley, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2024.